（原标题：和讯投顾徐梦婧：量价齐升有效突破？还有隐藏利好？） 我们的控盘队实在是太厉害了，就差0.1一个点到达3500，今天盘面又创新高了，那如何看待今天的大 盘？和讯投顾徐梦婧表示，首先第一点，今天市场这一波对前高的突破是不是有效突破？明确观点就是 有效突破，因为量价齐升。今儿中午的时候咱就聊过，下午只要不缩量就行，没想到人家今天下午又放 了2000多亿，而且跟上周周五的新高不一样，上周周五是涨指数不涨涨个股，今天指数和个股一块上 涨，所以今天是情绪量能板块和资金全部到位，有效突破。 那第二点，昨天晚上美对其他国家的关税已经开始公布了，但是昨天晚上美股大跌，今天A股居然无视 美股的影响，港股期指A股同时上涨，可能在这里我们宏观层面会不会有什么我们所不知道的利好，明 天要公布6月份的cpi ppi数据了，是不是？在这里大家可以期待一下。第三点，我们来看一下今天板块 层面上，上涨的板块全部都是跟反内卷相关的，那明天早上大家要关注一下，这个会可能对于相关的反 内卷板块有持续性的消息刺激。我们昨晚跟各位说了，今天创业板退一进二，今天要反弹，而且今天情 绪和赚钱效应也会得到修复，说的还是不错的，同时也昨天提示各位电力 ...

Group 1 - The core viewpoint of the articles highlights the recent surge in polysilicon futures prices, with the main contract closing at 38,385 yuan/ton, reflecting a nearly 15% increase for the month of July [1] - The organic silicon sector in the A-share market has also shown a significant upward trend, with an overall increase of over 8% in June and a daily increase of 1.91% [1] - The recent price movements in polysilicon are attributed to the market's focus on the "anti-involution" theme, particularly following the Central Financial Committee's meeting on July 1, which emphasized the need to regulate low-price competition in the industry [1][2] Group 2 - The first surge in polysilicon futures was driven by macro-level signals regarding "anti-involution," while the second surge was more influenced by short-term market news, including reports of manufacturers planning to raise spot prices [2] - Current spot prices for polysilicon are stable at 40 yuan/kg, with expectations of an increase to 45 yuan/kg, which has attracted significant investment into polysilicon-related assets [2] - In the first five months of this year, new photovoltaic installations reached 197.85 GW, a year-on-year increase of nearly 150%, with May alone seeing a staggering 388% increase compared to the previous year [2] Group 3 - As of now, the monthly production of polysilicon is stable at 90,000 to 100,000 tons, with social inventory at 270,000 tons, indicating a high inventory pressure that may suppress prices [3] - Future price trends for polysilicon will depend on the implementation of industry consolidation policies and changes in downstream demand [3] - The main enterprises estimate that polysilicon prices should be above 39,000 to 40,000 yuan/ton based on full cost calculations, reinforcing market expectations for a "minimum spot price" [3]

Market Overview - The market has absorbed the previous week's upper shadow line, indicating that short-term technical concerns have been alleviated, with trading volume increasing to 567.5 billion, slightly above last Friday's 560.72 billion [1] - The overall market direction is supported by policy and capital, suggesting a long-term positive trend while short-term fluctuations present buying opportunities [1] Industry Insights - The Ministry of Industry and Information Technology's comprehensive rectification against "involution" has notably targeted the photovoltaic industry, which has shown signs of recovery after a recent dip [2] - Other previously low-performing sectors, such as real estate and battery industries, are experiencing a rebound, indicating a rotation among sectors [2] - Positive market reactions are observed in sectors with favorable policy expectations, such as the electricity sector, which reported a growth in overall market load in June [2] Investment Strategy - The fundamental logic remains unchanged, with a recommendation to maintain a 50-70% position in core holdings while using the remaining 30% to focus on specific hot sectors and leading companies [2]

Group 1 - The core viewpoint emphasizes the importance of upcoming economic data releases, such as CPI and PPI, which are closely monitored by large funds in the market [2] - If the economic data is favorable, the market may continue to rise, but if the data is mediocre, there could be caution in the market, especially since the market indices are at high points [2][3] - The current market opportunities are identified in sectors like technology and renewable energy, which are still active despite the need for caution in stock selection [3] Group 2 - Stock selection should focus on those with significant trading volume, defined as stocks with daily transaction amounts above 300 million [3] - Stocks that have recently shown an upward trend without substantial gains in the last few weeks are preferred, as chasing stocks that have already surged may carry higher risks [3] - The market remains focused on various themes represented by technology and renewable energy, as well as some consumer-related stocks [3]

Group 1 - The A-share market is showing positive momentum, with the Shanghai Composite Index approaching the 3500-point mark, indicating a significant breakthrough as it has reached a new closing high not seen in over three years [1][2] - The market's performance today was influenced by certain news stimuli, and the average stock price increased by 1.24, with the ChiNext index experiencing the highest gains, particularly driven by the solar energy sector [2] - Despite the overall positive trend, the strength of the rise in the Shanghai Composite Index and the CSI 300 was deemed insufficient, with specific concerns regarding the performance of the Shanghai 50 index and the low trading volume in the Sci-Tech Innovation Board [2]

