中国基金报·2025-08-12 08:13Market Overview - A-shares continue to rise, with the Shanghai Composite Index recording a seven-day winning streak and reaching a new high for the year, closing up 0.5% [2] - A total of 2,084 stocks rose, with 60 hitting the daily limit, while 3,167 stocks declined [3] Stock Performance - The total trading volume reached 19,052.10 billion, with a total of 12,551,627 shares traded [4] - Notable stocks include: - Cambrian (688526) and Xiangyu Medical (688626) both rose by 20% [6] - Innovative Medical (002173) increased by 9.99% [6] - Major gains were also seen in liquid cooling server stocks, with Dayuan Pump Industry (603757) rising by 10% [8] - Semiconductor stocks collectively strengthened, with Cambrian hitting a new high [11] Policy Impact - The Ministry of Industry and Information Technology and six other departments released guidelines to promote the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [5] - The U.S. administration's decision to extend the tariff suspension on China for 90 days is seen as a positive factor for the market [13] - The willingness of the U.S. to allow some chip sales to China has alleviated concerns about escalating tech competition and supply chain disruptions [14] Investment Trends - There is a notable increase in institutional and retail investor participation, with significant inflows from insurance, pension funds, and public offerings [14] - The M1-M2 growth rate gap is narrowing, indicating increased liquidity and a recovery in consumer and investment sentiment [14] - The current market trend is expected to continue, with a focus on technology growth as a key policy direction [14] Company News - Fosun International experienced a sharp rise of approximately 20% after reports of its application for a stablecoin license in Hong Kong [16][18]