A-share market closing review: Four major positive news strikes, the Shanghai Composite Index once again reaches 3700 points! The ChiNext Index closed up 2.61%, and the anti-insulation theme continued to strengthen.

On August 15th, A-shares rebounded throughout the day, with over 4600 stocks rising in the market. Total trading volume reached 2.2 trillion, surpassing 2 trillion for three consecutive trading days, a decrease of 34.6 billion compared to the previous trading day. At the close, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index rose by 1.60%, and the ChiNext Index rose by 2.61%. Market analysis believes that there are four main positive influences for today's index rebound: 1. Weighted economic data was released, showing that in July, the national economy maintained a steady progress, with continuing expansion in fixed asset investment and rapid growth in manufacturing investment. In addition, in the real estate sector, the decrease in new home prices in first-tier cities slowed down. 2. The central bank conducted 500 billion yuan of reverse repurchase operations today. CITIC SEC pointed out that compared to injecting 200 billion yuan in June and July, the 500 billion yuan reverse repurchase in August signals a relatively loose monetary policy. 3. The first batch of securities firms released their semi-annual reports, showing high growth in net profits for small and medium-sized securities firms. With the significant increase in profits for Jianghai Securities, the sector showed strong growth. Additionally, multiple stocks including China Great Wall were recently "hyped" by northbound funds. 4. There were significant developments in the new energy field, with 152 energy storage companies speaking out against internal competition, aiming to curb disorderly competition below cost. In addition, according to Economic Observer report, there was a shortage of photovoltaic modules causing prices to rise. In terms of the market, the liquid-cooled server, PCB, and AI hardware computing industry chains surged, with Zhejiang Dayuan Pumps Industry and SHENZHEN JOVE ENTERPRISE LIMITED hitting the limit up. The non-banking financial sector, including securities firms, China Great Wall, also showed strength. PEEK materials and Siasun Robot & Automation concept stocks were hot, with Shandong Shuangyi Technology soaring at one point by over 15%. Rare earth permanent magnet concepts rose, with Jiangsu Huahong Technology hitting the limit up. The photovoltaic, wind power, and energy storage sectors continued to strengthen, with Inner Mongolia OJing Science & Technology hitting the limit up. The cryptocurrency concept rose in the afternoon, with Hengbao Co., Ltd. hitting the limit up. Additionally, semiconductor, general equipment, and automotive parts sectors all showed some performance. On the downside, bank stocks experienced a pullback. Looking ahead, CICC stated that under the optimistic sentiment, this round of the market rally is not over yet, and the A-share market this year is more like an "enhanced version of 2013." Popular sectors: 1. AI computing stocks surged, with PCB and other AI hardware computing stocks rebounding. SHENZHEN JOVE ENTERPRISE LIMITED, Nuode New Materials, Chongqing Polycomp International Corporation, and Pamica Technology Corporation hit the limit up, followed by Ganzhou Yihao New Materials and Anhui Tongguan Copper Foil Group. 2. Securities stocks showed strength, with China Great Wall hitting the limit up. Beijing Compass Technology Development, BOC International, East Money Information, Tianfeng, Soochow followed the trend. 3. Siasun Robot & Automation concept stocks rose, with PEEK materials and Shandong Shuangyi Technology soaring. HUAMI NEW MATERIAL, Sino-High, Orinko Advanced Plastics and other stocks also rose. 4. Photovoltaic equipment segment rose, with Inner Mongolia OJing Science & Technology, Levima Advanced Materials Corporation hitting the limit up. Shenzhen S.C. New Energy Technology Corporation, Sungrow Power Supply, JA Solar Technology, and Tongwei Co., Ltd. also surged. Institutional views: 1. Huatai: Market may still need further consolidation in the near term as bullish sentiment prevails. 2. Guotou Securities: Short-term liquidity bull market, medium-term fundamental bull market, medium-to-long-term new and old momentum transformation bull market. 3. Caixin Securities: The trend of shaking and rising in the A-share market has not changed. The direction remains uncertain and investors need to monitor market dynamics closely. This article is translated by "Tencent Stock Selection". Editor: Li Fo.