两大利好突袭，科技股狂掀涨停潮！

Core Viewpoint - The article highlights the significant rise in A-shares, particularly in technology and defense sectors, indicating a bullish market trend driven by semiconductor and aerospace stocks [3][4][6]. Technology Sector - A-shares saw a notable increase, with the Shanghai Composite Index reaching a new high of 3946.16 points, driven by technology stocks, especially in the semiconductor sector [3]. - The storage chip sector experienced substantial growth, with leading companies like PuRan, XiangNong, and JiangBoLong hitting historical highs [3][6]. - The demand for storage chips is expected to surge due to the rapid advancement of AI technologies, which require significant storage capacity and bandwidth [11]. Semiconductor Industry - The storage chip market is divided into two main categories: DRAM and NAND flash memory, both of which are critical for AI applications [9][10]. - Major players like Samsung, SK Hynix, and Micron are implementing production cuts of 10%-15% to transition to high-end products, leading to a tightening supply in traditional storage chips [11]. - Analysts predict a "super cycle" for storage chips driven by AI, with the industry's prosperity expected to last for four years [11]. Aerospace Sector - The commercial aerospace sector is also witnessing a rise, with stocks like Aerospace Universe and Aerospace Intelligent Equipment experiencing significant gains [12][13]. - Recent IPO activities in the commercial aerospace sector, such as Beijing Star River Power Aerospace Technology Co., indicate a rapid acceleration in capitalizing on this industry [16]. - The Ministry of Industry and Information Technology is promoting satellite IoT business trials, which aim to support the healthy development of commercial aerospace and low-altitude economies [16][17].