截至8月5日开盘一小时，主力资金流出前20的股票分别为：山河智能（-6.77亿元）、翰宇药业（-5.01 亿元）、航天电子（-4.23亿元）、爱乐达（-3.77亿元）、建设工业（-3.09亿元）、宁德时代（-2.27亿 元）、比亚迪（-2.18亿元）、东山精密（-1.96亿元）、东方财富（-1.95亿元）、利君股份（-1.90亿 元）、神州数码（-1.89亿元）、东芯股份（-1.81亿元）、万兴科技（-1.72亿元）、万泽股份（-1.66亿 元）、江海股份（-1.65亿元）、指南针（-1.64亿元）、内蒙一机（-1.57亿元）、利欧股份（-1.55亿 元）、长城电工（-1.52亿元）、天坛生物（-1.51亿元）。 作者：金股通 本文源自：金融界 ...

Group 1 - In August, 42 brokerage firms have released their "golden stock" lists, recommending a total of 370 times across 286 A-shares, including 187 from the main board, 48 from the ChiNext, and 51 from the Sci-Tech Innovation Board [1] - The most popular A-shares include Dongfang Wealth, Luoyang Molybdenum, and Muyuan Foods, which have been recommended 7 times, 5 times, and 5 times respectively [1] - A total of 182 A-shares have seen an increase in recommendation frequency compared to the previous month [1] Group 2 - Among the 19 industries recommended more than 10 times, the most favored sectors include electronic devices, instruments and components, metals, non-metals and mining, and chemicals, with recommendations of 39, 38, and 34 times respectively [1]

Group 1 - In August, 42 brokerage firms released their "golden stocks" lists, recommending a total of 370 times across 286 A-shares, including 187 from the main board, 48 from the ChiNext, 50 from the Sci-Tech Innovation Board, and 1 from the Beijing Stock Exchange [1] - The most popular A-shares include Dongfang Zhiye, Luoyang Molybdenum, and Muyuan Foods, which were recommended 7 times, 5 times, and 5 times respectively [1] - A total of 182 A-shares saw an increase in recommendation counts compared to the previous month, with Wanhua Chemical, Dongfang Zhiye, and Luoyang Molybdenum experiencing the most significant increases of 4 times, 4 times, and 3 times respectively [1] Group 2 - Nineteen industries have been recommended more than 10 times, with the most favored sectors being electronic devices, instruments and components, metals, non-metals and mining, and chemicals, receiving 39, 38, and 34 recommendations respectively [1]

研究所每月一期的金股是各券商综合研究实力与选股能力的集中体现。根据Wind统计，截至8月4日， 已有39家券商公布8月金股名单，东方财富成为本月机构关注度最高的个股，信息技术、材料、工业等 行业集中受到券商关注。 展望8月，多家券商仍看好A股市场整体表现，建议行业配置上重点围绕"反内卷"出清、半年报业绩增 速较高以及当前估值处于较低水平的方向布局，科技创新仍是投资主线。 东方财富获券商高度关注 从推荐机构数量来看，东方财富成为8月最热门标的，受到了国信证券、招商证券等7家机构的青睐。推 荐机构普遍认为，市场短期风险偏好回升有望延续，叠加市场活跃度抬升，利好东方财富经纪、信用、 代销业务业绩增长。此外，AI"妙想"大模型在B端和C端已有商业化落地，AI+金融战略深化有望驱动公 司业绩的长期增长。 此外，万华化学、沪电股份、大金重工分别获得了4家券商的青睐，中际旭创、中国化学、科锐国际、 新华保险、华友钴业、中芯国际等获得了3家券商推荐。从行业分布来看，8月券商金股主要集中在信息 技术、材料、工业、可选消费、医疗保健等领域。 | | 券商8月受股组合热门金股 | | | --- | --- | --- | | 证 ...

Core Insights - A-shares financing balance reached a new high in over 10 years, totaling 19,662.74 billion yuan as of August 1, with an increase of 1,281.25 billion yuan since July [4][11] - The pharmaceutical and biotechnology sector saw the highest net buying amount, with the stock Xin Yisheng leading in net purchases [4][8] Industry Summary - **Pharmaceutical and Biotechnology**: Net buying amount reached 1,468,530.21 million yuan, with significant interest from investors [6] - **Electronics**: Financing balance was 22,626,659.63 million yuan, indicating strong investor confidence [6] - **Computer**: The sector recorded a financing balance of 15,283,294.09 million yuan, reflecting robust market activity [6] - **Non-banking Financials**: Financing balance stood at 16,365,487.92 million yuan, showing a healthy investment trend [6] - **Automotive**: The sector had a financing balance of 10,228,256.56 million yuan, indicating continued investor interest [6] Top Stocks by Financing Balance - **Dongfang Caifu (300059.SZ)**: 2,336,351.67 million yuan [8] - **China Ping An (601318.SH)**: 2,184,680.47 million yuan [8] - **Kweichow Moutai (600519.SH)**: 1,718,641.72 million yuan [8] - **BYD (002594.SZ)**: 1,449,730.79 million yuan [8] - **CITIC Securities (600030.SH)**: 1,344,797.23 million yuan [8] Net Buying and Selling Trends - **Top Net Buying Stocks**: Xin Yisheng (300502.SZ) led with 317,978.72 million yuan, followed by Northern Rare Earth (600111.SH) with 217,581.69 million yuan [9] - **Top Net Selling Stocks**: CITIC Securities (600030.SH) recorded a net selling of -111,109.33 million yuan, indicating a shift in investor sentiment [10]

