Market Overview - The market showed mixed performance with the Shanghai Composite Index and Shenzhen Component Index declining, while the ChiNext Index initially rose over 2% before retreating [2] - As of the midday close, the Shanghai Composite Index was at 3486.88 points, down 0.93%; the Shenzhen Component Index was at 10657.22 points, down 0.26%; and the ChiNext Index was at 2211.03 points, up 0.64% [2] Key Sectors - Computing Power Stocks: Companies like NewEase and Dongtianwei saw significant gains. NewEase's performance forecast for the first half of 2025 indicated a net profit of 3.7 billion to 4.2 billion yuan, representing a year-on-year increase of 327.68% to 385.47% [4] - NVIDIA Concept Stocks: Stocks such as Zhongdian Port and Tianfu experienced upward movement following NVIDIA's announcement of resuming sales of H20 GPUs to Chinese customers, with the U.S. government promising to grant the necessary licenses [5][6] Emerging Trends - Short Drama Industry: The short drama sector is expected to have a broad overseas market potential, with a focus on platforms that leverage both dubbed and original content. AI technology is transforming the creative landscape, providing opportunities for companies with core AI capabilities [7]
A股午评：沪指跌0.93%创指涨超2%后冲高回落涨0.64%，AI硬件上涨！近4700股下跌，成交额10961亿放量1087亿；机构解读
Sou Hu Cai Jing·2025-07-15 04:00