A股收评：沪指创年内新高，大金融狂欢，军工、芯片齐飞！

Market Performance - The A-share market continued its upward trend, with the Shanghai Composite Index rising 1.04% to 3455.97 points, marking a new high since December 12, 2024 [1] - The ChiNext Index increased by 3.11%, and the Shenzhen Component Index rose by 1.72%, while major indices like the SSE 50, CSI 300, and STAR 50 all gained over 1% [1][2] Trading Volume - The total trading volume of the Shanghai and Shenzhen markets reached 16,027.88 billion yuan, an increase of 1,881.74 billion yuan compared to the previous day [2] Sector Performance - The financial sector saw significant gains, with brokerage firms, financial technology, and banks performing well. Notable stocks included Dongfang Caifu and Tianfeng Securities, which hit the daily limit [3][5] - The military and aerospace sectors also experienced strong performance, with several stocks reaching their daily limit due to upcoming commemorative events [5][7] Notable Stocks - Dongfang Caifu's stock price rose by 10.04% to 24.00 yuan, with a market capitalization of 379.297 billion yuan [6] - Other notable performers included Guosheng Jinkong and Tianfeng Securities, both of which saw increases of over 10% [6] Industry Trends - The semiconductor sector showed strength, with stocks like Tailin Micro and Taiji Co. hitting their daily limit, driven by a surge in demand for DDR4 memory due to production halts by major manufacturers [8] - Conversely, the oil and gas sector continued to decline, with stocks like Zhun Oil and Beiken Energy experiencing significant drops due to easing geopolitical tensions in the Middle East [9][10] Future Outlook - Foreign investment firms are optimistic about Chinese assets, with Goldman Sachs maintaining an overweight recommendation for A-shares and Hong Kong stocks, projecting a target of 4600 points for the CSI 300 [10] - JPMorgan highlighted China's leading position in various technology sectors, suggesting that global investors are increasingly focused on China's innovation and dominance [11]