收评：创业板指跌1.09% 存储芯片概念股逆势爆发

Market Overview - The market experienced a pullback with all three major indices closing lower, led by the ChiNext Index which fell by 1.09% to 3020.42 points, with a total trading volume of 680.3 billion [1] - The Shanghai Composite Index closed at 3870.60 points, down 0.12%, with a trading volume of 1.0938 trillion, while the Shenzhen Component Index fell 0.43% to 12924.13 points, with a volume of 1.4271 trillion [1] Sector Performance - The non-ferrous metals, storage chips, and film and television sectors showed strong performance, with notable gains in stocks such as Shengda Resources and Demingli, both hitting the daily limit [2] - Conversely, large financials, liquor, and gaming sectors faced declines, contributing to a broader market downturn where over 3300 stocks fell [3][2] Institutional Insights - According to Jufeng Investment Advisors, the market is experiencing a healthier environment due to policy, capital, and profit improvements, with a recommendation to focus on high-growth sectors like semiconductors, consumer electronics, AI, robotics, and low-altitude economy [4] - Hongfeng Asset highlighted three main drivers for the market: anticipated interest rate cuts by the Federal Reserve, breakthroughs in AI and robotics, and ongoing policies to reduce internal competition, suggesting a focus on AI hardware and semiconductor sectors for September [4] - CITIC Securities noted that while overseas lithium resource projects may face price declines, domestic lithium carbonate prices are recovering, indicating a low risk of significant price drops and suggesting investment in low-cost companies with quality mining assets [5] Policy Developments - The Chinese government is planning new tax policies for duty-free consumption in Hainan to enhance local residents' benefits, with a focus on optimizing duty-free policies to attract more consumption [6] - Henan Province has introduced 12 measures to support housing consumption, including increased subsidies for home purchases and adjustments to housing provident fund loan limits, aimed at boosting the real estate market [7] - The Ministry of Industry and Information Technology, along with other agencies, released a growth plan for the power equipment industry for 2025-2026, targeting a 6% annual revenue growth for traditional power equipment and an increase in new energy equipment exports [8]