创业板指涨超2% 算力、医药领涨

Group 1: Market Performance - The A-share market showed mixed results with the Shanghai Composite Index down by 0.15%, while the Shenzhen Component rose by 1.02% and the ChiNext Index increased by 2.14% [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.7972 trillion yuan, a decrease of 29 billion yuan compared to the previous trading day [2] Group 2: Pharmaceutical Sector - The pharmaceutical sector performed strongly, driven by the flu season, with companies like Yue Wannianqing and Huaren Health hitting the daily limit of 20% [5] - The China CDC reported that flu activity is currently at a medium epidemic level, with the H3N2 subtype accounting for over 95% of cases [5] - Companies such as Zhenbaodao have responded to investor inquiries regarding their flu treatment drugs and vaccines, indicating a robust product lineup [5] Group 3: AI and Cloud Computing - The CPO concept and related computing power industry saw renewed activity, with Longguang Huaxin and Zhongji Xuchuang experiencing significant stock price increases [3] - Alibaba Group reported a revenue of 247.795 billion yuan for Q2 of FY2026, exceeding market expectations, with a 15% year-on-year growth after excluding divested businesses [3] - Alibaba Cloud's revenue reached 39.824 billion yuan, marking a 34% year-on-year increase, driven by strong AI demand [3] Group 4: Foreign Investment Sentiment - Foreign investment sentiment remains positive towards Chinese assets, with Morgan Asset Management forecasting a 7.7% annualized return for A-shares over the next 10 to 15 years [6] - Key drivers for this optimistic outlook include the resilience of economic growth, stronger shareholder return policies, and potential valuation upside as corporate governance improves [6] - Morgan Stanley's chief strategist expressed cautious optimism, noting that significant fiscal policy measures could lead to a more aggressive stance on investments in China [6]