CSEC,China Shenhua(SH:601088) 第一财经·2025-08-18 03:44Core Viewpoint - The A-share market has reached a historic milestone, with the total market capitalization surpassing 100 trillion yuan for the first time, driven by strong performances in various sectors, particularly in AI hardware and cultural media [4][6]. Market Performance - The Shanghai Composite Index rose by 1%, while the Shenzhen Component Index increased by 1.94%, and the ChiNext Index surged by 3.21%, with over 3,990 stocks in the two markets experiencing gains [3][4]. - The total market capitalization of A-shares exceeded 100 trillion yuan, marking a historic high and the first time this threshold has been crossed [4]. - The ChiNext Index saw a significant increase of over 3%, with notable gains in sectors such as cultural media, consumer electronics, and gaming [6]. Sector Highlights - The following sectors showed remarkable performance: - Film and television industry: +6.49% with a capital inflow of 1.167 billion yuan - Liquid cooling servers: +5.70% with a capital inflow of 5.924 billion yuan - Short drama games: +4.91% with a capital inflow of 2.077 billion yuan - Huawei HiSilicon concept stocks: +4.76% with a capital inflow of 1.373 billion yuan - AI-related stocks: +4.22% with a capital inflow of 5.374 billion yuan [7]. Trading Volume - The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, indicating robust market activity [8].