10:00，直线拉升

Market Overview - Multiple market hotspots saw gains, including Hainan local stocks, energy metals, commercial aerospace, military electronics, and AI smartphones [1] - The semiconductor industry chain experienced a significant surge, with stocks like Tuojing Technology, Jinghe Integration, and Chip Source Micro showing notable increases [1] - The A-share indices collectively turned positive around 10:00 AM, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index by 0.72%, and the ChiNext Index by 0.71% [3] Commercial Aerospace Sector - The commercial aerospace sector saw a rise, with stocks such as Qianzhao Optoelectronics and Yaguang Technology experiencing substantial gains [4] - The sector's index increased by 1.41%, with Qianzhao Optoelectronics up by 20.01%, Dairun Technology by 12.72%, and Yaguang Technology by 11.06% [5][6] - Recent catalysts for the commercial aerospace sector include the National Space Administration's action plan for high-quality development from 2025 to 2027, which outlines 22 key measures [7] - The Ministry of Industry and Information Technology has initiated commercial trials for satellite IoT services, aiming to enhance market supply and service capabilities [7] - Anticipation is high for the maiden flight of Beijing Blue Arrow Aerospace's "Zhuque-3" rocket, which is designed for large constellation network tasks and features reusable technology [7] - Several commercial aerospace companies are initiating IPOs, indicating a growing market, with projections estimating the market size to reach approximately 10 trillion yuan by 2030, reflecting a compound annual growth rate of about 22% from 2015 to 2024 [8] Semiconductor Industry - The semiconductor industry chain also saw an uptick, with segments like third-generation semiconductors, memory chips, and advanced packaging experiencing growth [9] - Notable stocks in this sector included Xidi Micro, which rose by 15.15%, and Weidao Nano, which increased by 13.41% [11] - The sector is expected to attract new capital inflows, particularly with the launch of several AI-focused ETFs, which are set to begin fundraising [12]