A股午評：滬指跌0.32%再度失守3200點 流感概念股回調
A股主要指數早盤調整，截至午盤，滬指跌0.32%報3196.78點，深成指平收，創業板指跌0.55%。全市場半日成交額6106億元，較上日縮量894億元，超3000只個股飄綠。
盤面上，電源設備概念活躍，華塑科技、中恒電氣、華西能源升停；銅纜高速連接板塊拉昇，鑫科材料、得潤電子升停；種業股普升，登海種業升停，康農種業、神農種業升超5%。流感概念股回調，亨迪藥業跌超10%，人民同泰、香雪製藥跌超8%；零售股跌勢延續，益民集團、中百集團、東百集團跌停；煤炭股集體走低，寶泰隆跌超9%，安源煤業跌超7%。
銅纜高速連接板塊拉昇 得潤電子升停
鑫科材料、得潤電子升停，太辰光升超11%，顯盈科技、博創科技升超7%，金信諾、勝藍股份、創益通、立訊精密等升超4%。
西部證券研報稱，生成式AI推動下算力需求迅速增長，數據中心蓬勃發展。數據中心是提供算力與存儲的基礎設施平台，是AI基礎設施的核心。由於AI訓練與推理主要在數據中心完成，隨着目前千億級參數規模的大模型成為主流，數據中心重要性日益凸顯。高速銅纜憑藉高帶寬、高速等優勢，有望成為數據中心連接的最優解。銅纜高速連接主要用於數據中心內部服務器與交換機之間、交換機與交換機之間等短距離互聯傳輸場景，銅纜方案不僅有助於提升數據傳輸速度和可靠性，還在散熱效率、信號傳輸及成本方面有顯著的優勢。
種業股普升 登海種業直線升停
登海種業直線升停，康農種業、神農種業升超5%，秋樂種業、豐樂種業、敦煌種業等跟升。消息面上，據農業農村部消息，我國確定2025年糧食生產三大重點任務，將全力以赴抓好糧油生產，各地將在用足用好補貼、保險等已有政策基礎上，落實糧油種植專項貸款貼息以及主產區獎補激勵、產銷區橫向利益補償等新增政策，調動各類主體種糧積極性。
流感概念股回調 亨迪藥業跌超11%
亨迪藥業跌超11%，羅欣藥業、人民同泰、聯環藥業、一品紅、香雪製藥、精華製藥跌超8%，特一藥業、雙鷺藥業、新華製藥等跌幅居前。
零售股跌勢延續 中百集團跌停
益民集團、中百集團、東百集團跌停，國芳集團、大連友誼、寧波中百跌超8%，華聯股份、錦和商管、大東方等跌幅靠前。
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