Group 1 - The main point indicates a potential shift in market dynamics, suggesting that May will enter a new cycle as the third task of the protective phase is nearing completion [1][2] - The market experienced a mixed performance with a slight decline in the morning followed by a rebound, where small-cap stocks outperformed despite a drop in the PMI index [1] - The overall market volume reached 1.5 trillion, with a net outflow of 4.7 billion, indicating a significant movement of funds, particularly in the banking sector which saw an outflow of 1.9 billion [1] Group 2 - The concept of "MLP" related to AI applications is highlighted, with a focus on enhancing the efficiency of artificial intelligence through machine learning [2] - The market saw a strong performance from technology giants and consumer electronics, while defensive sectors like real estate and insurance faced declines [2] - The main tasks of the market's protective phase included recovering lost ground, proving resilience, and restoring investor confidence, with the latter still under observation for potential volatility [2]

（原标题：和讯投顾黄儒琛：算力、机器人势均力敌，尾盘并无新题材异动） 4月30日，和讯投顾黄儒琛盘后分析，预期外的尾盘新方向异动和昨天抢修复，导致今天盘面羸弱的情况都没有出现。全天算是预期内存量资金关 注节后科技线的发酵，AI和算力暂时无法确定谁最终能走出来，情绪上依旧是分歧的环境，这个主要是题材端PK材料的分歧导致的。量能由于是 节前的最后一天，存量资金也无法离场，还不如参与试错来博弈节后的新方向。所以相较于昨天量能放量了1400多亿，大部分抱团股由于都是主 板品种，嘛所以今天北交所和创业板显然在修复这里更为明显。 肾性主板品种尾盘没有再次抱团拉升，啊旧的品种该退就退掉了。今天业绩也全部公告结束了，5月份起码不用担心业绩雷的问题了。题材端节后 可能至少要观察4条线，其实今天观察的也是这4条。其科技线啊这一点主要是博弈假期disc二模型的消息发酵，那今天不管是AI端测还是AI智能 体，其实博弈的都是幻方的消息发酵，可以说市场的合力过于一致了，一旦模型上市后不及预期，或者未能如期上市，那相信节后回来算力线会 迎来批量的兑付。 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 ...

Market Performance - The market performance on April 30 is characterized by surprises, with the Shanghai Composite Index down 0.23%, the Shenzhen Component up 0.51%, and the ChiNext Index up 0.83% [1] - The trading volume increased by 151.4 billion compared to the previous trading day, with over 3,400 stocks rising, indicating a positive market sentiment despite tighter liquidity before the May Day holiday [1] Sector Analysis - Strong performance was noted in sectors such as Huawei concepts and artificial intelligence humanoid robots, with stocks like Changshan and Hongbo leading the gains [1] - The power sector, which had been performing well recently, experienced a pullback, while the banking sector also faced adjustments, yet individual stocks showed resilience with more gains than losses [1] Future Focus - Post-May Day, attention should be directed towards ST stocks with expectations of delisting, as all listed companies will disclose their financial reports [2] - Additionally, monitoring emerging hot topics during the holiday period is recommended for potential investment opportunities after the break [2]

（原标题：和讯投顾严笙：节后建议围绕政策加业绩主线，布局三大方向） 4月30日，A股今天放量反攻，三大指数互有涨跌，万亿资金杀入了哪个板块呢？沪指今天跌幅0.23，深证成指创业板指今天涨了5%，成交量1.17 万亿，放量了1,472亿，3400家个股上涨，近百股涨停，人形机器人算力华为概念成了最大赢家。和讯投顾严笙分析，原型机器人工信部推动了产 业创新，ETF涨幅超过2%，算力呢进行了返工。A500指数ETF成交量破了7亿，AI算力的需求爆发，同时消费电子也有一定的反攻，华为概念股 活跃，果链恢复了元气。 我们再看一下重磅新闻，特朗普关税补偿车企最高获得3.75的零售补偿，汽车板块整体迎来了资金净流入，创制造业pmi回落，4月份pmi降至 49%，但高技术制造业仍然在扩张，政策仍然在稳步的持续增长。第三个万亿回购潮，部分公司回购超过3,000,000,480家公司集体护盘，那么风 险又有哪些？银行股受挫，国有大行不良余额上升，同时假期效应明显，五一临近，资金或避险或短线急速的止盈离场，短线波动加剧，今日整 个市场是放量反弹，政策利好与业绩增长形成了共振。但pmi的回落与银行的调整暗示的结构性行情的机会，节后建 ...

4月30日，上证指数早盘低开后一度回升，随后快速回落，午后震荡走低；深证成指、创业板指早盘震荡上扬， 尾盘有所回落；科创50指数早盘探底回升，午后高位窄幅震荡。截至收盘，上证指数报3279.03点，跌0.23%，成 交额5055.73亿元；深证成指报9899.82点，涨0.51%，成交额6637.7亿元；创业板指报1948.03点，涨0.83%，成交 额2933.95亿元；科创50指数报1012.42点，涨0.85%，成交额262.96亿元。沪深两市合计成交11693.43亿元，成交 额较上一交易日增加1472.23亿元。 汽车、计算机等行业走强 *ST交投连收5个涨停板 盘面上来看，行业板块、概念涨多跌少。其中，汽车、计算机、传媒、电子、机械设备、通信、教育、医药生物 等行业涨幅靠前；人形机器人、华为、智谱AI、轮毂电机、AI眼镜、财税数字化、信创、算力、工业母机等概 念走势活跃。银行、电力、保险、钢铁、建筑材料等行业跌幅居前；人造肉、低碳冶金、PEEK材料、供销社、 生物质能发电、免税等概念走势较弱。涨停个股主要集中在汽车、机械设备、纺织服饰、电子、电力设备等行 业。 个股涨跌情况，截至收盘，沪深两市合计 ...

