板块方面，游戏板块早盘冲高，三七互娱（002555）涨停；国产软件概念股集体发力，国产软件指数创出近10年新高，开普云、正元智慧（300645）、 君逸数码（301172）录得20%涨停，天润科技、航天宏图等涨超10%；而稀土永磁、CRO/CMO、国防军工等前期热门板块早盘已显现回调态势。临近午 盘，市场情绪有所回暖，三大指数一度翻红，截至午间收盘，沪指涨0.11%，深成指涨 0.73%，创业板指涨 0.21%。 快速跳水后震荡，消费电子板块发力 8月26日，A股三大指数涨跌不一，成交额较前一交易日明显缩量，板块轮动加快，热门题材多数回调。截至收盘，上证指数跌0.39%，深证成指涨 0.26%，创业板指跌0.76%，北证50跌0.76%，科创50指数跌1.31%。沪深两市成交额约26790亿元，较前一交易日缩量4621亿元，沪深京三市成交额27098 亿元，缩量4671亿元；全市场超2800只个股上涨，近2500只个股下跌，90只个股涨停，8只个股跌停。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 0000 ...

A股三大指数26日早盘集体涨跌不一，截至午盘，沪指涨0.11%，深成指涨0.73%，创业板指涨0.21%， 北证50指数跌0.66%，沪深京三市半日成交额16994亿元，较上日缩量4026亿元。全市场超3300只个股 上涨。板块题材方面，游戏、猪肉、华为软件、农药板块涨幅居前；稀土永磁、创新药、银行、半导 体、机器人板块跌幅居前。盘面上。游戏板块集体走高，三七互娱涨停，冰川网络、恺英网络跟涨。猪 肉股盘中拉升，牧原股份逼近涨停，傲农生物封板。华为软件板块集体走强，正元智慧、拓维信息封板 涨停，常山北明、润和软件涨幅居前。稀土永磁板块震荡调整，包钢股份、北方稀土、中国稀土等跌超 5%。半导体板块同步回调，芯原股份、海光信息、成都华微跌幅居前。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

Inflation and Deflation Trends - Industry experts predict a new inflation cycle in China due to M2 scale reaching 326.06 trillion yuan, which is double the GDP, but currently, deflation is observed with April CPI rising only 0.3% [1] - From June 2025, five major price drops are anticipated in China [3] Real Estate Market - Since 2022, housing prices have been on a downward trend, with cities like Tianjin and Shijiazhuang experiencing declines, and major cities like Shanghai seeing significant adjustments, with prices dropping from 95,000 yuan per square meter to 65,000 yuan, a decrease of over 30% [5] - By the second half of 2025, housing price differentiation is expected, with second and third-tier cities slowing their decline while first-tier cities like Shanghai and Shenzhen may experience further drops [5] Seafood Prices - Seafood prices are becoming more affordable, with prices for king crabs dropping below 200 yuan each and salmon prices decreasing by 40%, while shrimp prices fell from 38 yuan per jin to 28 yuan per jin [7] - The decline in seafood prices is attributed to consumer hesitance following Japan's nuclear wastewater discharge, leading to reduced demand despite no contamination in domestic seafood [7] Automotive Market - A price reduction trend is observed in the domestic automotive market, with mid-range cars dropping by 15,000 to 20,000 yuan and luxury imports seeing reductions up to 100,000 yuan [9] - Factors contributing to the decline include an influx of new energy vehicles, increased competition from tech companies like Huawei and Xiaomi, and reduced consumer purchasing power [9] Home Appliance Prices - Home appliance prices are expected to adjust downwards by 10% to 15% for items like refrigerators, TVs, and air conditioners by 2025 [12] - The rapid technological advancement in appliances and decreased consumer spending due to lower incomes are driving the need for discounts and promotions to clear inventory [12] Pork Prices - Pork prices are decreasing, with supermarket prices dropping from 26-28 yuan per jin to 18-20 yuan per jin, and further declines are expected [13] - The price drop is due to overproduction from previous years' high prices attracting investment in pig farming and a shift in consumer preference towards healthier meat options [13]