| | 力 | | | | | | --- | --- | --- | --- | --- | --- | | 600141 | 兴发集 | 12 | 4.18 | 5.80 | 7.49 | | | 团 | | | | | | 300226 | 上海钢 | 8 | 4.02 | 8.02 | -6.15 | | | 联 | | | | | | 003001 | 中岩大 地 | 8 | 3.98 | 10.35 | -20.76 | | 002096 | | 8 | 3.94 | 7.36 | -16.75 | | | 易普力 台基股 | | | | | | 300046 | | 6 | 3.92 | 5.73 | -4.76 | | | 份 | | | | | | 002640 | 跨境通 | 5 | 3.85 | 9.08 | -7.45 | | 003040 | 楚天龙 | 5 | 3.84 | 8.88 | -14.37 | | 600226 | 亨通股 | 26 | 3.81 | 9.63 | 4.06 | | | 份 | | | | | | 600777 | *ST 新 | 13 | 3.79 | ...

沪指8月4日上涨0.66%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为国防军工、机械设 备，涨幅分别为3.06%、1.93%。非银金融行业今日上涨0.18%。跌幅居前的行业为商贸零售、石油石 化，跌幅分别为0.46%、0.36%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000617 | 中油资本 | -3.31 | 2.05 | -33915.06 | | 601162 | 天风证券 | -1.41 | 5.47 | -32858.96 | | 601696 | 中银证券 | -1.48 | 5.17 | -27148.31 | | 300059 | 东方财富 | 0.78 | 1.54 | -16673.38 | | 601688 | 华泰证券 | -0.35 | 0.90 | -13733.08 | | 601336 | 新华保险 | 0.72 | 0.83 | -13289.18 | | 601211 | 国泰海通 | 0.40 | 0.62 | -7808.91 | | ...

证券之星消息，8月4日证券板块较上一交易日上涨0.22%，湘财股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。证券板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600095 | 湘财股份 | 10.90 | 1.87% | 46.01万 | | 4.96亿 | | 601059 | 信达证券 | 16.47 | 1.35% | 20.02万 | | 3.27亿 | | 300059 | 东方财富 | 23.35 | 0.78% | 206.02万 | | 47.90亿 | | 002670 | 国盛金控 | 15.17 | 0.73% | P 32.02万 | | 4.81亿 | | 002945 | 华林证券 | 15.16 | 0.66% | 9.76万 | | 1.47亿 | | 600918 | 中泰证券 | 6.71 | 0.60% | 18.47万 | | 1.23亿 | | 600 ...

光大银行 2398.87亿市值 5.37亿成交额 4.06 +0.01(+0.25%) 保险 中国人保 中国太保 中国平安 4 3621.94亿市值 3571.07亿市值 10600.18亿市值 8.90亿成交额 20.92亿成交额 3.67亿成交额 58.21 37.12 8.19 +0.02(+0.05%) +0.01(+0.02%) +0.03(+0.37%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17825.45亿市值 2173.98亿市值 4693.64亿市值 26.47亿成交额 8.84亿成交额 10.38亿成交额 1419.00 178.20 120.92 -0.71(-0.40%) +2.00(+0.14%) -0.08(-0.07%) 米含体 海光信息 北方华创 寒武纪-U HYGON 2368.74亿市值 2882.68亿市值 3314.04亿市值 39.88亿成交额 45.51亿成交额 15.21亿成交额 328.26 689.06 142.58 -1.54(-0.47%) -0.04(-0.01%) +4.83(+3.51%) 铁路公路 石油行业 中国石化 京沪高铁 中国石油 6850 ...

| 42 | 0 | 三七互娱 | 51.09 | -1 + | | --- | --- | --- | --- | --- | | 43 | | 常山北明 | 50.65 | -1 0 | | 44 | | 中国民航信息网络 | 46.97 | -1 + | | 45 | | 奇富科技 | 45.25 | -1 + | | 46 | | 岩山科技 | 44.28 | | | 47 | INESA | 云赛智联 | 42.59 | -1 + | | 48 | DHC | 东华软件 | 41.41 | | | 49 | | 银之杰 | 40.59 | | | 50 | | 阅文集团 | 39.68 | 1 t | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM D. 金十数据 | 一个交易工具 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12199.22 | | | 2 | | 腾讯控股 | 6346.48 | | | 3 | | 阿里巴巴 | 2791.93 | ...