午评：深成指半日涨0.28%，CPO、液冷服务器等AI硬件股集体爆发

Market Performance - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index down 0.08%, the Shenzhen Component Index up 0.28%, and the ChiNext Index down 0.39% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 16,498 billion yuan, an increase of 1,176 billion yuan compared to the previous day [1] - Over 2,300 stocks in the market experienced gains [1] Sector Performance - The top-performing sectors included CPO, optical fiber, copper cable high-speed connections, PCB, liquid cooling servers, power grid equipment, cultivated diamonds, and aerospace engines [1] - Conversely, the sectors that saw the largest declines were film and television, insurance, real estate, complete automobiles, epoxy propane, short drama games, construction materials, and duty-free shops [1] Influencing Factors - Nvidia's better-than-expected earnings report boosted sentiment in the AI industry chain, leading to significant gains in AI hardware stocks such as CPO, copper cables, liquid cooling servers, and PCBs [1] - Stocks like Tianfu Communication, Shenling Environment, and Huafeng Technology reached historical highs during the session [1] - The power grid equipment sector also benefited from the AI wave, with Beijing Keri and Hangdian Co. hitting the daily limit [1] Specific Events - Zimbabwe announced a suspension of lithium concentrate and raw ore exports, which positively impacted the lithium extraction sector, with stocks like Jinyuan Co. and Xianfeng Holdings hitting the daily limit [1] - Other sectors that saw gains included cultivated diamonds, computing power leasing, and commercial aerospace [1] - The real estate sector experienced a pullback as the market reacted to the previous day's favorable policies in the Shanghai housing market, with Huaxia Happiness and Shilian Holdings leading the decline [1] - The battery storage sector faced pressure due to concerns over rising lithium carbonate prices squeezing profits, with stocks like Sungrow Power and CATL dropping over 5% [1]