超3700股上涨，锂电池、创新药集体走强，专家：A股年内或创新高

Market Overview - A-shares opened lower but rebounded, with all four major indices turning positive; Shanghai Composite Index rose by 0.26%, Shenzhen Component Index by 0.93%, ChiNext Index by 0.83%, and Sci-Tech Innovation Index by 1.08% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion yuan, with over 3,700 stocks rising [1] Sector Performance - The innovative drug sector surged, with A-share innovative drug stocks increasing by 3%; Meheco hit the daily limit, achieving five consecutive days of gains [6] - Lithium battery stocks experienced a surge, with companies like Jiangte Electric and Rongjie shares hitting the daily limit; the price of lithium carbonate futures rose over 4.5%, exceeding 160,000 yuan per ton [6] - The CPO concept showed signs of recovery, particularly in the optical chip sector, with Yunnan Geology and Tengjing Technology hitting the daily limit and reaching historical highs [6] Hong Kong Market - Major indices in Hong Kong rose collectively, with the Hang Seng Index up by 0.3% and the Hang Seng Tech Index increasing by over 0.7%; automotive stocks led the gains, with companies like Li Auto and BYD rising over 4% [8] Economic Insights - Zhang Yidong, chief economist at Haitong International, indicated that while the U.S. is attempting to stabilize the market, the true turning point (TACO) has not yet arrived; he remains optimistic about A-shares and Hong Kong stocks reaching new highs in the second half of the year [10] - He suggests prioritizing investments in gold, energy, and resources before a potential ceasefire, and after, focusing on high-tech and advanced manufacturing sectors [10]