A股两融余额节节攀升，哪些股票成为其心头好？ 今日（8月27日），A股市场主要指数冲高回落，其中上证指数尾盘跳水，收盘下跌1.76%；创业板指盘中一度涨近3%，收盘下跌0.69%；科创50指数盘中 一度涨超4.8%，收盘涨幅回落至0.13%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3800.35 | 12295.07 | 1550.44 | | -68.03 -1.76% -178.10 -1.43% -41.47 -2.60% | | | | 科创20 | 创业板指 | 万得全A | | 1272.56 | 2723.20 | 6057.25 | | +1.68 +0.13% -18.93 -0.69% -107.44 -1.74% | | | 全天A股市场合计成交3.2万亿元，创近10个月来新高，距离历史峰值差距缩小到2800亿元以内。共19只股票成交额达到百亿元以上，包括北方稀土、寒武 纪-U、新易盛、东方财富、中际旭创等。其中北方稀土（600111）成交额277.8亿元，创其单日成交新高，同时夺得A股成交额冠军。 多只热门股午后股价大幅回落。如减速器 ...

Core Viewpoint - The article highlights a significant market shift with the rise of nuclear fusion stocks amidst a broader decline in the ChiNext index, indicating a potential investment opportunity in the nuclear fusion sector driven by recent technological advancements and policy support [1][3]. Group 1: Market Dynamics - The nuclear fusion sector saw a surge with stocks like Haheng Huaton and Xue Ren Co. hitting the daily limit, with over 1.8 billion yuan in net inflow into the sector [3]. - The ChiNext index experienced a drop of 1.28%, primarily influenced by a 2.8% decline in Ningde Times, which negatively impacted the index by 0.6 percentage points [5]. - Foreign capital sold off 720 million yuan, indicating a potential shift in investment focus towards AI sectors [5]. Group 2: Key Drivers for Nuclear Fusion - A significant technological breakthrough was announced with the International Thermonuclear Experimental Reactor (ITER) set to achieve its first plasma discharge in 2026, with key performance indicators expected to exceed a Q value of 10, accelerating commercialization by five years [3][4]. - The market for nuclear fusion is projected to reach 7.8 trillion yuan if the cost of fusion power generation drops to 0.3 yuan per kilowatt-hour, with companies like Antai Technology and Western Superconducting seeing increased demand and profitability [4]. - The release of the "Nuclear Energy Technology Innovation Action Plan" by four ministries is expected to drive annual growth rates of 70% in the sector, supported by fiscal subsidies, tax incentives, and special bonds [4]. Group 3: Investment Strategies - Investors are advised to monitor the trading volume of key stocks like Xue Ren Co. and the overall sector's trading volume, which needs to exceed 15 billion yuan for sustained momentum [5]. - Signals for potential bottom-fishing in the ChiNext index include technical indicators for Ningde Times and support levels for the index [5]. - Caution is advised regarding sectors under pressure, such as innovative pharmaceuticals, and the ongoing outflow of foreign capital [5].