A股收評:創業板指升0.8% 多模態AI、CPO等板塊升幅居前
A股主要指數午後小幅回落,截至收盤,滬指升0.11%報2969點,深證成指升0.36%,創業板指升0.8%。兩市超3700股下跌,全天成交9617億元,北上資金淨買入4.6億元。盤面上,谷歌稱Gemini開創“原生多模態”時代,多模態AI板塊走高,蘇州科達等多股升停;CPO板塊午後大升,蘇州科達、劍橋科技等多股升停;光通信模塊板塊持續走強,騰景科技20cm升停;Chiplet概念走高,賽微電子升超15%;算力概念震盪上行,天孚通信逼近升停;HBM概念、AI芯片等板塊升幅居前。另外,紡織服裝板塊午後持續下挫,龍頭股份跌約8%;地產股走弱,中天服務領跌;糧食概念走低,北大荒跌超5%;在線旅遊、户外露營及體育產業等跌幅居前。

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