大盘剑指4000点，科技股强者恒强，高景气赛道基159292实现三连阳！

Market Performance - The three major indices experienced a significant rise, with the Shanghai Composite Index increasing by 1.18%, reaching a new high for the year and approaching 4000 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.34 trillion yuan, an increase of 365.9 billion yuan compared to the previous trading day [1] Sector Performance - Technology leading stocks surged across the board, with significant gains in sectors such as storage chips, consumer electronics, and computing [1] - The electronic sector saw a net inflow of 139.46 billion yuan, while the communication sector received 58.69 billion yuan, indicating strong investor interest [2][4] ETF Insights - The Chuangye Ban Comprehensive Enhanced ETF (159292) experienced a strong performance, closing up 1.48% and reaching a historical high during the trading session [1] - The ETF focuses on high-growth sectors, with the top five industries being power equipment, electronics, pharmaceuticals, computing, and communication, collectively accounting for 66.8% of its holdings [5] Company Highlights - Zhongji Xuchuang reported that its 1.6T products are seeing continuous growth, with eight out of nine listed companies in the optical module sector reporting year-on-year profit increases [3] - New Yisheng and Zhongji Xuchuang's stock prices reached historical highs, with respective increases of 8.31% and 3.02% [1] Market Sentiment - Recent favorable factors, including progress in US-China trade negotiations and expectations surrounding the APEC summit, have contributed to a recovery in global risk appetite [3] - The ongoing AI arms race is expected to create a significant focus on technology giants' capital expenditure guidance, indicating a potential window for a global tech rally [3]