Market Overview - A-share market reached a historic moment on August 18, with the Shanghai Composite Index rising by 0.85% and hitting a nearly 10-year high of 3741.29 points, surpassing the previous high of 3731.69 points from February 18, 2021 [1] - The total market capitalization of A-shares exceeded 100 trillion yuan for the first time, attracting significant attention from market participants [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.76 trillion yuan, marking a year-to-date high and an increase of 519.6 billion yuan from the previous trading day [2] Sector Performance - AI hardware-related sectors became market focal points, with stocks like Feilong Co. and Cambridge Technology hitting the daily limit [4] - The film and television sector also performed well, driven by strong box office results during the summer season, with stocks like Jishi Media and Huace Film & TV reaching their daily limit [4] - Overall, more than 4,000 stocks in the Shanghai and Shenzhen markets saw gains, with 3,771 stocks rising and 117 stocks hitting the daily limit [4] Market Sentiment and Future Outlook - Analysts suggest that the current market is experiencing a "healthy bull" phase, supported by policy backing and liquidity easing [4][7] - The core driving factors for the ongoing market rally are identified as "policy support + liquidity easing," with expectations for continued upward momentum [4][5] - The market sentiment remains optimistic, with potential for a "structural bull market" as liquidity conditions remain favorable [5][7] Investment Strategies - Analysts recommend maintaining a high position in the market, focusing on sectors such as AI, innovative pharmaceuticals, military, and large financial institutions [7] - There is an emphasis on the importance of institutional participation, with a noted increase in new institutional accounts correlating with the issuance of equity funds [7] - The potential for a new "institutional bull" market is highlighted, driven by positive feedback between asset and liability sides [7]

截至上午收盘，场内多只跟踪中证A500指数的ETF涨超1%。其中，有15只中证A500相关ETF成交额超1亿元，4只超30亿元。A500ETF基金、A500ETF南 方、A500ETF华泰柏瑞早盘成交额分别为39.55亿元、37.27亿元、32.28亿元。 市场早盘高开高走，沪指创近10年新高，北证50指数创历史新高。盘面上热点集中在AI硬件和大金融方向，个股涨多跌少，全市场近4500只个股上涨。从 板块来看，券商、金融科技股维持强势，液冷服务器等AI硬件股持续爆发，影视股表现活跃。 有券商表示，A股市场行情仍有一定持续性。"反内卷"及需求端政策出台或将是影响A股指数高度的重要因素，后续有向"结构性牛市行情"演绎的可能性。 近期可关注高景气板块的低吸轮动机会。 每日经济新闻 | 代码 名称 | 现价 | 涨跌幅 IOPV 溢折率 换手率 成交金额▼ | | | --- | --- | --- | --- | | 512050 A500ETF基金 | 1.062 | 1.43% 1.0596 0.23% 25.97% | 39.55亿 | | 159352 A500ETF南方 | 1.111 | 1.46% 1 ...