近3800股上涨

Market Overview - The A-share market experienced a slight decline, with the Shanghai Composite Index down 0.81%, the Shenzhen Component down 1.14%, and the ChiNext Index down 2.31% as of the close [3][4]. - The total trading volume in the Shanghai and Shenzhen markets was 2.32 trillion yuan, a decrease of 103.9 billion yuan compared to the previous trading day [7]. Sector Performance - The computing power hardware industry chain saw a significant pullback, with sectors like CPO and memory chips leading the decline. Semiconductor, consumer electronics, and rare earth themes also experienced notable drops [4]. - Conversely, the lithium battery sector continued its upward trend, with over 10 stocks, including Enjie Co., Tianji Co., and Qidi Environment, hitting the daily limit [5]. Capital Flow - Main capital inflows were observed in sectors such as media, software development, and automotive parts, while there were outflows from electronics, communications, and non-ferrous metals [9]. - Specific stocks that attracted net inflows included 360 Security Technology, Dongfang Precision, and Changying Precision, with inflows of 1.72 billion yuan, 1.24 billion yuan, and 681 million yuan, respectively [9]. Institutional Insights - Jianghai Securities noted that the Shanghai Composite Index is oscillating around the 4000-point mark [10]. - Dexun Securities mentioned that a cleansing of floating capital is necessary near the 4000-point level, but short-term adjustments do not alter the medium-term positive trend [11]. - Shenwan Hongyuan stated that the market needs to consolidate before officially breaking through the 4000-point level [12].