5000亿算力巨头，历史新高！成交额A股第一

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index reaching a new high of 3946.16 points this year [1] - Technology stocks acted as the main driver of today's market performance, particularly in the semiconductor and computing sectors [1][4] Semiconductor Sector - The storage chip sector experienced significant gains, with leading companies such as Pufan Co., Xiangnong Chip, and Jiangbolong all hitting historical highs [1][6] - The storage chip market is expected to enter a "super cycle" due to supply constraints and explosive demand driven by AI technology [9] - Major players like Samsung, SK Hynix, and Micron are implementing production cuts of 10%-15% in 2025, leading to tighter supply in traditional storage chips [9] Commercial Aerospace Sector - The commercial aerospace sector also saw strong performance, with stocks like Aerospace Huan Yu and Aerospace Zhi Zhuang experiencing substantial increases [10] - Recent IPO guidance from leading companies in the commercial aerospace sector indicates a rapid acceleration in the capital market for this industry [13] - The Ministry of Industry and Information Technology has initiated trials for satellite IoT services, aiming to support the healthy development of commercial aerospace and low-altitude economies [13][14]