科创人工智能尾盘崛起！589520逆市暴涨4.81%领跑全场！估值回归演绎，A股最大医疗ETF豪取八连阳

Market Overview - A-shares experienced fluctuations with the three major indices slightly declining, and the Shanghai Composite Index falling below 3600 points, with a total trading volume of 1.79 trillion yuan [1] - Market hotspots were mixed, with the number of rising and falling stocks being roughly equal, but the Sci-Tech Innovation Board saw a late surge, shifting funds from cyclical stocks to technology stocks [1] Key Industry Performances - The Sci-Tech Innovation Board's artificial intelligence sector showed significant elasticity, with stocks like Cambricon Technologies rising over 12%, and the Huabao AI ETF (589520) surging 4.81%, leading the market in industry-themed ETFs [1][3] - Other hard technology ETFs, including those focused on big data, electronic technology, and innovative enterprises, also saw positive performance [1] Medical Sector Insights - The largest medical ETF (512170) in A-shares experienced a strong performance, reaching a new high since November 14, 2024, with a daily increase of 2.47% and an eight-day winning streak [1][9] - The medical sector is benefiting from a shift in policy, with the National Medical Insurance Administration emphasizing a "value over price" approach in medical procurement, which is expected to enhance the industry's valuation recovery [9][14] AI Industry Developments - The upcoming World Artificial Intelligence Conference (WAIC) from July 26-28 is anticipated to drive interest in the AI sector, with significant government attention on domestic AI development [6][7] - The U.S. has also made moves to enhance its AI capabilities, with President Trump announcing an "AI Action Plan" and companies like NVIDIA and AMD resuming sales of AI chips to China, which may alleviate supply chain pressures [6][7] ETF Performance Highlights - The Huabao AI ETF (589520) recorded a trading volume of 38.36 million yuan, with a significant increase of 379% compared to previous trading sessions, indicating strong buying interest [3] - The medical ETF (512170) outperformed the Shanghai Composite Index, with a cumulative increase of 5.46% over the week, highlighting the sector's recovery potential [11] Future Market Outlook - Analysts from Dongfang Securities predict a stable macroeconomic outlook with sufficient liquidity, suggesting that the market's structural activity is likely to continue, with the Shanghai Composite Index potentially challenging last year's high of 3674 points [2] - The focus on structural themes remains crucial, with expectations for a gradual accumulation of necessary conditions for a bull market by the fourth quarter of 2025 [2]