【A 股市场大势研判】市场全天低开高走，创业板指领涨

Market Overview - The market opened low and closed high, with the ChiNext Index leading the gains [4] - Major indices showed positive performance, with the Shanghai Composite Index up by 0.37%, Shenzhen Component Index up by 1.43%, and ChiNext Index up by 1.75% [2][4] - Over 3,500 stocks in the market rose, indicating a broad-based rally [4] Sector Performance - The top-performing sectors included Defense and Military (+2.74%), Communication (+2.41%), Electronics (+2.18%), Biomedicine (+1.77%), and Comprehensive (+1.42%) [3] - Conversely, the worst-performing sectors were Banking (-0.42%), Transportation (-0.39%), Environmental Protection (-0.26%), Public Utilities (-0.24%), and Construction Decoration (-0.19%) [3] Concept Index Highlights - The leading concept indices were Co-packaged Optics (CPO) (+3.34%), PCB Concept (+3.07%), AI Mobile (+3.01%), AI PC (+3.01%), and Recombinant Protein (+2.92%) [3] - The lagging concept indices included Gold Concept (-0.13%), Control Shares (-0.12%), Cement Concept (-0.06%), Solid Waste Treatment (-0.03%), and New Urbanization (-0.03%) [3] Future Outlook - The market is expected to continue its upward trend, with a focus on sectors such as Machinery Equipment, Consumer Goods, TMT (Technology, Media, and Telecommunications), and Financials [6] - The upcoming political bureau meeting and the Federal Reserve's interest rate decision are key events to watch [6] - The overall economic performance remains resilient, with a GDP growth of 5.3% year-on-year in the first half of the year [6] Investment Opportunities - The robotics sector is highlighted as a key area of growth, driven by advancements in AI and automation [5] - The innovative drug sector remains strong, with recent government policies favoring the procurement of established drugs while excluding innovative drugs from centralized purchasing [5] - Chinese biotech companies are seen as undervalued compared to their U.S. counterparts, presenting potential investment opportunities [5]