收盘丨沪指涨1.04%，科创50大涨3.23%，逾百股涨停

Market Performance - The Shanghai Composite Index rose by 1.04% to close at 3766.21, marking a ten-year high [1][2] - The Shenzhen Component Index increased by 0.89% to 11926.74, while the ChiNext Index saw a smaller gain of 0.23% [1][2] - The STAR Market 50 Index surged by 3.23%, reaching a two-and-a-half-year high [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets was 2.41 trillion yuan, a decrease of over 100 billion yuan compared to the previous trading day [4] Sector Performance - Sectors such as liquor, semiconductors, automotive, AI glasses, and insurance showed significant gains, while sectors like film and television, medical services, diversified finance, and software development experienced declines [6] - Notable performances included liquor stocks, with Wuliangye and Shede Liquor hitting the daily limit, and semiconductor stocks like Cambrian Technology rising over 8% [6] Fund Flow - Main funds saw net inflows into sectors like electronics, automotive, non-ferrous metals, and food and beverage, while there was a net outflow from the pharmaceutical and biotechnology sectors [8] - Specific stocks with net inflows included Inspur Information, ZTE Corporation, and Haiguang Information, attracting 2.12 billion yuan, 1.47 billion yuan, and 1.10 billion yuan respectively [9] - Conversely, stocks like Sichuan Changhong, Dongfang Wealth, and Huasheng Tiancheng faced net outflows of 1.54 billion yuan, 1.45 billion yuan, and 1.38 billion yuan respectively [10] Institutional Insights - Dongfang Securities noted signs of upward revision in overseas inflation data, raising concerns about potential hawkish remarks from Powell at the Jackson Hole central bank meeting, while domestic liquidity remains ample [11] - CITIC Securities highlighted that the liquor industry is rapidly bottoming out, with leading companies likely to benefit from channel adjustments and market expansion opportunities as consumption gradually improves [12]