Group 1 - The market is showing signs of continued upward momentum, with major indices collectively rising and a strong buying signal from market leaders [1][2] - There has been a significant increase in market volume, exceeding 2.4 trillion, indicating that substantial external funds are entering the market [1] - The technology sector, along with key weighty sectors like solar energy and brokerage firms, is experiencing upward movement, suggesting increased investor sentiment and support from major funds [2] Group 2 - The overall market outlook remains bullish, with expectations of a sustained mid-term upward trend [2]

Group 1 - The A-share market is showing a positive upward trend, with nearly 4,300 stocks rising and all three major indices collectively advancing [1][2] - The market's performance indicates a significant increase in buying power, with the Shanghai Composite Index rising by 24 points, the Shenzhen Component Index increasing by over 1%, and the ChiNext Index gaining more than 2% [1][2] - There is a notable influx of external capital into the market, with trading volume exceeding 240 billion, indicating that substantial outside funds are entering the market [1][2] Group 2 - Key sectors such as technology and financials are gaining momentum, with the solar energy sector also performing strongly, suggesting increased investor interest and activity from major institutional players [2] - The overall analysis suggests that the mid-term upward trend has not ended, and investors are encouraged to maintain a bullish outlook, focusing on low-position stocks in the financial and technology sectors [2] - Investors with lighter positions are advised to seek low-position opportunities and continue to increase their holdings in the market [2]

Group 1 - The first focus area is on companies with strong earnings reports as July marks the earnings disclosure period, particularly in sectors like PCB and CPU, with Nvidia's patents being highlighted. The market has already anticipated strong performance, and the positive results are now being realized, indicating potential for further growth, although retail investors may find it challenging to chase these opportunities [1] Group 2 - The second focus area is on the electricity sector, which has shown impressive growth, especially during the summer peak in electricity consumption. The reduction in solar power supply due to internal competition may shift demand back to traditional electricity sources. Factors such as decreasing coal prices and increasing demand for coal-fired power generation contribute to a favorable outlook for traditional electricity, making it a sector worth monitoring, with a recommendation to wait for pullbacks before entering [2] Group 3 - The third focus area is on stablecoins and financial services, which are seen as a strategic long-term direction. For the Chinese yuan to gain international traction, there needs to be a product available for international trading. The recent strength in stablecoins suggests potential, but investors are advised to select targets carefully and wait for pullbacks to find entry points [3]

Group 1 - The core viewpoint is that the A-share market is approaching 3500 points, indicating a strong bullish trend, and investors are advised to adopt a medium-term bullish strategy while ignoring short-term noise [1] - The current market trend is characterized by sector rotation, offering investors two choices: actively chase market trends or patiently wait for their selected stocks to gain momentum [1] - There is an expectation of macroeconomic recovery driven by anti-involution and liquidity easing, suggesting that even underperforming sectors like real estate and liquor may rebound in the future [1] Group 2 - The best-performing sector today is the photovoltaic sector, which has positively influenced the ChiNext index, indicating a potential shift in market direction tomorrow [1] - Consumer-related sectors such as liquor, retail, and consumer electronics are expected to perform steadily, with a likelihood of continued performance tomorrow [1] - The primary market logic currently revolves around anti-involution, prioritizing the speculation of resource and equipment stocks, with a potential downstream transmission of market trends after these sectors have rotated sufficiently [1] Group 3 - The most important keyword for the week is "performance," highlighting that high-performing stocks may not continue to rise, while low-performing stocks with good future prospects are likely to increase [2] - Stocks with poor current performance but good future expectations may also see price increases, whereas stocks with good current performance but poor future expectations may face declines [2] - Investors are encouraged to make more informed decisions by considering performance metrics and market expectations [2]

Group 1 - The stock of Lixin Micro (688601) has a comprehensive score of 53.85, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 40.36 yuan, 5-day main cost at 40.38 yuan, 20-day main cost at 39.48 yuan, and 60-day main cost at 37.36 yuan [1] - In the past year, the stock has reached its upper limit once and has not hit its lower limit [1] Group 2 - As of July 8, 2025, the northbound capital data indicates a holding of 1.8823 million shares, accounting for 1.4% of the circulating shares [1] - The net purchase yesterday was 62,100 shares, with a daily increase ratio of 0.046% and a 5-day increase ratio of 0.071%, while the 20-day increase ratio was -1.075% [1] - The technical analysis indicates a short-term resistance level at 41.82 yuan and a support level at 39.09 yuan, with a similar mid-term resistance at 41.82 yuan and support at 37.21 yuan [2] Group 3 - On July 8, 2025, the net inflow of main funds was 15.4212 million yuan, representing 12% of the total transaction amount [2] - The net inflow from large orders was 10.0179 million yuan, while the net outflow from retail investors was 403,500 yuan [2] - The stock is associated with several sectors, including semiconductors (1.50%), domestic chips (1.44%), Xiaomi concept (2.06%), and automotive chips (1.36%) [2]