从盘面上来看，首先是军工板块全线爆发。距离美国对俄罗斯的最后通牒越来越近，国际局势也越来越 紧张。另外，9·3阅兵越来越近，相信只要有相关利好刺激，军工板块还有上涨空间。其次，人形机器 人概念继续大涨，板块指数放量涨近2%，创历史新高。消息面上，由中国电子学会、世界机器人合作 组织共同主办的"2025世界机器人大会"（8月8日至12日）即将开幕；8月14日至17日，世界人形机器人 运动会也将开幕。根据以往经验，目前，人形机器人概念已经到了利好兑现的阶段，追涨要慎重。 稿源：掌上长沙 2025-08-06 16:53 长沙晚报掌上长沙8月6日讯（全媒体记者 刘军）A股三大指数6日集体上涨，沪指创年内收盘新高。截 至收盘，沪指涨0.45%，收报3633.99点；深证成指涨0.64%，收报11177.78点；创业板指涨0.66%，收报 2358.95点。沪深两市成交17341亿元，较5日放量1380亿元。 行业板块涨多跌少，船舶制造板块大涨，橡胶制品、电机、航天航空、游戏、通用设备、汽车零部件板 块涨幅居前，中药、医药商业、化学制药板块跌幅居前。个股方面，上涨股票3357只，涨停77只；下跌 1817只，跌停3只。 ...

Market Overview - A-shares experienced a collective pullback on June 26, with the Shanghai Composite Index down 0.22% to 3448.45 points, the Shenzhen Component down 0.48% to 10343.48 points, and the ChiNext Index down 0.66% to 2114.43 points [1] - The trading volume in the Shanghai and Shenzhen markets was 158.32 billion yuan, a decrease of 19.6 billion yuan compared to June 25 [1] - Despite the pullback, the banking sector showed strength, particularly local banks like Qingdao Bank and Suzhou Bank, which rose over 4% [2] Sector Performance - The banking sector's market capitalization is nearing 16 trillion yuan, accounting for approximately 16% of the total market weight, indicating that the overall market is less likely to decline significantly as long as bank stocks perform well [2] - The military industry sector continued to show strength, with technical indicators suggesting a potential upward trend following a recent pullback [2] Company Insights - Kexin Information, a company specializing in software development, system integration, and IT operations, reported a net profit of -25.68 million yuan for Q1 2025, with a year-on-year decline of 51.99% [3] - The company is deepening its strategic cooperation with its largest shareholder, Data Industry Group, focusing on financial data analysis to support the digital transformation of its business [3] - Kexin Information is recognized as a leading provider of information services in the digital government and smart enterprise sectors, with mature technology in electronic certificates and multiple system construction projects [3]