A-shares rally in afternoon as ChiNext surges 5.64%; computing hardware supply chain rebounds sharply

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Summary · why it matters

China's three major A-share indices opened higher on August 4, and both markets climbed in the afternoon, with the ChiNext index surging 5.64%. The computing hardware supply chain rebounded sharply, led by CPO, PCB, and memory sectors. More than 20 stocks in the communications and electronics sectors hit their daily limit up or rose over 10%. Banking, insurance, baijiu, power, and aviation sectors weakened, with Industrial and Commercial Bank of China and Agricultural Bank of China falling over 3%. Total turnover on the Shanghai and Shenzhen exchanges reached 2.2136 trillion yuan, an increase of 216.2 billion yuan from the previous trading day. CICC believes the market in August may enter a recovery phase and suggests focusing on growth areas such as AI infrastructure.

Impact on stocks 15

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