A股收評：滬指漲0.21%，全市成交額超2萬億，消費大爆發，AI硬件熄火
今日，A股主要指數漲跌不一，截至收盤，滬指漲0.21%報3388點，深證成指跌0.26%，創業板指跌0.52%。
全天成交2.04萬億元，較前一交易日增量722億元，全市場近3100股下跌。
盤面上，大消費板塊走高，乳業、食品飲料等方向領漲，莊園牧場5連板，來伊份等近10股漲停；免稅、商業百貨板塊爆發，中百集團、海南發展等多股漲停；電池板塊走強，聖陽股份等多股漲停；旅遊酒店板塊活躍，凱撒旅業漲停；航空機場、預製菜概念及美容護理等板塊漲幅居前。
另外，國資雲概念下挫，深桑達跌停；CPO概念走低，博創科技跌超11%；銅纜高速鏈接板塊走弱，瑞可達跌超9%；騰訊雲、商湯概念及AI智能體等板塊跌幅居前。
具體來看：
消費板塊大爆發，莊園牧場5連板，重慶百貨2連板，友好集團、中百集團、海南發展、東百集團、海南椰島、居然智家、凱撒旅業、一鳴食品、佳禾食品漲停，騎士乳業漲超9%，友阿股份漲超7%，中央商場、新乳業漲超6%，供銷大集、南寧百貨漲超5%。
固態電池板塊大漲居前，聖陽股份、華豐股份5連板，武漢藍電漲超25%，力佳科技漲超17%，納科諾爾漲超15%，長虹能源漲超13%，力王科技、紫建電子漲超12%，上海洗霸、光華科技、紫江企業漲停，三洋新材漲超8%，孚能科技漲超7%，福能東方、瑞泰新材漲超6%。
白酒股大漲，迎駕貢酒、瀘州老窖漲超5%，今世緣漲超3%，山西汾酒、皇臺酒業、五糧液漲超2%，古井貢酒、貴州茅臺、酒鬼酒漲超1%。
遊戲股走強，寶通科技漲超17%，湯姆貓漲超8%，迅遊科技、名臣健康、富春股份漲超4%，完美世界漲超3%。
銅纜高速連接、CPO跌幅居前，博創科技跌近12%，太辰光跌超8%，中富電路跌超6%，兆龍互連、鼎通科技、新易盛、劍橋科技跌超5%，神宇股份、沃爾核材、天孚通信跌超4%，長飛光纖、新亞電子、華脈科技跌超3%。
光伏板塊回調，雙良節能、愛旭股份、金剛光伏、晶澳科技跌超3%，鈞達股份、賽伍技術、東方日升跌超2%。
軍工股走弱，中國衛通、洪都航空、航天宏圖跌超3%，北方導航、光啓技術、鋼研高納跌超2%。
液冷服務器走低，中鼎股份跌超6%，申菱環境跌超5%，數據港、神州數碼、潤澤科技、高瀾股份等跌超4%，浪潮信息、英維克跌超3%。
展望未來，海通證券認爲，結合民企座談會、地方兩會等重要會議，未來產業政策或進一步聚焦科創，消費地產、安全等也受重視。我國宏觀環境具備培育科技巨頭土壤，股市制度環境也爲科技投資創造有利條件，中國科技“七姐妹”正崛起中。春季行情正在演繹中，結構上AI浪潮引領下的科技是持續性主線，存在預期差的消費醫藥及地產也應重視。
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