A股集体高开，这一板块涨幅居前

Market Overview - The A-share market opened higher with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index increasing by 1.03%, and the ChiNext Index up by 1.79% [4][5]. - The securities sector saw significant gains, with firms like CICC, Dongxing Securities, and Xinda Securities announcing major asset restructuring plans, leading to a collective high opening [3]. Sector Performance - The NVIDIA supply chain led the market, with sectors such as CPO and memory storage showing strong performance. Semiconductor, fintech, and AI application themes also gained traction [5]. - Conversely, the oil, coal, and military industries experienced a pullback [5]. Monetary Policy - The central bank conducted a 300 billion yuan reverse repurchase operation for 7 days at an interest rate of 1.40%, with 190 billion yuan of reverse repos maturing today [6]. Hong Kong Market - The Hong Kong market opened with the Hang Seng Index up by 0.65% and the Hang Seng Tech Index rising by 0.7%. Notable gains were seen in Baidu Group and Huahong Semiconductor, while shares of Xpeng Motors, Li Auto, and NIO weakened [7].