收评：创业板指涨1.52%，农业、汽车板块拉升，网游概念活跃

Core Viewpoint - The market shows mixed performance with the Shanghai Composite Index declining while the ChiNext Index remains strong, indicating sector-specific movements and underlying market dynamics [1] Market Performance - As of the close, the Shanghai Composite Index fell by 0.26% to 3860.5 points, while the Shenzhen Component Index rose by 0.63% to 13005.77 points, and the ChiNext Index increased by 1.52% to 3066.18 points [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached 23034 billion [1] Sector Analysis - Sectors such as insurance, banking, liquor, brokerage, and non-ferrous metals experienced declines, while agriculture, automotive, and real estate sectors saw gains [1] - Active sectors included online gaming, CXO concepts, and robotics [1] Investment Insights - Huaxi Securities emphasizes that the driving force behind the current bull market remains unchanged, with strong policy support for stabilizing the stock market and abundant potential incremental funds from residents [1] - High-growth sectors are expected to enjoy valuation premiums during industrial transformations, with a focus on hard technology and new productivity areas likely to receive policy catalysts following the upcoming Fourth Plenary Session in October [1] - The recent increase in overseas AI industry capital expenditure expectations has positively influenced market sentiment [1] - A selection of high-growth sectors is recommended, including solid-state batteries, energy storage, innovative pharmaceuticals, AI applications, and humanoid robots, as well as new consumption areas like IP economy and oral tobacco [1] - The backdrop of potential Federal Reserve interest rate cuts may provide dual support for Hong Kong stocks through foreign and southbound capital inflows, particularly in the internet sector [1]