大幅拉升！刚刚，A股刷屏！

Core Viewpoint - The A-share market has shown significant movements across multiple sectors, with the Shanghai Composite Index surpassing 4000 points for the first time since August 2015, driven by strong performances in sectors such as controllable nuclear fusion, domestic software, PCB, and commercial aerospace [1][3]. Sector Summaries Controllable Nuclear Fusion - Controllable nuclear fusion stocks have been on a continuous rise, with companies like Dongfang Tantalum and Antai Technology experiencing multiple trading halts due to price increases. Recent reports indicate that key materials for "artificial sun" technology have achieved domestic industrialization [1][7]. - The research team led by Rong Lijian has successfully developed high-purity ton-level Hastelloy C276 metal substrates for superconducting materials, overcoming previous technological bottlenecks [7][8]. - The second-generation high-temperature superconducting tape is crucial for creating strong magnetic fields necessary for plasma confinement, marking a significant advancement in clean energy exploration [8][9]. PCB Sector - PCB concept stocks have collectively strengthened, with companies like Aisen Co. and Meilian New Materials seeing gains exceeding 11%. Shengyi Technology has also reported a significant increase in revenue and profit forecasts, with expected revenue growth of 108% to 121% year-on-year [4]. Domestic Software - Domestic software stocks have shown active performance, with several companies reaching their daily price limits. The 20th National Congress has emphasized the importance of new productivity and technological self-reliance, suggesting a favorable policy environment for domestic software and hardware companies [4]. Commercial Aerospace - The commercial aerospace sector has rebounded, with companies like Aerospace Development and Aerospace Technology seeing strong stock performance. Recent successful tests of the Tianlong-3 rocket have set new records for satellite deployment in China, indicating advancements in the commercial aerospace industry [4][9]. Financial Sector - The financial sector has also shown notable movements, with companies like Ruida Futures and Huijin Co. experiencing significant price increases, reflecting a broader positive sentiment in the market [5]. Currency and Policy Impact - The onshore RMB has appreciated against the USD, reaching its highest level since November 2024, which may enhance foreign investment in RMB-denominated assets. Additionally, the China Securities Regulatory Commission has introduced measures to optimize the Qualified Foreign Institutional Investor (QFII) system, aiming to create a more transparent and efficient investment environment [3].