焦点复盘沪指日线5连阳再冲4000大关，存储芯片股持续火爆，可控核聚变概念涨势重燃

Market Overview - The market experienced a strong upward trend with the Shanghai Composite Index rising over 1%, reaching a ten-year high and approaching the 4000-point mark. The total trading volume in the Shanghai and Shenzhen markets was 2.34 trillion, an increase of 365.9 billion from the previous trading day [1][9] - The closing figures showed the Shanghai Composite Index up 1.18%, the Shenzhen Component Index up 1.51%, and the ChiNext Index up 1.98% [1] Stock Performance - A total of 50 stocks hit the daily limit up, while 29 stocks faced limit down, resulting in a limit-up rate of 63% [1] - Notable stocks included Yingxin Development with six consecutive limit-ups, Shilong Industrial with five, and Shikong Technology with four [1][3] Sector Analysis - The storage chip, CPO, and controllable nuclear fusion sectors saw significant gains, while gaming and wind power equipment sectors experienced declines [1] - The storage chip sector continued its strong performance, with several companies like Jiangbolong and Zhaoyi Innovation reaching historical highs [6] - The controllable nuclear fusion sector gained attention following announcements about China's "artificial sun," with stocks like Dongfang Tantalum and Antai Technology achieving limit-ups [7] Hot Stocks and Trends - Yingxin Development's rise was attributed to low price, mergers and acquisitions, and storage chip involvement [4][11] - Guoguang Chain achieved six limit-ups over 11 days, driven by retail sector performance [4][11] - The coal sector showed recovery, with Zhengzhou Coal Electricity hitting limit-up after a period of adjustment [7][8] Future Outlook - The market is expected to continue its structural trends, with a focus on technology and large financial stocks leading the way [9] - The upcoming third-quarter earnings reports may influence market dynamics, with potential profit-taking affecting short-term stock prices [5][9]