板块题材方面，钢铁、小金属、猪肉、可控核聚变、福建、存储芯片板块涨幅居前；风电设备、游戏、深圳、国资云板块 跌幅居前。盘面上，存储芯片板块延续强势，盈新发展6连板，时空科技4连板，大为股份2连板，江波龙、普冉股份等股盘中 再创新高。CPO等算力硬件股表现活跃，新易盛、生益科技、汇绿生态盘中再创新高，东山精密、环旭电子等多股上扬。钢铁 板块盘中持续走高，新兴铸管、常宝股份双双涨停。此外，煤炭、小金属、福建本地股均有所异动。另一方面，风电设备板块 多数调整，海力风电、威力传动、盘古智能等股下挫。游戏板块同样表现落后，游族网络、巨人网络、恺英网络跌幅居前。 A股三大指数早盘集体上涨，截至午盘，上证指数涨1.04%，深成指涨1.26%，创业板指涨1.54%，北证50涨0.05%。沪深京 三市半日成交额15760亿元，较上日放量3367亿元。全市场超3700只个股上涨。 ...

Core Viewpoint - A-share CPO and computing hardware stocks experienced a collective surge at the opening, indicating strong market interest and potential growth in this sector [2] Group 1: Market Performance - Zhongji Xuchuang opened over 9% higher, reflecting significant investor confidence [2] - Xinyi Technology and Tianfu Communication both rose over 5%, showcasing a positive trend among key players in the computing hardware market [2] - Cambridge Technology and Robotec also saw notable increases at the opening, further emphasizing the bullish sentiment in the sector [2]

Group 1 - A-shares experienced a morning surge followed by a slight pullback, with the three major indices showing minor increases. The half-day trading volume in the Shanghai and Shenzhen markets was 1.64 trillion, a decrease of 78.7 billion compared to the previous trading day [1] - Over 3,200 stocks in the market saw gains, indicating a broad-based upward movement despite the mixed performance of individual stocks [1] Group 2 - The Huawei concept stocks showed strong fluctuations, with Chengmai Technology hitting the daily limit up of 20%. CPO and other computing hardware stocks maintained their strength, with companies like Xinyisheng reaching historical highs [3] - Consumer stocks, particularly in the liquor sector, rebounded, with Jiugui Liquor also hitting the daily limit up. In contrast, military stocks underwent adjustments, with Fenghuo Electronics dropping over 5% [3] - The sectors with the highest gains included liquor, Huawei HiSilicon, CPO, and rare earth permanent magnets, while military, PEEK materials, securities, and gaming sectors faced the largest declines. By the end of trading, the Shanghai Composite Index rose by 0.3%, the Shenzhen Component Index increased by 0.3%, and the ChiNext Index gained 0.39% [3]