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收评:沪指涨逾1%、科创50指数涨超3%创年内新高 芯片股集体爆发

Market Overview - The market experienced a rebound, with the Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index reaching new highs for the year, particularly the Sci-Tech Innovation 50 Index which rose over 3% [1] - As of the market close, the Shanghai Composite Index stood at 3766.21 points, up 1.04%, with a trading volume of 101.75 billion yuan; the Shenzhen Component Index closed at 11926.74 points, up 0.89%, with a trading volume of 139.07 billion yuan; the ChiNext Index ended at 2607.65 points, up 0.23%, with a trading volume of 65.06 billion yuan [1] - The total trading volume for both markets was 2.41 trillion yuan, a decrease of 180.1 billion yuan compared to the previous trading day, marking the sixth consecutive day of trading volume exceeding 2 trillion yuan [1] Sector Performance - Sectors such as liquor, semiconductors, AI glasses, and small metals saw significant gains, while sectors like film, chemical pharmaceuticals, CRO, and vitamins experienced declines [1] - Chip stocks surged in the afternoon, with Cambrian Technology reaching a historical high, and liquor stocks rebounded, with Jiu Gui Jiu achieving two consecutive trading limits [2] Institutional Insights - According to Jifeng Investment Advisors, the overall market trend remains upward, with structural market conditions expanding, suggesting investors engage in high sell-low buy strategies for excess returns [3] - Xinhua Fund noted that the sustainability of the market depends on the pace of incremental capital release, with external factors such as the Federal Reserve's interest rate decisions influencing foreign capital inflow [3] - CITIC Securities highlighted that the liquor industry is rapidly bottoming out, with leading companies likely to benefit from channel adjustments and market expansion opportunities if consumer demand improves [3] Company News - Pop Mart's stock price reached a historical high of 318.4 HKD, with the founder announcing the upcoming release of a mini version of LABUBU, which is expected to be a major hit [4] - ByteDance denied rumors of collaborating with Chip Original on an AI chip design, clarifying that no such partnership exists [6] Interest Rate Update - The August Loan Prime Rate (LPR) remained unchanged, with the 5-year LPR at 3.5% and the 1-year LPR at 3% [5]