Today, the main indices of A-shares fell in the morning and rebounded in a V-shape in the afternoon.

By the close, the Shanghai index rose by 0.02% to 3,230 points, the Shenzhen Component Index fell by 0.54%, at one point dropping more than 2.6%, and the Chinext Price Index fell by 0.98%, at one point dropping more than 3%.

The total transaction amount for the day was 1.26 trillion yuan, an increase of 197.8 billion yuan from the previous trading day, with 3,200 stocks declining in the All Market.

In the market, the humanoid robot sector rose, with stocks like Shenzhen Zhaowei Machinery & Electronics hitting the daily limit; the Brain-computer Interface sector surged, and Innovative Medical Management approached the daily limit; the initial economic and commercial department store sectors collectively soared, with Guangzhou Grandbuy and others hitting the daily limit; consumer electronics receiving subsidies for trading in old for new increased to 12 categories, boosting the home appliance sector, and Solareast Holdings hit the daily limit; the cross-border E-commerce, Blind Box economy, and shipbuilding sectors saw significant gains.

Additionally, the transgenic sector fell, with Winall Hi-tech Seed down over 7%; the CRO sector declined, with Special Treat *ST Puli hitting the daily limit down by 20cm; the small metal sector weakened, with Yantai Zhenghai Magnetic Material leading the decline.

Specifically:

The humanoid robot sector has rebounded continuously, with JunChuang Technology rising over 18%, Efort Intelligent Equipment Co., Ltd. rising over 15%, SanFeng Intelligent Equipment Group rising over 14%, Dingzhi Technology rising over 11%, Suzhou MedicalSystem Techology and Aishida Co., Ltd. hitting their price limit, Hechuan Technology and Siling Co., Ltd. rising over 8%, Keli Transmission, OBONI Intelligent Technology-UW, Keli Transmission, and Jiangsu Leili Motor rising over 7%, Wanda Bearing and Zhejiang XCC Group rising over 5%.

The E-commerce Concept stocks are performing actively, with Kaichun Holdings hitting the price limit of 20CM, Lionhead Technology Development rising over 7%, Hangzhou Onechance Tech Corp. rising over 5%, Qingmu Technology rising over 4%, Shanghai Lily&Beauty Cosmetics rising over 3%, Guangzhou Ruoyuchen Technology and Guangxi Xinxunda Technology Group rising over 2%.

The Brain-computer Interface sector is up, with Innovative Medical Management hitting the price limit, Keeson Technology Corporation rising over 6%, Hanwei Electronics Group Corporation rising over 4%, Nanjing Panda Electronics, Shanghai Stonehill Technology rising over 3%, Sanbo Brain and Jiangsu Apon Medical Technology rising over 3%.

The retail sector is strong, with Fujian Dongbai, Inzone Group, Guangzhou Grandbuy, Shanghai Yimin Commercial Group, and Beijing Hualian Department Store hitting their price limit, Wenfeng Great World Chain Development Corporation rising over 5%, Juran Smart Home, Zhongxing Shenyang Commercial Building Group, Zhongbai Holdings Group, and Ningbo Zhongbai rising over 4%.

The Pre-Cooked Food Sector is rising, with Dahu Aquaculture, Square Technology Group, and LingNan Eco&Culture-Tourism hitting the upper limit, Guolian Aquatic Products and Chunxue Food rising over 4%, and Haoxiangni Health Food rising over 3%.

The Agriculture Sector has plummeted, with Winall Hi-tech Seed falling over 7%, Zhejiang Xinan Chemical Industrial Group falling over 4%, and Beijing Dabeinong Technology Group, Yuan Longping High-Tech Agriculture, Hefei Fengle Seed, and Gansu Dunhuang Seed Group falling over 2%.

The Rare Earth Permanent Magnets Sector is down, with Yantai Zhenghai Magnetic Material, Ximei Technology, Innuovo Technology, and Advanced Technology & Materials falling over 3%, and Shenghe Resources Holding, China Nonferrous Metal Industry's Foreign Engineering and Construction, Beijing Zhong Ke San Huan High-tech, CHINA RAREEARTH, Zhongke Magnetic, and Earth-Panda Advanced Magnetic Material falling over 2%.

On the individual stock level, Cambricon once surged over 2%, reaching 735 yuan, setting a new historical high, with the latest Market Cap surpassing 300 billion yuan.

Looking ahead, China Securities Co.,Ltd. believes that the market may be weaker than expected in the short term due to combined disturbances from micro liquidity, exchange rate adjustments, policy vacuums, performance forecasts, and uncertainties brought by Trump. The underlying logic of the bull market has not been broken, and the goal of reversing deflation remains clear. Trump 2.0 does bring uncertainty, but external factors are secondary contradictions. Their impact is about timing, not the trend. Domestic policy is still worth looking forward to, and signals for potential interest rate cuts and reserve requirement ratio reductions were released during the central bank's fourth quarter regular meeting. With enhanced efforts in "two heavy and two new," if policies are substantively implemented, the market is expected to stabilize and embark on an offensive trend, making the pullback a good opportunity for positioning. Focus on industries: electronics, communications, non-ferrous metals, non-banking, banks, construction, food, etc.