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市场呈现震荡走高态势，沪指实现7连阳，三大指数同步刷新年内新高。沪深0004;市全天成交额达1.88万亿，较上一交易日放量545亿。然而，盘面上热点繁杂，个股跌多涨少，超3100只个股下跌。

从板块表现来看，芯片股午后强势爆发，寒武纪涨停并创历史新高。伴随大型科技公司对人工智能数据中心投资加大，HBM芯片订单激增，对A股形成映射。国盛证券研报指出，AI引领半导体新一轮强增长周期，预计2030年HPC/AI终端市场将占据半导体市场45%份额 ，后续或有更多资金涌入国产算力方向，可关注低位补涨机会。

液冷服务器概念持续活跃，大元泵业、新朋股份涨停。浙商证券研报称，25Q2海外大厂资本开支上修，AI产业正循环逻辑强化，液冷渗透率加速提升，25 – 27年市场规模可观。但连续放量拉升后，短线或趋高潮，需留意个股分化。

脑机接口概念股全天活跃，创新医疗、麒盛科技涨停。消息面上，七部门发布相关Ů..

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