A股续创10年新高，近3700个股上涨，算力股爆发

Market Overview - A-shares opened higher with all three major indices rising, with the Shanghai Composite Index reaching a ten-year high [1] - The ChiNext Index surpassed 2700 points, marking the highest level since August 25, 2022 [1] - Trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan for the 63rd consecutive trading day [1] Index Performance - Shanghai Composite Index: 3868.71 (+1.12%) [2] - Shenzhen Component Index: 12407.66 (+1.99%) [2] - ChiNext Index: 2751.02 (+3.41%) [2] - Total market capitalization of nearly 3700 stocks rose [1] Sector Performance - Strong performance in sectors such as computing hardware, semiconductor chips, rare earth permanent magnets, and brokerage firms [2][3] - Notable gains in rare earth sector with companies like Northern Rare Earth hitting the daily limit [5] Computing Sector - Computing concept stocks remained active, with several companies hitting the daily limit and others rising over 10% [4] - The Chinese computing platform is accelerating construction, with ten provinces officially connected [4] - Expected growth of over 40% in China's intelligent computing scale by 2025 [4] Brokerage Sector - The brokerage sector is highlighted for investment opportunities due to strong half-year performance forecasts and active capital market trading [5] - Significant growth in net profits driven by brokerage, margin trading, investment banking, and proprietary trading [5] Rare Earth Sector - The rare earth permanent magnet sector continues to expand, with several companies experiencing significant price increases [5] - New regulations on rare earth mining and processing have been introduced, indicating government control over production [5]