A股突变！银行股，异动

Market Overview - The A-share market opened lower on August 4, but the Shanghai Composite Index managed to turn positive by the time of reporting [1] - The Hong Kong market also saw the Hang Seng Index and Hang Seng Tech Index open lower but later turned positive [4] Sector Performance - Gold and media sectors showed strength against the market trend, while most sectors like CPO, computing power, and AI experienced pullbacks [2] - Banking stocks collectively strengthened during the session, with notable gains from Qingdao Bank (up 4.16%), Shanghai Pudong Development Bank (up 3.25%), and others [2][3] Banking Sector Highlights - Qingdao Bank led the gains among banking stocks with a price of 5.01, while other banks like Agricultural Bank of China and Industrial and Commercial Bank of China also saw increases [3] Data Center and AI Sector - The data center power concept saw a rise, with Jianghai Co. hitting the daily limit and Kexin New Energy rising over 10% [6] - The rapid development of the AI industry is expected to enhance the penetration of HVDC technology in data centers, presenting growth opportunities for companies with mature HVDC products [8] Robotics Sector - The robotics sector remains strong, with companies like Zhongma Transmission and Dongjie Intelligent hitting daily limits [8] - The World Robot Conference scheduled for August 8-12 in Beijing will showcase over 1,500 exhibits from more than 200 domestic and international robotics companies [8] Gold Sector in Hong Kong - Gold stocks in Hong Kong showed significant gains, with Tongguan Gold rising over 6% and Chifeng Gold up over 5% [11] - The weak U.S. non-farm payroll data for July, which added only 73,000 jobs, has raised expectations for a potential interest rate cut by the Federal Reserve, boosting demand for safe-haven assets [11] Semiconductor Sector - The semiconductor sector also performed well, with Huahong Semiconductor rising nearly 5% and SMIC up over 2% [11] - The global silicon wafer shipment volume is projected to increase by 9.6% year-on-year in Q2 2025, indicating a positive trend in the semiconductor industry [11]