外资，爆买A股！

Core Viewpoint - The A-share market is experiencing a rally, with increasing foreign investment interest in Chinese stocks, particularly from South Korean investors, who have significantly increased their trading volume in the Chinese market [1][16][19]. Group 1: Market Performance - The Shanghai Composite Index rose by 0.37% to 3516.83 points, the Shenzhen Component Index increased by 1.43% to 10873.62 points, and the ChiNext Index gained 1.75% to 2269.33 points [1]. - Foreign investment in the Chinese market is on the rise, with South Korean investors' trading volume exceeding $5.4 billion this year, making China the second-largest overseas investment destination for them after the U.S. [1][19]. Group 2: Sector Performance - Multiple sectors, including computing power, innovative pharmaceuticals, and military industry, saw significant gains, with computing power and innovative pharmaceuticals showing particularly strong performance [3][9]. - In the computing power sector, companies like Benkawa Intelligent, Shijia Photon, and Dekeli saw stock prices rise over 10%, with Cambridge Technology and Changfei Optical Fiber hitting the daily limit [4][6]. - The PCB sector experienced a surge, with companies like Mankun Technology achieving a 20% limit up, and others like Shengyi Technology and Tongguan Copper Foil rising over 10% [6][7]. Group 3: Innovative Pharmaceuticals - The innovative pharmaceutical sector continued its strong performance, with companies like Weikang Pharmaceutical and Maiwei Bio achieving a 20% limit up, while others like Shouya Holdings and Shenzhou Cell rose over 10% [9][12]. - A new policy from the National Medical Insurance Administration aims to establish a dual-track system for innovative drugs, which is expected to alleviate pressure on basic medical insurance funds while meeting diverse healthcare needs [12]. Group 4: Military Industry - The military sector has attracted significant capital, with companies like AVIC Shenfei hitting the daily limit, and others like Aero Engine Corporation of China and AVIC Xi'an also seeing gains [13][15]. - Analysts predict that the military components sector will see an improvement in orders and performance in the second half of the year, driven by increased demand and upcoming industry catalysts [15].