7月8日， morning session witnessed a bottom reversal and subsequent consolidation rally in the market, marked by prominent structural differentiation. The Sci-Tech 50 index surged significantly, climbing over 3%, while the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all turned green. By noon, the Shanghai Composite had gained 0.52%, the Shenzhen Component gained 0.08%, and the ChiNext Index gained 0.95%.
The combined trading volume of the Shanghai and Shenzhen exchanges in the morning reached 1.7 trillion yuan, an increase of 720 billion yuan compared to the previous trading day's morning session, indicating a slight recovery in market participation. The market's focus remained scattered and chaotic, with over 3,400 individual stocks experiencing declines.
In terms of sectors, the computing power rental concept continued to strengthen. The Sci-Tech Chip ETF (588290) jumped by 3.88%, with Yuncai Zhilian, Shujugang, Wangsusci, Hengweikeji, Nanxing Share, and Erliu Three collectively hitting the limit up. The gold sector saw fluctuations, with the Gold ETF (159321) rising by 0.77%, and Zhaojin Gold reversing to a limit up.
On the downside, the humanoid robot sector experienced volatility, with Aestwon hitting the limit down. The lithium mine concept continued to face pressure, with Rongjie Share and Shengxin Lithium touching the limit down.
ETF market activity remained robust, with the morning session total trading volume for all ETFs reaching 3153.6 billion yuan, an increase of 279.7 billion yuan from the previous trading day. A total of 870 ETFs across the board posted gains.
Overview of Hot Sectors:
Main Force Net Inflow Sectors:
NO.1【East-West Data Calculation(Computing Power)】Main force funds net inflow +100.6 billion yuan, with 12 stocks hitting the limit up and 242 stocks rising in the sector.
NO.2【Cloud Computing】Main force funds net inflow +94.16 billion yuan, with 11 stocks hitting the limit up and 169 stocks rising in the sector.
NO.3【Data Center(AIDC)】Main force funds net inflow +94.46 billion yuan, with 18 stocks hitting the limit up and 314 stocks rising in the sector.
NO.4【Computing Power Rental】Main force funds net inflow +91.19 billion yuan, with 9 stocks hitting the limit up and 125 stocks rising in the sector.
NO.5【Liquid Cooling Servers】Main force funds net inflow +84.68 billion yuan, with 9 stocks hitting the limit up and 94 stocks rising in the sector.
Key Market Focus:
【Chip】
Related ETFs: Sci-Tech Chip ETF (588290), Sci-Tech 50 ETF (588280), Electronic 50 ETF (515320)
Intel officially initiated pricing adjustments for its CPU products, with the increase covering some consumer-grade酷睿Ultra processors and至强 server processors. Among them, high-end至强 server products saw an overall price hike of 7%-12%. Concurrently, JPMorgan released forecast data, predicting significant acceleration in the shipment volume of AI专用ASIC chips in the next two years. Global ASIC shipment volume is expected to reach 6.8 million units by 2026, accounting for approximately 42% of total AI chip shipments. By 2027, ASIC shipment volume will further climb to 12.5 million units, surpassing the shipment volume of GPUs in the same period.
【Artificial Intelligence】
Related ETFs: ChiNext Artificial Intelligence ETF (159279), Sci-Tech Information ETF (588260), Digital Economy ETF (159658), Sci-Tech ChiNext Artificial Intelligence ETF (588470)
Key Developments: Microsoft has begun replacing the prior OpenAI and Anthropic third-party models in its core office software, such as Excel and Outlook, with its own AI models to reduce the cost of AI application deployment. On the other side, Meta continues to enhance its AI content generation ecosystem, having launched its in-house AI image generation model on its chatbot and Instagram platforms. Its video generation tool, MuseVideo, is also set to open for creators and the MetaAI ecosystem in the near future.
【Medicine】
Related ETFs: Medicine ETF (512120), Biopharmaceutical ETF (159508)
Key Developments: The latest industry statistics disclosed by Pharmaboom reveal that the total scale of Chinese innovative drug BD overseas transactions in the first half of 2026 surged to 99.7 billion USD, approximately twice the annual total of 2024, and reaching 73% of the full-year total for 2025. Among them, the upfront payments for outsource transactions amounted to about 5 billion USD, nearly 70% of the full-year upfront payment scale for 2025. The industry's overseas advancement continues to accelerate. (Disclaimer: The above information is for reference only and does not constitute investment advice. Market risks exist, and investment should be approached with caution.)
Dai Xing Jing Shi