A股市值一哥，强势六连阳！万亿巨头携手新高！险资再现举牌潮，这一板块有何魔力？

Market Overview - A-shares opened lower but rose throughout the day, with the Shanghai Composite Index up 0.65%, the Shenzhen Component Index up 0.43%, and the ChiNext Index up 0.39%, with over 4,400 stocks rising [1] Banking Sector - Bank stocks reached new highs, with major banks like ICBC, ABC, and CCB seeing significant price increases. ICBC's stock rose by 2.04%, marking six consecutive days of gains, with a total market capitalization of 2.68 trillion yuan [4][6] - Insurance capital has been actively increasing stakes in bank stocks, with 15 instances of stake increases this year. Major insurers involved include Ping An Life and China Life, driven by expectations of future returns and high dividend yields [6][7] Cross-Border Payment - The cross-border payment concept surged, with stocks like Sifang Jingchuang hitting a 20% limit up. The launch of the cross-border payment system on June 22 is expected to facilitate real-time remittances between mainland China and Hong Kong [9][11] - Morgan Stanley views the cross-border payment system as a mild benefit for financial stocks, predicting it will attract more liquidity to Hong Kong [11][12] Oil and Gas Sector - The Iranian parliament's approval to potentially close the Strait of Hormuz has led to a strong performance in the oil and gas sector, with stocks like Junyou and Beiken Energy seeing significant gains [15][17] - The Strait of Hormuz is a critical passage for global oil trade, and any disruption could lead to oil prices exceeding $120 per barrel [18] Semiconductor Sector - The semiconductor equipment sector saw strong gains, with companies like Zhongwei and Tuojing Technology rising over 4%. The potential withdrawal of exemptions for U.S. technology use by major semiconductor manufacturers has raised concerns but also highlighted opportunities for domestic companies [20][22] - Analysts predict a recovery in the semiconductor industry driven by AI demand and ongoing domestic substitution efforts, with positive revenue and profit growth expected in 2024 and early 2025 [23]