午后爆发！A股拉升、港股狂飙！

Market Overview - The Shanghai Composite Index experienced a slight increase of 0.23%, closing at 3384.1 points, while the Shenzhen Component Index rose by 0.58% to 10203.5 points. The ChiNext Index and the STAR Market 50 Index both gained over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 131.72 billion yuan, an increase of nearly 140 billion yuan compared to the previous day [1] Sector Performance - The food and beverage sector saw a pullback, with Salted Fish Shop dropping over 8%. The pharmaceutical sector also weakened, with Jinkai Biotechnology down nearly 10% and Sinovac Pharmaceuticals falling over 8% [1] - The CPO (Co-Packaged Optics) concept stocks surged, with companies like Shengyi Electronics and Haide Control hitting the daily limit [1][4] - The computing power concept stocks were strong, with Huijin Co., Qingyun Technology, and Kehua Data also reaching the daily limit [1] - The virtual power plant concept gained traction, with Jinzhitech and Jicheng Electronics hitting the daily limit [1][8] - The sports concept remained active, with Jinling Sports achieving a three-day consecutive limit up and Gongchuang Lawn hitting the limit for four consecutive days [1][13] CPO Concept - The CPO concept saw significant gains, with Shengyi Electronics closing at a 20% limit up, and other companies like Shijia Photon and Haide Control also reaching their daily limits [4][5] - The demand for CPO solutions is expected to grow, driven by the launch of Broadcom's Tomahawk 6 switch chip, which offers a throughput capacity equivalent to six previous generation chips [6] Virtual Power Plant Concept - The virtual power plant concept stocks experienced a strong rally, with Hengshi Technology and Ankao Zhidian both hitting the daily limit [8][10] - Recent government initiatives, including pilot projects for new power systems, are expected to support the growth of virtual power plants [11] Sports Concept - The sports sector saw a resurgence, with Jinling Sports achieving a 20% limit up and a cumulative increase of approximately 94% over four days [13][15] - The ongoing Jiangsu Province Urban Football League has attracted significant fan attendance, boosting local tourism and consumption [15]