大盘冲高回落，日成交额超3万亿

Market Overview - The market experienced a pullback after an initial rise, with daily trading volume exceeding 3 trillion yuan [4] - Major indices closed in the red, with the Shanghai Composite Index leading the decline at -1.76% [2] Sector Performance - The top-performing sectors included Communication (+1.66%), Electronics (-0.40%), and Non-ferrous Metals (-1.10%) [3] - The worst-performing sectors were Beauty Care (-3.86%), Real Estate (-3.51%), and Comprehensive (-3.14%) [3] Concept Index Performance - Strong performances were noted in the F5G concept (+0.46%), Co-packaged Optical (CPO) (+0.18%), and Rare Earth Permanent Magnet (+0.10%) [3] - Underperforming concepts included Titanium Dioxide (-3.88%), Military Restructuring (-3.63%), and Tianjin Free Trade Zone (-3.49%) [3] Future Outlook - The market is expected to continue facing challenges due to insufficient effective demand, despite showing resilience against external shocks [6] - The report suggests that the technology growth style will remain dominant in September, with strategic investment opportunities in AI, defense, and innovative pharmaceuticals [6] Policy Developments - The State Council has issued opinions on the deep integration of artificial intelligence with six key sectors, aiming for over 70% application penetration by 2027 [5] - The Ministry of Industry and Information Technology has released guidelines to support the satellite communication industry, promoting direct satellite connections for mobile communication users [5]