大家好，我是基星高照，今天是8月22日，我们来复盘下A股市场，A股今天创多项历史记录，大盘高开后再度单边逼空，沪指轻松拿下3800 点，科创50暴涨8%。 第一个：沪指突破3800点报3825点，再创十年新高。 第二个：A股全天成交2.58万亿元，成交额连续第8日突破2万亿，打破A股历史记录，此前是2024年11月5日—13日，A股市场成交额曾连续7日 达到2万亿元以上。 第三个：寒武纪封上涨停板，总市值超过5200亿元，股价报1243.20元，距贵州茅台股价仅差200多元，为A股市场第二高价股。 第四个：半导体产业链全线爆发，多只芯片主题ETF涨近10%。海光信息、寒武纪双双20%涨停创新高。 从ETF涨跌幅来看，芯片霸屏涨幅前20，ETF涨幅最高的是科创50ETF，涨幅高达15.94%。 板块方面，GPU、服务器、AIPC概念强势领涨；大消费普跌，银行股，宠物经济、民航、培育钻石概念逆势下跌。 AI硬件端调整数日后强势反弹，覆铜板、CPO概念午前涨势扩散。 大金融上下半场两次点火，信达证券、光大证券涨停。 本周沪指累涨3.49%，创年内最佳周表现；深成指涨4.57%，创业板指涨5.85%。 个人操作上，昨 ...

Market Performance - The Shanghai Composite Index reached a ten-year high of 3767.43 points on August 20, with the sci-tech chip sector experiencing significant gains, as multiple related ETFs rose over 4% [1] - On August 19, four ETFs saw net inflows exceeding 1 billion yuan, with the GF CSI Hong Kong Innovative Drug ETF receiving over 1.3 billion yuan [2] ETF Activity - The second batch of sci-tech bond ETFs was reported to the CSRC on August 20, with 14 fund companies submitting applications [3] - On August 20, several chip-themed ETFs performed strongly, with the Sci-Tech Chip Design ETF (588780) leading the market with a 5.57% increase [4][5] - The bond market saw active trading, with 10 ETFs exceeding 10 billion yuan in trading volume, seven of which were bond ETFs, including the Short-term Bond ETF (511360) with over 23 billion yuan in trading volume [6][8] Sector Insights - The innovative drug and sci-tech bond themed ETFs attracted significant capital inflows, indicating a positive trend in the innovative drug industry, which is expected to experience rapid revenue and profit growth over the next five years [9][10] - The light module sector is anticipated to maintain high prosperity due to the rapid development of the global AI industry, with increasing demand for computing power and related applications [11] New ETF Developments - The second batch of sci-tech bond ETFs will track various indices, including the CSI AAA Technology Innovation Corporate Bond Index and the SSE AAA Technology Innovation Corporate Bond Index [12]