三大股指集体收涨！

Core Viewpoint - The stock market showed a collective rise on May 7, with significant trading volume and specific sectors experiencing notable gains and losses [1][4]. Market Performance - The three major stock indices closed higher: Shanghai Composite Index at 3342.67 points (+0.8%), Shenzhen Component Index at 10104.13 points (+0.22%), and ChiNext Index at 1996.51 points (+0.51%) [1]. - The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan for the 10th consecutive trading day [1]. Sector Performance - The military equipment, genetically modified organisms, agriculture, chemical raw materials, and PEEK materials sectors saw significant gains, while the film and television, gaming, and Nvidia concept stocks declined [4][5]. - Military equipment sector rose by 5.33%, with notable stocks like Chengxi Aviation hitting the daily limit and Tongyi Aerospace increasing over 25% [5][6]. - The genetically modified organisms sector also performed well, with stocks like Qiule Seed Industry rising by 17% and Kangnong Seed Industry increasing over 10% [6]. Capital Flow - Main capital inflows were observed in defense, military industry, basic chemicals, and banking sectors, while outflows were noted in computer, electronics, and non-bank financial sectors [8]. - Specific stocks such as Zongshen Power, AVIC Chengfei, and Chifeng Gold saw net inflows of 727 million yuan, 454 million yuan, and 391 million yuan respectively [9]. - Conversely, stocks like Changshan Beiming, Tuo Wei Information, and Dongfang Caifu experienced net outflows of 724 million yuan, 678 million yuan, and 575 million yuan respectively [10]. Institutional Insights - Dongfang Securities highlighted that favorable policies are expected to stabilize the economy, with potential opportunities in technology, semiconductors, pharmaceuticals, and military sectors [12]. - Huatai Securities noted a recovery in consumer spending during the May Day holiday, with strong performance in tourism and diverse cultural consumption [12][13].