A股收评：沪指震荡收涨0.39%，创新药概念股午后集体爆发

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index rising by 0.39%, the Shenzhen Component Index increasing by 0.11%, and the ChiNext Index declining by 0.24% [1] - The total market turnover was 1,496.5 billion yuan, a decrease of 20.7 billion yuan compared to the previous day, with over 2,600 stocks rising [1] Sector Performance - The leading sectors included innovative drugs, photolithography machines, precious metals, banks, and electric power, while diversified finance, digital currency, cloud computing, and battery sectors saw declines [2] - Notable stocks in the innovative drug sector, such as Shuyou Shen and Anglikang, reached historical highs, with several stocks hitting the daily limit [2] - The photolithography machine sector remained active, with stocks like Kaimeteqi and Haili Co. also hitting the daily limit [2] - The banking sector rebounded collectively, with China Construction Bank and Shanghai Pudong Development Bank reaching historical highs [2] - The electric power sector showed strong performance, with Huadian Liaoning and Huayin Electric hitting the daily limit [2] - The diversified finance sector experienced a collective adjustment, with Hongye Futures hitting the daily limit down [2] Hotspot Overview - The innovative drug sector is supported by new measures from the National Healthcare Security Administration and the National Health Commission, encouraging commercial health insurance to expand investment in innovative drugs [10] - The electric power sector is expected to face peak electricity demand due to higher temperatures in July across many regions [11] - The semiconductor sector is seeing IPO applications from several "unicorn" and "little giant" companies, including Moer Thread and Muxi Co., with significant fundraising plans [12][13]