Market Overview - The market shows a clear upward trend with 4,624 stocks rising, indicating a significant overall profit effect [4] - The trading volume has increased by 7.8% to nearly 8 trillion yuan, reflecting heightened market activity, particularly in the Shenzhen market [5] Sector Performance - Strong performance is noted in sectors such as CPO, copper-clad laminates, and consumer electronics, while sectors like electrolytes, coal, and civil aviation are underperforming [4] Fund Flows - Institutional investors are cautiously optimistic, maintaining a high position strategy with over 60% opting for heavy positions in response to market volatility, particularly favoring AI and semiconductor sectors [8] - Retail investors show a mixed sentiment, with some active in specific stocks but overall cautious, leading to a net outflow of retail funds [8] Investor Sentiment - The sentiment among retail investors is at 75.85%, indicating a generally positive outlook despite some hesitance [9] - A significant portion of investors (61.20%) anticipates a market decline in the next trading day, while 38.80% expect an increase [15]

一、行情回顾 市场全天震荡走强，沪指重返3900点上方，创业板指涨超3%。深地科技概念集体爆发，正元地信、中化岩土等十余股涨停。CPO等算力硬件股继续走强， 汇绿生态涨停，新易盛涨超10%。消费电子板块拉升，昀冢科技、环旭电子涨停。下跌方面，煤炭、燃气板块调整，安泰集团跌超7%。个股涨多跌少，沪 深京三市超4600股飘红，今日成交1.89万亿。 二、当日热点 1.深地经济 深地经济概念今日大涨，神开股份、石化机械一字涨停，德石股份、中信重工、山东墨龙等多股连板。 据中证报报道，自然资源部相关负责人最新表示，"十五五"将加快抢占深海、深地等新兴和未来产业的标准化制高点。 深地经济是指围绕地球深部资源开发、深部空间利用等形成的经济活动及相关产业链的总称，包含深地资源开发（油气、矿产等）、深地空间利用、深地技 术研发与装备制造等多个方面，分析人士称，深地经济有望纳入"十五五"规划。 国企改革 +1.62% 湖北：探索更多国有资源资产化、国有资产证券化、国有资金杠杆化 理由 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值⇒ | | | --- | --- | --- ...