博时基金市场异动陪伴8月28日：A股三大指数均涨超1%，创业板指涨超3.8%

Market Performance - On August 28, A-shares saw all three major indices rise over 1%, with the ChiNext Index increasing by over 3.8% [1] - The Shanghai Composite Index briefly fell below 3800 points but ultimately closed up by 1.14%, while the ChiNext Index recorded a gain of 3.82% [2] Industry Insights - The ongoing trend of technological self-sufficiency is deepening, with expectations for domestic AI chip replacements rising and breakthroughs in core technologies within the photolithography sector, leading to a valuation recovery in the previously lagging semiconductor equipment chain [2] - The upcoming HarmonyOS ecosystem conference and new product launches from companies like Huawei and Apple are expected to catalyze applications at the edge, boosting performance in semiconductor and AI computing sectors [2] Economic Indicators - In July, the year-on-year decline in industrial enterprise profits continued to narrow, indicating a recovery in corporate profitability [2] - The recent issuance of the State Council's opinion on the "Artificial Intelligence +" initiative outlines a clear development path for the industry, aiming for over 70% penetration of smart terminals by 2027 and over 90% by 2030, positioning the smart economy as a core growth driver [2] Market Dynamics - Current market movements are primarily driven by capital and policy expectations, with sustainability depending on corporate earnings realization and overall demand improvement [3] - In the medium term, the expectation of global liquidity easing combined with a recovery in market risk appetite may elevate market levels as the economy gradually recovers, although fundamental pressures may keep the market in a range-bound pattern [3] - A balanced investment strategy focusing on "large finance + broad technology" is recommended, with particular attention to "anti-involution" sectors (such as materials and midstream manufacturing) and technology self-sufficiency (such as AI and computing supply chains) [3]