每日收评创业板指涨超2.6%！大金融方向集体爆发，指南针、同花顺双双创下历史新高

Market Overview - The market experienced a rebound with the ChiNext Index leading the gains, as the Shanghai and Shenzhen stock exchanges recorded a total trading volume of 2.24 trillion yuan, a decrease of 34.6 billion yuan from the previous trading day [1] - Over 4,600 stocks rose, with the majority of sectors seeing gains, particularly in the brokerage and fintech sectors, which saw significant increases [1][2] Sector Performance - The brokerage and fintech sectors surged, with notable stocks such as Changcheng Securities and Tonghuashun hitting historical highs [1][2] - The PCB and liquid cooling server concepts also saw a resurgence, with stocks like Chuanhuan Technology reaching their daily limit [1][2] - The photovoltaic sector rebounded, with stocks like Oujing Technology hitting their daily limit, indicating a positive trend in this area [1][2] Individual Stock Highlights - The market showed strong profitability with over 4,600 stocks rising, and more than 150 stocks increasing by over 9% [5] - The liquid cooling sector saw a notable rebound, with stocks like Dayuan Pump Industry recording five consecutive gains [5] - The data center sector strengthened, with stocks such as Chuanhuan Technology and Kexin Information reaching their daily limit [5] Future Market Analysis - The three major indices closed in the green, with the Shenzhen Component and ChiNext Index successfully surpassing their previous highs, indicating strong market support [7] - The active participation of large financial stocks has sparked broader market enthusiasm, suggesting a favorable environment for attracting new capital [7] - The continuation of trading volumes above 2 trillion yuan is crucial for sustaining momentum in the market, particularly in sectors like AI, large finance, and robotics [7] Key News Highlights - Photovoltaic component prices have risen to 0.7 yuan/W, with a shortage of 710W large components reported, contrasting with the price of approximately 0.66 yuan/W at the end of June [3][10] - The increase in prices is attributed to rising upstream polysilicon raw material costs and limited production capacity among certain manufacturers [3][10] - Southbound funds recorded a net purchase of 35.876 billion HKD, marking the highest single-day net inflow on record [11]