Group 1 - The A-share market saw a collective pullback in CPO concept stocks, with significant declines in several companies [1] - Jingwang Electronics (603228) dropped over 7%, while Cambridge Technology fell by 6% [1] - Other companies such as Huilv Ecology, Zhongji Xuchuang, and Xinyi Sheng also experienced declines exceeding 3% [1] Group 2 - The table lists various companies along with their stock performance, total market capitalization, and year-to-date growth percentages [2] - Jingwang Electronics reported a decline of 7.33% with a total market value of 58.2 billion and a year-to-date increase of 127.01% [2] - Cambridge Technology saw a decrease of 6.06%, with a market cap of 13.7 billion and a year-to-date growth of 26.18% [2] - Huilv Ecology experienced a drop of 4.80%, with a market cap of 10.7 billion and a year-to-date increase of 80.40% [2] - Zhongji Xuchuang and Xinyi Sheng also reported declines of 3.88% and 3.84%, respectively, with market caps of 232.4 billion and 180.8 billion [2]

Group 1 - The A-share market saw a collective pullback in CPO concept stocks, indicating a negative trend in this sector [1] - Jingwang Electronics experienced a decline of over 7%, reflecting significant selling pressure [1] - Cambridge Technology fell by 6%, contributing to the overall downturn in the CPO sector [1] Group 2 - Huilv Ecology dropped by over 4%, highlighting concerns among investors [1] - Companies such as Zhongji Xuchuang, Xinyi Sheng, Liante Technology, Guangxun Technology, and Taicheng Light all experienced declines of over 3%, indicating widespread weakness in the market [1]

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 1, with notable amounts withdrawn from various companies [1] - The stock with the highest capital outflow is Northern Rare Earth, with a withdrawal of 878 million yuan [1] - Other companies experiencing substantial outflows include Xinyi Technology (-872 million yuan), Tianfeng Securities (-628 million yuan), and Inspur Information (-558 million yuan) [1][1][1] Group 2 - The total outflows from the top 20 stocks indicate a trend of capital withdrawal from the market, which may reflect investor sentiment and market conditions [1] - The data highlights a diverse range of sectors affected, including technology, finance, and materials, suggesting a broad market impact [1][1] - The article provides a detailed list of the top 20 stocks with their respective outflow amounts, which can be useful for investors analyzing market trends [1]

| 交易日期 | 豆醇圆移 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业园 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-31 | 剑桥科技 | 603083 | 46.5 | 488.25 | 10.5 | 招商证券股份有限 公司西安北大街证 | 华泰证券股份有限 公司上海分公司 | Na | | | | | | | | 变量不溶 | | | | 2025-07-31 | 剑桥科技 | 603083 | 46.5 | 372 | 8 | 广发证券股份有限 公司佛山灯温东路 | 华泰证券股份有限 公司上海分公司 | KA | | | | | | | | 还有含非常 | | | | 2025-07-31 | 剑桥科技 | 603083 | 46.5 | 246.45 | 53 | 招商运券股份有限 | 华泰证券股份有限 | Ka | | | | | | | | 公司西安北大街道 | 公司上海分公司 | | | | | | | | | 秀营业部 ---- ...

沪指7月31日下跌1.18%，申万所属行业中，今日上涨的有2个，涨幅居前的行业为计算机、通信，涨幅 分别为0.39%、0.06%。通信行业位居今日涨幅榜第二。跌幅居前的行业为钢铁、有色金属，跌幅分别 为4.08%、3.19%。 资金面上看，两市主力资金全天净流出569.34亿元，主力资金净流入的行业仅有3个，计算机行业净流 入资金38.69亿元；银行行业净流入资金17.02亿元；传媒行业净流入资金2.22亿元。 主力资金净流出的行业有28个，有色金属行业主力资金净流出规模居首，全天净流出资金79.44亿元， 其次是非银金融行业，净流出资金为76.60亿元，净流出资金较多的还有电力设备、电子、基础化工等 行业。 通信行业今日上涨0.06%，全天主力资金净流出2.55亿元，该行业所属的个股共125只，今日上涨的有47 只，涨停的有2只；下跌的有72只。以资金流向数据进行统计，该行业资金净流入的个股有52只，其 中，净流入资金超5000万元的有9只，净流入资金居首的是剑桥科技，今日净流入资金8.04亿元，紧随 其后的是恒宝股份、中国电信，净流入资金分别为2.75亿元、2.23亿元。通信行业资金净流出个股中， 资金净 ...

