A股市场交投活跃 周成交额超17万亿元

Market Overview - The A-share market experienced a high and then a pullback, with the Shanghai Composite Index barely holding above 4100 points, while major indices like the Shenzhen Component and Northbound 50 closed with small gains but long upper shadows [1] - The market saw active trading, with daily trading volumes frequently hitting historical highs, and weekly trading volume reaching a record 17 trillion yuan [1] Fund Flows - Significant inflows of leveraged funds continued despite market adjustments, with net financing purchases exceeding 91.3 billion yuan for the week, marking a five-month high, and the financing balance reaching 2.7 trillion yuan, setting a new record for nine consecutive days [2] - The computer industry attracted over 12.3 billion yuan in net financing purchases, while electronics and telecommunications received 10.3 billion yuan and over 9 billion yuan, respectively [2] - Major sectors like defense and non-bank financials saw net outflows of over 24.3 billion yuan and 10.8 billion yuan, respectively [2] Chip Sector - The chip sector saw multiple instances of end-of-day buying, with the sector index hitting historical highs in 7 out of the last 10 trading days [3] - Companies like *ST Chengchang and Liou Co. experienced significant price increases, with *ST Chengchang hitting 128.98 yuan per share, the highest price for any ST stock [3] - Reports indicate that major chip manufacturers AMD and Intel have sold out their server CPU production for the year, leading to planned price increases of 10%-15% [3] Power Industry Outlook - The power equipment sector has shown strong performance, with indices for ultra-high voltage, grid equipment, smart grids, and energy storage reaching historical highs [4] - The State Grid announced a fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on technological innovation and new power system construction [4] - Goldman Sachs predicts that investments in global digital infrastructure and energy systems driven by AI could reach 5 trillion dollars over the next decade, with power grid equipment being a primary beneficiary [4]