沪指再创年内新高，商业航天板块掀起涨停潮

Group 1 - The Shanghai Composite Index broke through the previous high of 3936.58 points, reaching a new annual high of 3946.16 points, with over 2800 stocks in the Shanghai, Shenzhen, and Beijing markets rising [1] - The storage chip sector showed significant activity, with companies like Xiangfarm Chip and Puran Co. seeing gains of over 17% and hitting the daily limit, respectively [1] - Central China Securities indicated that the current memory cycle is on the rise, driven by increased capital expenditure from internet companies like Alibaba and ByteDance in AI infrastructure, suggesting investment opportunities in the domestic memory industry chain [1] Group 2 - Galaxy Securities noted that satellite IoT is linking commercial aerospace with the low-altitude economy, forming a gradually complete industrial chain, enabling real-time tracking and data transmission for low-altitude aircraft [2] - Zhongyin Securities pointed out that the resonance of policy and economic bottoms is forming, which may support the upward movement of the A-share market, with new productive forces like technological self-reliance and green transformation expected to guide future investment trends [2] - Long-term funds, especially public offerings, insurance funds, and state-owned capital, are anticipated to concentrate on industries with strategic support value [2]