Market Overview - On August 7, A-shares experienced fluctuations but showed a significant rebound before the morning close, with the Shanghai Composite Index rising by 0.12% and the Shenzhen Component Index falling by 0.13% [1] - The total trading volume for the market reached approximately 1.2 trillion yuan, an increase of 132.7 billion yuan compared to the previous morning [1] Semiconductor Sector - The semiconductor sector surged due to overseas news, with stocks like Dongxin Technology (688110) hitting the daily limit and reaching a historical high, with a trading volume exceeding 4.2 billion yuan [3] - Dongxin Technology has seen four daily limits in the last eight trading days, with a cumulative increase of 90.97% during this period and a year-to-date increase of 193.98% [3] - The company focuses on the research, design, and sales of small-capacity storage chips, with applications in various fields including network communication and consumer electronics [3] Apple-Related Stocks - Apple-related stocks strengthened in the morning, with Industrial Fulian (601138) rising by 4.11% and reaching a new high [5] - On August 6, Apple announced an additional investment commitment of 100 billion USD in the U.S., accelerating its investment plan, with a total investment of 600 billion USD over the next four years [5] - Apple's stock rose by 5.09%, increasing its market capitalization by approximately 153.4 billion USD (about 1.1 trillion yuan) in one day [5] Medical Device Sector - Medical device stocks showed an upward trend, with companies like Shangrong Medical (002551) and Kehua Bio (002022) hitting the daily limit [6] - The National Medical Products Administration recently announced measures to support the innovation and development of high-end medical devices, identifying key areas for development [6][9] - The medical device index currently has a price-to-earnings ratio of approximately 29 times, which is at the 26th percentile level over the past five years [9] "Millet Economy" Concept Stocks - "Millet economy" concept stocks rose, with Jin Hong Group (603518) hitting the daily limit and Chuangyuan Co. (300703) increasing by over 10% [10] - The Beijing government recently issued a plan to encourage cross-industry cooperation and support the development of traditional brands, which includes promoting the "millet economy" [14] - Pop Mart, a popular stock in the "millet economy," saw its shares rise by 2.74% to 284.6 HKD per share after reaching a historical high [14]

8月7日，A股震荡调整，但上午收盘前显著回升。 截至上午收盘，上证指数上涨0.12%，深证成指下跌0.13%，创业板指下跌0.52%。全市场半日成交额约1.2万亿元，较昨日上午放量1327亿元。 受海外消息催化，半导体板块大涨，富满微（300671）等多股涨停，东芯股份（688110）"20CM"涨停，股价创历史新高，成交额超42亿元。近8个交易 日，东芯股份收获4个涨停，区间累计涨幅为90.97%。东芯股份今年以来的涨幅达到193.98%。 资料显示，东芯股份专注于中小容量存储芯片的研发设计与销售，产品应用于网络通信、消费电子、工业控制等领域。东芯股份7月31日公告称，公司投 资的砺算科技上海有限公司发布首款自研GPU芯片可应用于个人电脑、专业设计、AIPC、云游戏、云渲染、数字孪生等场景，目前正在优化提升工作， 下一步将进行客户送样及量产，目前尚未产生收入。 | 东芯股份 | | | | | | --- | --- | --- | --- | --- | | 688110通 L1 科创 融 | | | | | | 73.20 | 高 | | 73.20 市值 323.73亿 量比 1.79 | | | 6 ...