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

来源：金融界 天眼查商业履历信息显示，上海剑桥科技股份有限公司，成立于2006年，位于上海市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本26804.1841万人民币，实缴资本 26804.1841万人民币。公司法定代表人为GERALD G WONG。 通过天眼查大数据分析，上海剑桥科技股份有限公司共对外投资了9家企业，参与招投标项目16次，知 识产权方面有商标信息12条，专利信息518条，此外企业还拥有行政许可48个。 金融界消息 截至2025年7月31日收盘，剑桥科技（603083）报收于54.28元，上涨9.99%，换手率 27.67%，成交量74.15万手，成交金额39.89亿元。 资金流向方面，今日主力资金净流入6.81亿元，占比成交额17.06%。其中，超大单净流入8.04亿元、占 成交额20.15%，大单净流出12330.75万元、占成交额3.09%，中单净流出流出41778.14万元、占成交额 10.47%，小单净流出26283.93万元、占成交额6.59%。 剑桥科技最新一期业绩显示，截至2025一季报，公司营业总收入8.94亿元、同比增长5.18%，归属净利 润3 ...

Group 1: Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down 0.68%, Shenzhen Component down 0.45%, and the ChiNext Index up 0.43% as of the midday close [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.14 trillion yuan, an increase of 562 billion yuan compared to the previous trading day [2] Group 2: Technology Sector Performance - Major technology stocks rebounded collectively, with CPO and PCB hardware leading the gains, while communication and AI concept stocks became active again [2][4] - CPO concept stocks saw significant increases, with companies like Ruijie Networks and Cambridge Technology receiving strong market support [6][9] Group 3: Individual Stock Highlights - Cambridge Technology hit the daily limit, while Tianfu Communication and Lian Te Technology rose over 10% [7] - Microsoft reported better-than-expected Q4 and full-year earnings for FY2025, leading to a post-market stock price surge of over 8% and a market capitalization exceeding 4 trillion dollars [9] Group 4: Innovation Drug Sector - The innovation drug sector remained active, with companies like Nanxin Pharmaceutical and Qizheng Tibetan Medicine hitting the daily limit [11] - A report from CITIC Securities indicated a clear signal for policy support in the innovation drug and medical device industry, suggesting potential investment opportunities [14] Group 5: Other Notable Movements - Defense and military stocks saw gains, with Aerospace Morning Glory hitting the daily limit and Changcheng Military Industry rising nearly 8% [15] - The network security sector experienced a rebound, with Digital Certification hitting the daily limit and several other stocks following suit [16]

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 ...

Core Viewpoint - The article highlights a collective rebound in the technology sector, driven by strong performances from Microsoft and Meta, which have ignited interest in the computing power segment and sustained momentum in innovative pharmaceuticals [2][8]. Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.68% and the Shenzhen Component Index down by 0.45%, while the ChiNext Index rose by 0.43% [2]. - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.14 trillion yuan, an increase of 562 billion yuan compared to the previous trading day [3]. Technology Sector Performance - Major technology stocks rebounded, with CPO (Cloud Power Optimization), PCB (Printed Circuit Board), and other computing hardware leading the gains. Concepts related to communication and AI also saw renewed activity [3][9]. - CPO concept stocks experienced significant gains, with companies like Ruijie Networks and Cambridge Technology seeing substantial increases in stock prices, with Cambridge Technology hitting the daily limit [10][13]. Innovative Pharmaceuticals - The innovative pharmaceutical sector remained active, with stocks like Nanxin Pharmaceutical and Qizheng Tibetan Medicine hitting the daily limit, indicating strong investor interest [17]. - A report from CITIC Securities suggests that recent policy signals support the development of innovative drugs and medical devices, indicating potential investment opportunities in the medical device sector [22]. Notable Stock Movements - Industrial Fulian's stock surged over 8%, reaching a historical high with a market capitalization of 704.2 billion yuan, surpassing Changjiang Electric Power [15]. - The article also notes significant gains in weight-loss drug stocks, with companies like Anke Bio and Dezheng Health seeing increases of over 6% [20][21].