截至4月30日收盘，华为昇腾概念上涨3.44%，位居概念板块涨幅第5，板块内，65股上涨，创意信息 20%涨停，常山北明涨停，新致软件、天源迪科、亚康股份等涨幅居前，分别上涨13.39%、8.89%、 8.80%。跌幅居前的有*ST智胜、烽火通信、新晨科技等，分别下跌4.97%、1.48%、1.20%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 4.01 | 自由贸易港 | -1.28 | | 华为盘古 | 3.94 | 染料 | -1.21 | | MLOps概念 | 3.75 | 天津自贸区 | -1.06 | | 智谱AI | 3.49 | 人造肉 | -1.02 | | 华为昇腾 | 3.44 | 生物质能发电 | -0.90 | | 兵装重组概念 | 3.43 | NMN概念 | -0.90 | | 人形机器人 | 3.19 | 金属锌 | -0.88 | | 华为欧拉 | 3.11 | 供销社 | -0.84 | | 智能音箱 | 3.05 | 金属铜 | -0.83 | | 共 ...

资金面上看，今日兵装重组概念板块获主力资金净流入1.52亿元，其中，5股获主力资金净流入，净流 入资金居首的是中光学，今日主力资金净流入6314.85万元，净流入资金居前的还有建设工业、长安汽 车、长城军工等，主力资金分别净流入4554.97万元、3210.61万元、1135.04万元。 截至4月30日收盘，兵装重组概念上涨3.43%，位居概念板块涨幅第6，板块内，7股上涨，中光学涨 停，建设工业、东安动力、湖南天雁等涨幅居前，分别上涨5.39%、2.54%、2.51%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 4.01 | 自由贸易港 | -1.28 | | 华为盘古 | 3.94 | 染料 | -1.21 | | MLOps概念 | 3.75 | 天津自贸区 | -1.06 | | 智谱AI | 3.49 | 人造肉 | -1.02 | | 华为昇腾 | 3.44 | 生物质能发电 | -0.90 | | 兵装重组概念 | 3.43 | NMN概念 | -0.90 | | 人形机器人 ...

Core Insights - Huawei Euler concept stock rose by 3.11%, ranking 8th among concept sectors, with 42 stocks increasing in value [1] - The leading gainers in the sector included Creative Information with a 20% limit up, followed by Tianyuan Dike and Tuosida with increases of 8.89% and 5.38% respectively [1] - The sector saw a net inflow of 172 million yuan from main funds, with 24 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [1] Fund Flow Analysis - Creative Information, Tuosida, and Jingjiawei had the highest net inflow ratios at 26.97%, 9.50%, and 9.21% respectively [2] - The top stocks in the Huawei Euler concept for net fund inflow included Softcom Power with 149 million yuan, Creative Information with 98.79 million yuan, and Tuosida with 77.79 million yuan [2] - The trading volume and turnover rates for these stocks indicate strong investor interest, with Creative Information showing a turnover rate of 9.93% [2] Performance Summary - The overall performance of the Huawei Euler concept was positive, with several stocks showing significant gains, while a few experienced declines, such as Xincheng Technology and Zhongke Tongda, which fell by 1.20% and 1.04% respectively [1][3] - The concept sector's performance was contrasted by other sectors, such as Free Trade Port and Dye, which saw declines of -1.28% and -1.21% respectively [1] - The data indicates a robust interest in AI and technology-related stocks, particularly those associated with Huawei's initiatives [1][2]

资金流入比率方面，常山北明、创意信息、九联科技等流入比率居前，主力资金净流入率分别为 53.92%、26.97%、13.97%。（数据宝） 华为盘古概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000158 | 常山北 明 | 10.00 | 6.00 | 113802.34 | 53.92 | | 301236 | 软通动 力 | 3.57 | 5.25 | 14859.93 | 7.21 | | 300366 | 创意信 息 | 19.93 | 9.93 | 9879.43 | 26.97 | | 300840 | 酷特智 能 | 5.42 | 12.22 | 2689.07 | 6.26 | | 603039 | 泛微网 络 | 4.38 | 1.78 | 2605.67 | 8.00 | | 603108 | 润达医 疗 | 3.13 | 5.91 | 2378.12 | 3.70 | 截至4月 ...

截至4月30日收盘，MLOps概念上涨3.75%，位居概念板块涨幅第3，板块内，16股上涨，创意信息20% 涨停，星环科技、拓尔思、润和软件等涨幅居前，分别上涨8.33%、6.11%、4.39%。跌幅居前的有传音 控股、奥比中光等，分别下跌1.25%、1.20%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 4.01 | 自由贸易港 | -1.28 | | 华为盘古 | 3.94 | 染料 | -1.21 | | MLOps概念 | 3.75 | 天津自贸区 | -1.06 | | 智谱AI | 3.49 | 人造肉 | -1.02 | | 华为昇腾 | 3.44 | 生物质能发电 | -0.90 | | 兵装重组概念 | 3.43 | NMN概念 | -0.90 | | 人形机器人 | 3.19 | 金属锌 | -0.88 | | 华为欧拉 | 3.11 | 供销社 | -0.84 | | 智能音箱 | 3.05 | 金属铜 | -0.83 | | 共享单车 | 2.93 | 黄金概念 | ...