沪指八连阳续创新高 A股成交额重回2万亿

Market Performance - The A-share market has shown strong performance, with major indices reaching new highs for the year, including the Shanghai Composite Index nearing 3700 points and the ChiNext Index rising nearly 4% [1] - The total trading volume of the A-share market exceeded 2 trillion yuan for the first time since February 27 [1] AI Industry - AI-related stocks experienced significant gains, with companies like Industrial Fulian and others reaching historical highs; Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, a year-on-year increase of 35.58% [2][3] - The demand for AI hardware is expected to grow due to the increasing capabilities of large models and the expansion of application scenarios, leading to a rise in AI server demand [4] Innovative Drug Sector - The innovative drug sector saw a strong rally, with the overall index rising by 1.55% and several stocks, including Shouyao Holdings, hitting the daily limit of 20% [5][6] - The National Medical Insurance Administration has established a new pricing mechanism for newly launched drugs, which is expected to provide higher pricing flexibility and support for high-quality innovative drug manufacturers [5][6] Large-cap Stocks - Eight large-cap stocks, including Industrial Fulian and Zijin Mining, reached historical highs, with significant trading volumes reported for several of these stocks [7] - The performance of large-cap stocks is attributed to institutional capital inflows and the need for large-cap support for market breakthroughs [7]