A股收評：滬指升0.13%，AI應用板塊爆發，培育鑽石概念強勢
12月5日，A股主要指數小幅震盪，滬指升0.13%報3368點，深證成指升0.29%，創業板指升0.36%。全天成交1.53萬億元，較前一交易日縮量1708億元，全市場超3800股上升。
盤面上，OpenAI將進行12場直播展示新產品，AI應用板塊爆發，機器人板塊持續走高，文化傳媒、培育鑽石板塊活躍，腦機接口、遊戲及教育等板塊升幅居前。食品加工板塊下挫，養雞板塊走低，豬肉、貴金屬及油氣等板塊跌幅居前。
具體來看：
AI應用概念股爆發，華如科技、萬興科技等多股升停。消息面上，當地時間 12 月 4 日，OpenAI CEO 阿爾特曼在社交媒體透露，接下來每個工作日將進行一場直播，總共 12 場直播，其中包括髮布或演示，其中包括一些大型活動和一些聖誕禮物。
培育鑽石概念股升幅居前，沃爾德、黃河旋風、國機精工升停，力量鑽石、潮宏基、中兵紅箭等跟升。中信證券研報表示，近期國家加強對人造金剛石相關產品和技術的出口限制，凸顯其戰略屬性，基本面角度看，培育鑽石的市場在逐步擴大且應用場景不斷拓展。
機器人概念股活躍，埃夫特、偉創電氣、藍色光標等多股升停。消息面上，英偉達宣佈，為了擴展開發者和企業在雲端的可能性，公司和亞馬遜雲科技本週將在拉斯維加斯舉行的“亞馬遜雲科技re:Invent”上齊聚一堂。本屆大會上的發佈亮點包括 NVIDIA DGXCloud 在亞馬遜雲科技上的可用性，以及增強的AI、量子計算和各種機器人工具。
遊戲股上升，富春股份升超7%、崑崙萬維、盛天網絡升超6%，湯姆貓升超5%。
貴金屬股走低，ST中潤跌超3%，湖南黃金跌超2%，玉龍股份、中金黃金等跟跌。消息面上，昨日公佈的美國就業數據弱於預期，且美聯儲官員針對貨幣政策表態中性偏鷹，金價短線走強後回落。中信建投研報指出，11月以來，美債利率和美元指數在特朗普交易下顯著回升，降息預期降温，加上技術面嚴重超買，金價高位回調，一度跌至2500美元左右。中期來看，美國經濟和通脹同步放緩之下，金價整體上仍然難脱離高位震盪模式，短期來看，金價2400美元左右可考慮再次增配。
食品加工板塊下挫，蓋世食品跌超3%，巴比食品、西王食品跌超2%，三全食品、千味央廚等跟跌。
展望後市，銀河證券認為，近期A股走勢震盪可能主要由於政策相對進入空窗期，同時也是業績的空窗期，另外可能有來自外部地緣事件的頻繁擾動。影響A股中期趨勢的根本是國內基本面+預期管理。未來伴隨政策加碼，A股估值中樞有望持續抬升。
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