A股异动！可控核聚变，爆发！

Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting a collective decline in major indices and significant movements in specific sectors, particularly the nuclear energy sector, which saw substantial gains due to external influences from the U.S. market [1][8]. Market Performance - On May 26, the three major stock indices collectively fell, with the Shanghai Composite Index closing at 3346.84 points, down 0.05%, the Shenzhen Component Index at 10091.16 points, down 0.41%, and the ChiNext Index at 2005.26 points, down 0.8% [1]. - A total of 85 stocks in the A-share market hit the daily limit up, with many nuclear energy concept stocks experiencing consecutive gains [6]. Sector Analysis - The nuclear energy sector saw a significant surge, with the controllable nuclear fusion concept rising by 45.14%, and several related stocks, such as融发核电 and 雪人股份, achieving consecutive limit ups [4][6]. - The gaming sector also performed well, with stocks like 游族网络 hitting the limit up, while the chemical pharmaceutical sector faced declines, with 海辰制药 dropping over 9% [5][9]. Capital Flow - Main capital flows showed net inflows into sectors like electronics, machinery, and computers, while there were net outflows from pharmaceuticals, automotive, and banking sectors [11]. - Specific stocks such as 武汉凡谷 and 上海电气 saw significant net inflows of 5.1 billion and 4.88 billion respectively, while 比亚迪 faced a net outflow of 10.36 billion [11]. Institutional Perspectives - Institutions suggest that the A-share market is experiencing increased volatility, with a focus on defensive assets and a "barbell strategy" for investment [13]. - Recommendations include focusing on sectors like large finance and consumption, as well as technology, which remain key themes for medium-term investment [14].