与英伟达合作，氮化镓龙头股价盘中暴涨60%！高手看好这些主线

Group 1 - The Shanghai Composite Index continued its downward trend, hitting a low at the 20-day moving average, with a trading volume of 15,984 billion yuan, a significant decrease of 3,377 billion yuan from the previous day [1] - In the market, the express delivery, pharmaceutical, and software service sectors showed the highest gains [1] - InnoTek has been selected as a partner by NVIDIA, with its stock price surging over 60%, marking a significant collaboration in promoting the 800V direct current power architecture for AI data centers [1] Group 2 - In the ongoing stock simulation competition hosted by the Daily Economic News App, participants are actively engaging, with the competition starting on August 1 and running until August 8 [3][6] - The competition offers a simulated capital of 500,000 yuan, with rewards for positive returns and various prizes distributed weekly and monthly [6][10] - Participants can gain insights from the "Fire Line Quick Review," which includes the latest market events, investment logic, and company analysis [10][15] Group 3 - Experts in the competition suggest that the current market presents structural opportunities, particularly in solid-state transformers and gallium nitride power semiconductors, benefiting from the demand from AI data centers [11][12] - There are two main profit models in the A-share market: one driven by trading sentiment, often involving high P/E ratio stocks, and another based on solid fundamentals supported by institutional funds [12] - The competition rewards participants based on their performance, with specific points allocated for rankings, encouraging active participation to maximize monthly scores [14][21]