焦点复盘算力芯片、AI硬件端携手爆发，科创50飙升8%创3年半新高，两市成交额再上2.5万亿

Market Overview - A total of 69 stocks hit the daily limit, with a limit-up rate of 87%, indicating strong market sentiment [1] - The Shanghai Composite Index rose 1.45%, while the Shenzhen Component and ChiNext Index increased by 2.07% and 3.36% respectively, with the Shanghai index surpassing 3800 points for the first time in over a decade [1][9] - The total trading volume for the day reached 2.55 trillion yuan, an increase of 122.7 billion yuan compared to the previous trading day [1] Stock Performance - Kosen Technology achieved a six-day limit-up streak, while Garden Shares and Yuyin Shares recorded five and four consecutive limit-ups respectively [1][10] - The semiconductor, CPO, securities, and computing power sectors saw significant gains, while gas, steel, banking, and dairy sectors experienced declines [1] Hot Stocks and Trends - The release of DeepSeek-V3.1 has spurred interest in domestic computing power chip concepts, leading to a surge in related stocks such as Tianpu Shares and Huasheng Technology [5][6] - Major semiconductor stocks like Cambrian and Haiguang Information also hit their daily limit, with Cambrian's market capitalization exceeding 500 billion yuan [5][6] - The computing power chip sector's strong performance is expected to continue, with potential upward pressure on hardware stocks as well [6] Financial Sector Insights - New account openings in the A-share market have surpassed 14.56 million, a year-on-year increase of 36.88%, indicating a steady influx of capital [7] - Securities firms are projected to see a 61.23% year-on-year increase in net profit for the first half of the year, reaching approximately 101.59 billion yuan [7] - Financial technology and securities sectors are experiencing renewed interest, with stocks like Xinda Securities and Everbright Securities hitting their daily limits [7] Commodity Price Movements - Prices for light rare earths have increased by 110,000 yuan per ton since the beginning of the month, while black tungsten prices have risen by 17.03% [7][8] - The tightening supply from major producing countries is expected to support ongoing price increases for cobalt and other metals [8]