刚刚，利好！

Market Performance - A-shares experienced significant gains in August, with the Shanghai Composite Index rising 7.97% to surpass 3800 points, marking a 10-year high [1] - The Shenzhen Component Index increased by 15.32%, while the ChiNext Index surged by 24.13%, and the Sci-Tech Innovation 50 Index rose by 28% [1] Daily Market Update - On August 29, all three major indices closed higher, with the Shanghai Composite Index up 0.37%, the Shenzhen Component Index up 0.99%, and the ChiNext Index up 2.23% [3] - A total of 1997 stocks rose, while 3309 stocks fell, indicating a broad market movement [4] Stock Performance - The lithium battery sector saw a collective rebound, with CATL rising over 10% and several stocks hitting the daily limit [6] - Notable stock performances included: - XianDao Intelligent up 20.01% to 35.51 - Hangke Technology up 20.00% to 25.74 - CATL up 10.37% to 306.18 [7] Sector Movements - The military industry sector showed significant activity, with stocks like North China Longyun and Great Wall Military Industry hitting the daily limit [8] - The semiconductor sector faced adjustments following a concerning announcement from Cambrian, which projected revenues of 5-7 billion for 2025, raising concerns about stock valuations [8] Analyst Insights - Goldman Sachs raised its 12-month target for the CSI 300 Index from 4500 to 4900, citing supportive valuation metrics and favorable market positioning [10] - Morgan Stanley expressed caution, noting the need for improvements in corporate fundamentals and stronger policy support to sustain market momentum [11] - JPMorgan highlighted that the bull market remains intact, suggesting that any adjustments would present buying opportunities, while emphasizing the importance of risk management in crowded positions [12]