和讯投顾严笙：指数上扬，板块分化，资金纷纷撤离

Market Performance - A-shares continued to rise with major indices showing positive performance, including a 0.12% increase in the Shanghai Composite Index, which stabilized above 3380 points, and a 0.83% increase in the ChiNext Index [2] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.2 trillion, indicating active market participation [2] Sector Performance - The precious metals sector surged due to increased risk aversion stemming from global economic instability, leading to significant inflows into gold and other precious metals [2] - The battery sector also performed well, driven by the booming demand for electric vehicles and breakthroughs in solid-state battery technology [2] - The innovative drug concept saw a rebound, bolstered by recent significant collaborations that enhanced market confidence [3] Underperforming Sectors - The light industry and chemical fiber sectors faced declines, impacted by a sluggish real estate market affecting demand for household light industry products and raw material price pressures [3] - The semiconductor sector experienced a net outflow of 3.5 billion, attributed to instability caused by U.S. restrictions on advanced chip technologies [3] External Events and Impacts - The U.S. chip ban poses challenges for the semiconductor industry but may accelerate domestic companies' R&D capabilities [4] - The completion of the China-ASEAN Free Trade Area 3.0 negotiations is expected to create significant market opportunities for related sectors such as ports and logistics [4] - The promotion of IPv6 development has led to increased investment in seven related concept stocks, indicating market optimism [4]