突然爆发！20%涨停

Market Overview - The A-share market opened lower on August 4, with the Shanghai Composite Index up by 0.24% to 3568.39, while the Shenzhen Component Index fell by 0.27% to 10962.19, and the ChiNext Index decreased by 0.49% to 2311.14 [2][4] Aerospace and Defense Sector - The aerospace and defense sector experienced a significant rally, with stocks such as Aileda rising by 20% to hit the daily limit, and other companies like Changcheng Military Industry and Beifang Longchang also seeing substantial gains [5][6] - The sector's growth is attributed to increasing global military expenditures driven by heightened security concerns and the expansion of the military trade market, supported by improved domestic substitution capabilities [8] Gold Stocks - Gold stocks collectively rose, with notable increases including Chifeng Gold up over 5% and Shandong Gold also showing strong performance [10][11] - The rise in gold prices is influenced by market expectations of U.S. interest rate cuts following disappointing non-farm payroll data, which has led to a surge in gold futures prices, surpassing $3400 per ounce [12] Hong Kong Market - The Hong Kong stock market saw all three major indices rise, with Huahong Semiconductor increasing by over 6%, and other companies like SMIC and Lenovo also experiencing gains [4]