A股收评 | A股延续反弹 沪指收涨0.96%再创年内收盘新高！算力硬件股走强

Market Overview - A-shares continued to rebound on August 5, with the Shanghai Composite Index returning to 3600 points, and over 3900 stocks closing in the green, with a total trading volume of 1.6 trillion yuan, an increase of 97.5 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.96%, the Shenzhen Component Index increased by 0.59%, and the ChiNext Index gained 0.39% [1] Sector Performance - The banking, insurance, and brokerage sectors were active, with Agricultural Bank of China hitting a historical high [1] - The real estate sector showed strength, with stocks like Shanghai Shimao and *ST Nanzhi hitting the daily limit [3] - The liquid cooling server concept surged, with companies like Chuangzhong Technology hitting the daily limit and reaching new highs [4] - The military industry chain remained active, with Changcheng Military Industry achieving four consecutive days of gains [5] Individual Stock Highlights - Aowei New Materials resumed trading and hit the daily limit, with its stock price surpassing 100 yuan and a total market value exceeding 40 billion yuan, having increased over 1300% since July [2] Institutional Insights - Industrial Securities believes that the core logic supporting the current market rally remains intact, with potential catalysts that could boost market confidence, indicating that a new round of market rally could start at any time [6] - According to China Merchants Securities, the likelihood of A-shares reaching new highs in August is significant, as the market is expected to experience a "first dip, then rise" pattern [8] - Everbright Securities suggests that the market may focus on structural trends moving forward, with a rotation of hot sectors likely to continue [9]