Group 1: Market Overview - The market experienced adjustments in the morning but rebounded in the afternoon, with the Shanghai Composite Index rising by 0.23%, while the Shenzhen Component and ChiNext fell by 0.26% and 0.52% respectively. The total trading volume in the Shanghai and Shenzhen markets reached 2 trillion, an increase of 662 billion compared to the previous trading day [1]. Group 2: AI Stock Crash - The AI concept stock, Huoliang Technology, experienced a significant drop, falling over 40% during the trading session, and was down 37% at the time of reporting [2]. - The stock had previously surged from 1.13 HKD in October last year to a peak of 12.74 HKD, marking a maximum increase of over 10 times [3]. - The company announced potential negotiations for the sale of its Mintegral business, which integrates AI and advertising, indicating ongoing evaluations without any binding agreements yet [4]. Group 3: Regulatory Impact - New U.S. regulations introduced in 2024 aim to prevent sensitive personal data from being accessed by countries of concern, which may impact Huoliang Technology's business operations [5]. Group 4: Xiaomi's Market Movement - Xiaomi's stock price surged over 4% during the day, reaching a historical high, which also elevated CEO Lei Jun's wealth, making him the new richest person in China [10]. - However, Xiaomi's stock later faced a significant decline, dropping nearly 6% by the time of reporting [11]. Group 5: Consumer Sector Performance - The consumer sector saw a collective rise, with beverage manufacturing, retail, food processing, and tourism sectors leading the gains. Hai Rong Technology hit a 20% limit up, while other companies like Zhuangyuan Pasture and Yiming Food also saw significant increases [15]. - A recent government initiative aims to optimize the consumer environment by 2027, which is expected to enhance the quality of goods and services, thereby benefiting the food and beverage sector [17][18]. Group 6: Solid-State Battery Sector - The solid-state battery concept continued to show strong performance, with companies like Shengyang Co. and Lingge Technology seeing substantial gains [20]. - The China Electric Vehicle Hundred People’s Association indicated that solid-state batteries are expected to start being installed in vehicles by 2027, with mass production anticipated by 2030, highlighting the advantages of solid-state batteries over traditional lithium-ion batteries [20].

先从几个大的维度看今天的市场，两市成交1.49万亿，量能还是处于萎缩的状态。昨晚我提到过一个数据，9月底 行情启动以来a股日平均是1.98万亿，跟这个数一对比就知道今天的活跃度在什么水平。 两市的中位数+1.25%，大部分个股处于回血状态，可能有些人会感到意外，因为今天几个大盘指数都是跌的，但 是小微个股的表现十分活跃。以后我贴一下几个代表性指数就能反应当日的市场风格。 | | 代码 | 名称 | 涨幅％ | 现价 | | --- | --- | --- | --- | --- | | 1 | 1B0016 | 上证50 | -0.75% | 2582.05 | | 2 | 399300 | 沪深 300 | -0.46% | 3848.09 | | ന | 1B0688 | 科创 50 | -1.18% | 957.92 | | ব | 399006 | 创业板指 | -0.02% | 2175.18 | | 5 | 399905 | 中证 500 | -0.25% | 5735.65 | | ଚି | 1B0852 | 中证 1000 | +0.36% | 6052.13 | | 7 | 932000 | ...

今天a股成交2万亿，虽然比前几天缩水了20%，但依然维持在2万亿的高水准。中位数0%，两市涨跌各半，但几个指数都是涨的，说明今天权重板块的表 现更好。 该说不说目前的a股还是挺有韧性的，每每大盘差口气的时候就会资金能顶上来，每当市场情绪显出疲态的时候就会有新的概念板块接力，其实今天全球 股市整体表现不太好的，边上一圈的香港台湾日本韩国都在跌，甚至咱们上午10点半那会也在挖坑，但后面还是连拉带拽的涨回来了。 后台经常有读者问，现在算不算牛市？如果只看a股腰部以下的话现在已经是牛市了，微盘股指数过去三个月上涨21%、16%、10%（11月份只过了一 半），这都不能算慢牛了，这是标准的快牛走势。 但看a股腰部以上的话离牛市还差远了，尤其是头部权重股一片冰凉，严重贫血。历史上没有牛市会出现如此差距明显的冷热不均，所以有一派市场观点 是牛市上半场先让小盘股领涨，下半场再轮动到权重股，就是不知道什么时候裁判吹哨换边。 我也觉得后续风格轮动的可能性比较大，但我要补充一点，这里用足球比赛的上下半场举例，但现实中a股风格切换的时间大概率不是均等的，比如有可 能上半场70分钟，下半场20分钟，诸如此类的比例。根据以往的经验，等到 ...

今天两市成交5265亿，几个指数都是微幅波动，但是中位数+0.99%，所以是散户体感良好的交易日，指数不涨但账户有显著回血。 涨最好的是固态电池板块，哦不，准确的说是固态电池概念，因为目前还没有一家上市公司能够量产全固态电池，连半固态能量产的都寥寥无几。这一轮 固态电池概念被炒起来，是因为一家叫鹏辉能源的公司开了个发布会，宣布了在固态电池上的一些技术突破。 不是量产，公司也说了1年 内不会量产。 a股的固态电池我有印象的就炒过3次，每次都是差不多的情况，有上市公司宣布实验室技术进步，但离量产有差距，然后就会有市场里的热钱借机 推一波。 我找找以前写过的关于两种形态电池优缺点介绍，关键词搜固态就有： 上面这段内容是4月9日的夜报，转过头就是一波连跌，软件里固态电池指数的走势你们看一下，就对这事大致心里有个数。我觉得炒股跟着热点学习一些 新知识挺好的，但跟着热点炒股只适合牛市，熊市容易站岗。 今天跌幅最大的是教育和高速公路，也是唯二跌幅超过1%的板块。教育是因为之前关于教培的炒作退潮了，官方虽然为了刺激消费鼓励培训教育，但并 不是解禁之前封杀的k12教育，如果只是兴趣爱好培训和职业教育的话，这一块市场其实一般。 ...