每日解盘：三大指数集体收涨，市场低开高走，军工股持续爆发 -5月8日

Market Overview - On May 8, 2025, major indices collectively rose, with the Shanghai Composite Index up 0.28% to 3352.00 points, the Shenzhen Component Index up 0.93% to 10197.66 points, and the ChiNext Index up 1.65% to 2029.45 points. The total trading volume in the two markets was 1.2932 trillion yuan, a decrease of approximately 174.8 billion yuan compared to the previous trading day [2]. Sector Performance - The market showed a low open and high close throughout the day, with core broad-based indices rising. The ChiNext 50, micro-cap stocks, and the ChiNext Index led the gains, while the Sci-Tech 50 and dividend indices declined. Over 3800 stocks in the market rose, indicating strong performance [2]. - In terms of sectors, communication, national defense and military industry, and electric power equipment saw increases, while beauty care, non-ferrous metals, and steel sectors experienced declines [2]. Sector Data Summary - Communication: Today's increase of 2.6%, 5-day increase of 6.4%, 30-day decrease of 0.8%, and year-to-date decrease of 1.9% [3]. - National Defense and Military Industry: Today's increase of 2.6%, 5-day increase of 8.3%, 30-day increase of 2.6%, and year-to-date increase of 3.8% [3]. - Electric Power Equipment: Today's increase of 1.6%, 5-day increase of 4.7%, 30-day decrease of 6.7%, and year-to-date decrease of 4.6% [3]. - Banking: Today's increase of 1.1%, 5-day increase of 2.5%, 30-day increase of 2.0%, and year-to-date increase of 4.1% [3]. - Machinery Equipment: Today's increase of 1.0%, 5-day increase of 4.7%, 30-day decrease of 2.7%, and year-to-date increase of 10.4% [3]. Concept Themes - Chengfei Concept: Today's increase of 7.0%, 5-day increase of 15.2%, 30-day increase of 5.8%, and year-to-date increase of 11.0% [4]. - Large Aircraft: Today's increase of 3.1%, 5-day increase of 9.2%, 30-day increase of 3.0%, and year-to-date increase of 11.4% [4]. - Copper Cable High-Speed Connection: Today's increase of 3.0%, 5-day increase of 7.6%, 30-day increase of 0.4%, and year-to-date increase of 1.9% [4]. Industry Insights - The communication sector rose by 2.6%. Analysts suggest that the recent financial report disclosures have reduced market sentiment disturbances. The strong performance of overseas AI companies and the gradual implementation of domestic internet companies' capital expenditure plans are expected to drive demand for AI computing power [5]. - The focus is on the expansion of the Ascend industry chain and the continuous evolution of domestic AI models and computing chips. Key areas to watch include high-speed connectors, liquid cooling, servers, and AIoT smart modules [5].