指数“V”型反弹彰显承接动能，算力 + 半导体霸屏主线！TMT行业高位信号需关注

Market Overview - The market experienced a V-shaped rebound with all three major indices closing in the green, and the STAR Market 50 index rising over 7%, indicating strong support momentum [1] - Following a significant adjustment on Wednesday, the market quickly recovered, suggesting a potential continuation of upward momentum [1] Key Sectors - The main focus of the market remains on computing power and semiconductor chips, with several core stocks reaching new highs, including Tianfu Communication, Zhongji Xuchuang, and others [1] - The performance of Nvidia and related industry stocks continues to show rapid growth, indicating sustained industry prosperity [1] Investment Opportunities - There is an ongoing trend of capital inflow into the computing hardware sector, expanding beyond core stocks like CPO and PCB to include liquid cooling, data centers, optical fibers, and copper cables, presenting opportunities for potential gains in these segments [1] - The semiconductor sector is also showing strength, with stocks like Cambrian rising over 15% and SMIC increasing over 17%, both reaching historical highs [2] Market Sentiment - As of August 28, TMT transaction volume accounted for 40.8%, nearing historical highs but not yet at extreme levels, indicating a potential for increased market divergence [2] - Recent announcements regarding stock suspensions and risk warnings from popular stocks like Dongxin and Cambrian may impact short-term market sentiment [2]