指数创三年半新高，A股这一赛道集体爆发

Group 1: Market Overview - A-shares opened strong and continued to rise, with the Shanghai Composite Index breaking the high from October 8 last year, reaching a new three-and-a-half-year high [1] - Key sectors leading the gains include defense and military, chips, communication equipment, and industrial metals, while sectors like leisure food, aquaculture, textiles, and liquor experienced declines [1] Group 2: Defense and Military Sector - The defense and military stocks surged, particularly in the ground equipment sector, which saw an index increase of over 6%, reaching a historical high, with a rapid rise of over 100% in the last two months [2] - Leading stocks such as Changcheng Military Industry hit the daily limit, marking 13 consecutive trading days of increases, with a two-month gain of over 425% [2] - Other related sectors like military-civilian integration and aerospace equipment also saw strong performances, with several stocks hitting the daily limit [2] Group 3: Chip Industry - The chip sector showed collective strength, with the index reaching a historical high, and stocks like Guangku Technology and Zhongchuan Special Gas hitting the daily limit [3] - Related sectors such as components, industrial gases, and storage chips also experienced significant gains, with multiple stocks rising over 10% [3] Group 4: Economic and Industry News - Recent U.S.-China trade talks resulted in a 90-day tariff suspension, creating positive expectations for the market [4] - Major chip industry players like Micron Technology and TSMC raised their earnings forecasts, with Micron expecting Q4 revenue of $11.2 billion and a gross margin of 44.5% due to improved DRAM prices driven by AI infrastructure demand [4] - SEMI data indicated a 9.6% year-on-year increase in global silicon wafer shipments for Q2 2025, suggesting a recovery in sectors outside of storage [4] - Guosen Securities highlighted the importance of developing domestic computing chips due to geopolitical and security constraints, recommending attention to the domestic computing chip supply chain [4]