午评：沪指跌近1% 算力硬件股逆势大涨

Market Overview - The market showed mixed performance with the Shanghai Composite Index down 0.93% at 3486.88 points, the Shenzhen Component Index down 0.26% at 10657.22 points, and the ChiNext Index up 0.64% at 2211.03 points, with total trading volumes of 430.6 billion, 650.2 billion, and 295.7 billion respectively [1] Sector Performance - The CPO, liquid cooling servers, components, and gaming sectors saw significant gains, while coal, electricity, photovoltaic, and pharmaceutical commercial sectors experienced notable declines [1] - Computing hardware stocks surged, with New Yisheng hitting a historical high, and rare earth permanent magnet stocks also saw a spike, with Huahong Technology reaching a limit up [2] Institutional Insights - Fund managers noted a bullish sentiment in the equity market with a rotation of gains across various sectors, highlighting growth sectors like AI applications, semiconductors, and pharmaceuticals, as well as sectors showing signs of recovery like securities, electric power, and consumer goods [4] - Citic Securities indicated that social financing growth was supported by government bond issuance, with expectations for continued support in the credit environment due to structural easing policies [4] Economic Indicators - The National Bureau of Statistics reported a positive change in the Consumer Price Index (CPI) for June, marking the first increase after four months of decline, with core CPI reaching a 14-month high [5] - Factors supporting a moderate recovery in prices for the second half of the year include economic stability, ongoing domestic demand policies, and improved market conditions [5] Company Developments - Nvidia's CEO announced the approval for the sale of H20 chips to the Chinese market and the upcoming release of the RTX Pro GPU, which is designed for computer graphics, digital twins, and artificial intelligence applications [6]