Zhong Guo Zheng Quan Bao·2025-08-07 05:01Market Overview - On August 7, A-shares experienced fluctuations but showed a significant rebound before the morning close, with the Shanghai Composite Index rising by 0.12% and the Shenzhen Component Index falling by 0.13% [1] - The total market turnover for the half-day was approximately 1.2 trillion yuan, an increase of 132.7 billion yuan compared to the previous morning [1] Semiconductor Sector - The semiconductor sector surged due to overseas news, with stocks like Dongxin Technology (688110) hitting the daily limit and reaching a historical high, with a trading volume exceeding 4.2 billion yuan [3] - Dongxin Technology has seen four daily limits in the last eight trading days, with a cumulative increase of 90.97% during this period, and a year-to-date increase of 193.98% [3] - The company focuses on the research, design, and sales of small-capacity storage chips, with applications in network communication, consumer electronics, and industrial control [3] Apple Concept Stocks - Apple concept stocks strengthened in the morning, with Industrial Fulian (601138) rising by 4.11% and reaching a new high [5] - On August 6, Apple announced an additional investment commitment of 100 billion USD in the U.S., accelerating its investment plan, with a total investment of 600 billion USD over the next four years [5] - Apple's stock rose by 5.09%, increasing its market capitalization by approximately 153.4 billion USD (about 1.1 trillion yuan) in one day [5] Medical Device Sector - Medical device stocks showed an upward trend, with companies like Shangrong Medical (002551) and Kehua Bio (002022) hitting the daily limit [6] - The National Medical Products Administration recently announced measures to optimize the lifecycle supervision of high-end medical devices, identifying key development areas such as medical robots and AI medical devices [8] - The National Healthcare Security Administration indicated that the 11th batch of drug procurement rules has been optimized, which may extend to the medical device sector, potentially leading to performance recovery for several medical device companies [9] "Millet Economy" Concept Stocks - "Millet economy" concept stocks rose, with Jin Hong Group (603518) hitting the daily limit and Chuangyuan Co. (300703) increasing by over 10% [10] - The Beijing government recently issued a plan to encourage cross-industry cooperation and support the development of traditional brands, which includes promoting the "millet economy" [14] - Pop Mart, a popular stock in the "millet economy," saw its shares rise by 2.74% to 284.6 HKD per share, with significant potential for global cultural diversity in its IP and product offerings [14]