A股盘中“跳水”，尾盘拉回来大涨，原因都找到了！

Market Overview - The A-share market continues to show a mixed trend, experiencing a sharp drop during the day but ultimately closing higher across all major indices. The Shanghai Composite Index rose by 1.14%, the Shenzhen Component increased by 2.25%, and the ChiNext Index surged by 3.82%. The total market turnover was 3 trillion, a decrease of 197.1 billion compared to the previous trading day [1] Sector Performance - CPO and other computing power stocks maintained their strong performance, indicating ongoing investor interest in this sector [1] - The semiconductor chip sector showed renewed strength, driven by advancements in technology that enhance the compatibility of domestic AI models with chips, potentially improving performance and accelerating practical applications [3] - Satellite communication concept stocks gained momentum following new policies from the Ministry of Industry and Information Technology aimed at promoting the development of the satellite communication industry, encouraging collaboration between telecom operators and satellite companies [4] Financial Performance - Nvidia reported a revenue of $46.74 billion for Q2 of fiscal year 2026, a year-on-year increase of 56%, with net profit reaching $26.42 billion, up 59%. This reflects a growing consensus in the market regarding the AI industry's potential, leading to improved investment logic in related sectors [2]