
Market Overview - The Shanghai and Shenzhen stock markets saw a total trading volume of 2.33 trillion yuan, a decrease of 167.6 billion yuan compared to the previous trading day [1] - All three major indices closed higher, with the Shanghai Composite Index rising by 0.83% to 3853.64 points, the Shenzhen Component Index increasing by 1.8% to 13356.14 points, and the ChiNext Index gaining 2.28% to 3185.57 points [1][2] Sector Performance - The semiconductor sector experienced significant gains, with a rise of 4.60% and a net inflow of 156.7 billion yuan [5] - Other sectors that performed well included photovoltaic equipment, gaming, and BC batteries, while the tourism sector showed slight weakness [4] - Notable stocks in the semiconductor industry included ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, all reaching the daily limit of 20% increase [6] Individual Stock Highlights - Lixun Precision saw its stock price rise over 6%, reaching a historical high with a trading volume of nearly 30 billion yuan [6] - Major inflows were noted for stocks such as Yangguang Electric, SMIC, and Tongfu Microelectronics, with net inflows of 1.342 billion yuan, 1.155 billion yuan, and 1.152 billion yuan respectively [8] - Conversely, stocks like Heertai, Industrial Fulian, and Shenghong Technology faced significant sell-offs, with net outflows of 1.6 billion yuan, 1.386 billion yuan, and 1.151 billion yuan respectively [9] Institutional Insights - Dexun Securities noted strong support for the Shanghai Composite Index around the 3800-point level, with the semiconductor sector continuing to show activity, indicating a bullish market sentiment [10] - Dongfang Securities highlighted potential volatility in global assets due to changes in overseas interest rates, while domestic liquidity remains ample, suggesting a focus on technology sectors for potential gains [10]