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A股暴力反攻!科技、创新药集体狂飙,159363反弹超6%,港股通创新药ETF创收盘新高!机构高呼“牛市有支撑”
Xin Lang Ji Jin·2025-09-05 11:46

Core Viewpoint - The A-share market experienced a significant rebound on September 5, with major indices rising sharply, driven by strong performance in technology and healthcare sectors, particularly in ETFs related to innovation and artificial intelligence [1][2][3]. Market Performance - The Shanghai Composite Index rose by 1.24%, the Shenzhen Component Index increased by 3.89%, and the ChiNext Index surged by 6.55% [1]. - The total trading volume in the Shanghai and Shenzhen markets reached 23,047 billion [1]. Sector Highlights - The technology growth sector saw a strong rise, with the Double Innovation Leader ETF (588330) increasing by 7.15% and the ChiNext AI ETF (159363) rising by 6.31% [1][3]. - The healthcare sector also rebounded, with the healthcare ETF (562050) gaining 3.36%, reaching a historical closing high [1][3]. ETF Performance - The Double Innovation Leader ETF (588330) recorded a trading volume of 1.02 billion, indicating high market interest [3]. - The ChiNext AI ETF (159363) saw a weekly trading volume of 9.48 billion, marking a historical high, with a cumulative increase of 24 billion in the past 20 days [9][10]. Investment Insights - According to Open Source Securities, the current bull market is supported by factors such as an impending economic recovery, stable funding conditions, and a positive industry outlook, particularly in technology [2][3]. - The solid-state battery sector is highlighted as a key growth area, with companies like Xian Dao Intelligent making significant advancements [5][6]. Future Outlook - Analysts suggest that the index is likely to continue its upward trend, with the total market capitalization expected to grow [2][3]. - The AI computing power industry is projected to remain a strong investment direction, especially with the anticipated performance improvements from companies like NVIDIA [10][13]. Innovation Drug Sector - The innovation drug sector is experiencing a resurgence, with the Hong Kong Stock Connect Innovation Drug ETF (520880) rising by 4.52%, reaching a new closing high [15][17]. - Upcoming key academic conferences are expected to catalyze further growth in the innovation drug sector, with significant data releases anticipated [19][20].