亚商投顾熊舞：今日市场全天持续走强，三大指数强势反弹

Market Overview - The Shanghai Composite Index closed up 1.65%, with a trading volume of 1.02 trillion, an increase of 198.9 billion compared to the previous trading day [2] - The Shenzhen Component Index rose by 3.36%, with a trading volume of 1.42 trillion, an increase of 260 billion compared to the previous trading day [2] Technical Analysis - The Shanghai Composite Index experienced a breakout after a period of consolidation, driven by a resurgence in the technology sector, particularly in PCB and CPO stocks [3] - The market sentiment improved significantly, with over 3,000 stocks rising, compared to just over 800 in the morning session [3] - The Shenzhen Component Index reached a new yearly high, indicating a strong market rebound, although caution is advised due to previous market declines [3] Market Sentiment - Approximately 4,221 stocks rose while around 1,047 declined, resulting in a bullish market sentiment with a ratio of approximately 4:1 [4] - There were about 127 stocks that hit the daily limit up or rose by over 10%, while only 4 non-ST stocks hit the daily limit down or fell by over 10%, indicating a clear recovery in short-term sentiment [5] Significant Events - U.S. President Trump called for immediate and substantial interest rate cuts from the Federal Reserve, claiming there is no inflation in the U.S. [6] - The market's strong performance was partly influenced by Oracle's stock price surge of nearly 36% following better-than-expected earnings, which positively impacted the A-share market [7] Sector Performance - The market showed a broad-based rally, with significant gains in sectors such as electronic components, semiconductors, communication equipment, and software development [8] - The CPO sector saw a strong rally, driven by news of OpenAI's agreement with Oracle to purchase $300 billion worth of computing power over five years [10] - The report from the China Academy of Information and Communications Technology projected that China's intelligent computing power will reach 1,037.3 EFLOPS by 2025 [10]