On August 6, the market opened slightly lower and fluctuated within a narrow range, with small and micro-cap stocks leading gains. By the midday close, the Shanghai Composite Index rose 0.27% to 3,627.54 points, the Shenzhen Component Index gained 0.46%, the ChiNext Index advanced 0.39%, the BSE 50 Index surged 1.32%, the STAR 50 Index climbed 0.5%, and the CSI A500 Index increased 0.31%. A-share turnover reached 1.07 trillion yuan in the morning session.

On the liquidity front, the central bank announced that it conducted 138.5 billion yuan in 7-day reverse repo operations at a fixed rate of 1.40% through quantity bidding on August 6, with full subscription and allotment. Wind data shows that 309 billion yuan of reverse repos matured on the same day, resulting in a net withdrawal of 170.5 billion yuan for the day.

In corporate news, Nvidia revealed that it will actively participate in the 2025 World Robot Conference, delivering a keynote speech and showcasing its advancements in physical AI and general-purpose robotics alongside ecosystem partners such as Galaxy General, Unitree Robotics, and Zhongjian Technology.

The Shanghai Municipal Government released the "Implementation Plan for the Development of Embodied AI Industry in Shanghai." The plan aims to achieve breakthroughs in at least 20 core algorithms and technologies related to embodied models and datasets by 2027. It also targets establishing no fewer than four high-quality embodied AI incubators, gathering 100 leading industry enterprises, deploying 100 innovative application scenarios, and promoting 100 internationally advanced products, with the core embodied AI industry scale exceeding 50 billion yuan. Key support will be provided for critical technologies like perception and decision-making, motion control, embodied datasets, and operating systems, offering up to 30% of the total approved project investment or a maximum of 50 million yuan.

Sector-wise, PEEK material concepts continued their strong rally, with Huami New Materials surging 30% and Xinhan New Materials hitting consecutive 20% daily limits. The defense sector extended its gains, with major players like Chengfei, Shenfei, and Xifei accelerating their upward momentum before noon.