Market Review - The A-share market rose by 1.22% during the week of June 30 to July 4, with strong performance in the glass and innovative drug sectors [2] - The average daily trading volume for the A-share market was 1.4384 trillion yuan, a decrease of 45 billion yuan from the previous week, indicating high market activity [2] - The average number of rising stocks decreased to 2,610, down by 1,012 from the previous week, reflecting a weakening profit effect [2] High Prosperity Sectors Outlook for Q2 2025 - High-growth potential sectors identified for Q2 2025 include optical modules, diesel generators, innovative drugs, and deep-sea technology [2] - The optical module sector is expected to maintain high growth due to increased data transmission rate requirements [29] - The diesel generator market is anticipated to see a rise in both volume and price as AIDC construction accelerates [37] - The innovative drug sector is benefiting from BD transactions and supportive policies, which are expected to enhance growth opportunities [39] - Deep-sea technology is showing high prosperity trends supported by policy initiatives [43] Key Themes - The "anti-involution" policy aims to promote the orderly exit of backward production capacity, facilitating high-quality industry development [3][47] - Deep-sea technology is positioned as a critical pillar of the marine economy, driving economic acceleration [3][54] - The global regulatory framework for stablecoins is rapidly taking shape, providing new opportunities for the internationalization of the renminbi [3][50] Policy Dynamics - The central bank is enhancing financial support for the real economy, with a focus on emerging industries and technology standards [4] - Recent policies emphasize the importance of high-quality development in the marine economy and the establishment of a unified national market [4][59] Industry Trends - The artificial intelligence sector is advancing with initiatives like the global multi-center plan for AI pathology models [5] - The TMT sector is seeing the introduction of the first national 6G industry policy in Beijing [5] - The biopharmaceutical sector is experiencing growth with increased clinical trials and innovations in brain-machine interfaces [5] - The deep-sea economy is being reinforced by the establishment of leadership groups to enhance industry coordination [5] - The high-end manufacturing sector is benefiting from the lifting of EDA export restrictions to China [5]

7月8日早盘，A股整体震荡上行，沪指挑战3500点关口，主要宽基指数悉数上行。电路板、高速铜连 接、光模块CPO、网络游戏、CRO、HBM等概念盘中活跃。近期热度较高的云计算50ETF（516630） 盘中涨近1.5%，持仓股中，新易盛、浪潮信息、中际旭创、紫光股份等涨幅居前，其中新易盛涨超 4%。 华龙证券指出，大模型兴起和生成式人工智能应用显著提升带动人工智能服务器市场规模持续扩大，带 动高速光模块需求快速增长。根据Lightcounting预测，2025年800G以太网光模块市场规模将超过 400G，随着高速光模块的快速导入，预计2029年800G和1.6T光模块的整体市场规模将超过160亿美元。 近年来中国光模块厂商在全球的市占率持续提升，最新发布的2024年全球光模块TOP10榜单显示，中国 厂商已在该领域占据主导地位（占7席）。该机构认为，高速光模块需求提升有望带动行业盈利能力提 升。 英伟达近期股价飙涨，国产算力产业链有望深度受益于海外映射逻辑。公开信息显示，云计算50ETF （516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块&光器件、算力租 赁、数据中心、A ...

军工板块领涨两市，兵装重组概念大涨超8%；银行股逆市走强，工商银行等11只银行股再创历史新高；稳定币概念继续活跃，国泰君安国际高位 巨震。下跌方面，创新药、半导体跌幅居前。 连涨3天之后，今天市场窄幅震荡，交投氛围依然活跃，全天成交达1.58万亿。截至收盘，沪指 跌0.22% ， 深成指 跌0.48% ， 创业板指跌 0.66%。 一起来看下今天的热点。 01 国泰君安国际 冲高回落，百亿搏杀 稳定币是近期市场的热点板块。吉大正元、京北方、 楚天龙、 格尔软件涨停，信安世纪20%涨停。 热门个股方面，港股国泰君安国际在昨天大涨近200%的基础上大幅高开，并且直线拉升至一度涨近90%，之后迅速回落，一度翻绿转跌。截至发 稿，跌0.81%，成交额将近250亿港元，爆了天量。 消息面上，国泰君安国际获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务并提供意见。 该消息直接引爆市场。 雪球APP上不少投资者也惊叹于国泰君安国际的巨震。 据香港证监会披露，目前获批可通过综合账户提供虚拟资产交易服务的机构共计40家，除了国泰君安国际之外，还有天风证券旗下的天风国际、东 方财富旗下的哈富证券，以及富途证券（香 ...