A股早盘震荡走高,创业板创逾四年新高,存储器爆发,恒科指跌超1%,科网股调整,国债跌,商品涨

Market Overview - A-shares showed a positive trend with the Shanghai Composite Index up 0.22% to 4092.52, the Shenzhen Component Index up 0.46% to 14086.74, and the ChiNext Index up 0.52% to 3336.66 [1] - Hong Kong stocks experienced a decline, with the Hang Seng Index down 0.71% to 26520.16 and the Hang Seng Tech Index down 1.12% to 5760.21 [2][3] Bond Market - The bond market saw a continuous decline in government bond futures, with the 30-year contract down 0.13%, the 10-year contract down 0.04%, the 5-year contract down 0.04%, and the 2-year contract down 0.02% [3][4] Commodity Market - Domestic commodity futures experienced a broad increase, with coking coal rising over 5%, glass and silver rising over 4%, and other commodities like coke, stainless steel, and aluminum oxide rising over 2% [4][5] Innovation Drug Sector - The innovative drug sector showed active performance, with companies like Bibete reaching a 20% limit up, and others like Chengdu Xian Dao and Yinuo Si rising over 13% [6] - The total value of outbound licensing transactions in China's innovative drug industry is expected to exceed $130 billion by 2025, with 76 new drugs launched, both setting historical highs [6][7] Nickel and Rare Metals Sector - The nickel sector saw significant gains, with companies like Zhongwei Co. rising over 15% and GreenMe approaching a limit up [8][9] - The main nickel contract on the Shanghai Futures Exchange hit a limit up, while LME nickel prices rose over 10%, reaching $18,735 per ton, the highest since June 2024 [9] Storage Chip Sector - The storage chip sector opened strongly, with companies like Purun Co. hitting a 20% limit up and others like Hengsuo Co. and Jiangbolong rising over 10% [11][12] - The surge in the sector was influenced by significant gains in U.S. stocks, with SanDisk up over 27%, Western Digital up over 16%, and Micron Technology up over 10% [12]