On August 4, the A-share market opened high. The Shenzhen Stock Exchange Index rose more than 3%, the Science and Innovation Composite Index rose more than 4%, and the GEM Index rose more than 5%. More than 3,600 stocks rose and 140 stocks stopped in the A-share market. Sectors such as optical chips, optical modules, optical communications, and semiconductor equipment showed active performance, and the technology sector ushered in a recovery market. The A-share market turnover on the same day was 2.23 trillion yuan, up from the previous trading day. With the gradual disclosure of the 2026 interim reports of listed companies, the latest long-term capital stocks represented by social security funds and QFII came to light. Among the listed companies that have disclosed the list of the top ten tradable shareholders at the end of the first half of 2026, 8 listed companies have social security funds, and 42 listed companies have appeared in QFII. Analysts believe that the long-term investment ecology of the market continues to improve, internal and external factors are being released together, risk appetite is expected to recover steadily, and the market is expected to stop falling and recover after a sharp decline. The medium- to long-term technology growth industry trend has not come to an end. The subsequent market will shift from a general upward market to structural opportunities based on performance screening. Until September, GEM and the Science and Technology Innovation Board may be in a more flexible direction.

On August 4, the A-share market opened high. The Shenzhen Stock Exchange Index rose more than 3%, the Science and Innovation Composite Index rose more than 4%, and the GEM Index rose more than 5%. More than 3,600 stocks rose and 140 stocks stopped in the A-share market. Sectors such as optical chips, optical modules, optical communications, and semiconductor equipment showed active performance, and the technology sector ushered in a recovery market. The A-share market turnover on the same day was 2.23 trillion yuan, up from the previous trading day. With the gradual disclosure of the 2026 interim reports of listed companies, the latest long-term capital stocks represented by social security funds and QFII came to light. Among the listed companies that have disclosed the list of the top ten tradable shareholders at the end of the first half of 2026, 8 listed companies have social security funds, and 42 listed companies have appeared in QFII. Analysts believe that the long-term investment ecology of the market continues to improve, internal and external factors are being released together, risk appetite is expected to recover steadily, and the market is expected to stop falling and recover after a sharp decline. The medium- to long-term technology growth industry trend has not come to an end. The subsequent market will shift from a general upward market to structural opportunities based on performance screening. Until September, GEM and the Science and Technology Innovation Board may be in a more flexible direction.