A股，全线大涨！

Core Viewpoint - A-shares and Hong Kong stocks experienced significant gains, with the Shanghai Composite Index reaching a new high since December 2021, driven by strong performances in military, AI, and brokerage sectors [1][2][3]. Military Industry - The military sector showed strong performance, with companies like Aerospace Science and Technology achieving five consecutive daily limit-ups in the past week. The ground equipment segment has seen an 81% increase since June, driven by military trade and upcoming military parades [5]. - Analysts suggest that various sub-sectors, including aerospace and military electronics, will benefit from the upcoming military parade, which is expected to showcase new-generation traditional weapons and new combat forces [5]. Brokerage Sector - The brokerage sector saw significant activity, with stocks like Changcheng Securities and Guosheng Financial hitting daily limits. The number of new A-share accounts opened in July increased by 70.5% year-on-year, indicating heightened market activity [7]. - The margin trading balance has surpassed 2 trillion yuan, a ten-year high, reflecting improved investor sentiment and willingness to take on risk [7]. AI Industry Chain - AI-related stocks surged, with companies like Guangku Technology and Xin Yisheng reaching historical highs. The growth is attributed to advancements in overseas computing power infrastructure and the adoption of liquid cooling solutions by major tech firms [9]. - The market for optical modules is expected to remain robust, supported by ongoing investments in computing power infrastructure and breakthroughs in domestic computing chips [9].