Sou Hu Cai Jing·2025-08-22 07:57Group 1 - The market showed strong performance with the Shanghai Composite Index rising by 1.45%, while the ChiNext Index surged by 3.36%, indicating a robust recovery in market sentiment [1][4] - Trading volume exceeded 2.5 trillion, an increase of over 800 billion from the previous day, suggesting a significant influx of capital into the market [3][4] - Over 2800 stocks experienced gains, with the semiconductor sector leading the charge, showcasing a strong trend towards hard technology and domestic substitution [4][6] Group 2 - Key signals indicate a clearer focus on hard technology, with substantial policy support and high industry prosperity, making this direction highly certain for medium to long-term investments [6][7] - The increase in trading volume reflects improved market sentiment and confidence, although caution is advised as rapid volume spikes may lead to short-term fluctuations [6][7] - There is a noticeable rotation and differentiation among sectors, indicating a more rational and discerning approach from investors, who are increasingly focused on fundamental company performance [6][7]