Market Overview - The Shanghai Composite Index fell by 1.18% to close at 3573.21 points, with a daily high of 3606.37 points [1] - The Shenzhen Component Index decreased by 1.73% to 11009.77 points, reaching a maximum of 11223.64 points [1] - The ChiNext Index dropped by 1.66% to 2328.31 points, with a peak of 2394.22 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.97 billion yuan, with a financing balance of 19646.98 billion yuan and a securities lending balance of 137.99 billion yuan [2] - The margin trading and securities lending balance increased by 0.9 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10106.42 billion yuan, decreasing by 5.54 billion yuan from the previous day, while the Shenzhen market's balance was 9678.55 billion yuan, increasing by 6.45 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Technology (300502.SZ) with 23.63 billion yuan - Zhongji Xuchuang (300308.SZ) with 20.8 billion yuan - Shenghong Technology (300476.SZ) with 17.1 billion yuan [3] Fund Issuance - Two new funds were launched: Huafu Medical Innovation Mixed Initiation A and Huafu Medical Innovation Mixed Initiation C [4] Top Net Buying by Brokerage Firms - The top ten net buying amounts by brokerage firms were: - Nord Shares (600110.SH) with 422.75 million yuan - Great Wall Military Industry (601606.SH) with 385.34 million yuan - Yidian Tianxia (301171.SZ) with 375.30 million yuan [6][7]

-0.02(-0.35%) +0.09(+0.80%) +0.03(+0.37%) 光大银行 2392.96亿市值 3.88亿成交额 4.05 0.00(0.00%) 得經 中国太保 中国平安 中国人保 0 3626.37亿市值 10660.27亿市值 3615.32亿市值 4.24亿成交额 13.91亿成交额 3.56亿成交额 58.54 37.58 8.20 +0.12(+0.32%) -0.15(-0.26%) +0.02(+0.24%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17807.86亿市值 2176.17亿市值 4692.86亿市值 25.26亿成交额 8.45亿成交额 5.58亿成交额 1417.60 178.38 120.90 -0.62(-0.35%) -4.07(-0.29%) -0.25(-0.21%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2381.29亿市值 2907.41亿市值 3220.14亿市值 12.26亿成交额 30.95亿成交额 21.51亿成交额 138.54 330.00 694.97 -5.20(-1.55%) -14.53(-2.05%) -0. ...

金十图示：2025年08月01日（周五）中国科技互联网公司市值排名TOP 50一览 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12531.68 | | | 2 | | 腾讯控股 | 6422.38 | | | 3 | 12 | 阿里巴巴 | 2877.45 | | | 4 | | 小米集团-W | 1757.35 | | | 5 | | 拼多多 | 1610.59 | | | 6 | 美团 | 美团-W | 945.76 | | | 7 | 網易 | 网易 | 825.06 | | | 8 | | 中芯国际 | 523.46 | | | --- | --- | --- | --- | --- | | 9 | | 东方财富 | 512.49 | | | 10 | | 京东 | 453.93 | | | II | 8 | 快手-W | 416.74 | | | 12 | | 腾讯音乐 | 325.12 | | | 13 | | 百度 CC | 302.07 | | | 14 | | 理想汽车 | 279 ...

7个行业获主力资金净流入。 据证券时报·数据宝统计，今日（7月31日）沪深两市主力资金净流出300.8亿元，其中创业板净流出 153.23亿元，沪深300成份股净流出107.63亿元。 行业板块方面，申万一级有仅2个行业上涨，计算机行业涨幅居首，达0.39%；通信行业涨0.06%。 29个下跌行业中，钢铁行业跌幅居首，达4.08%；有色金属和房地产行业跌幅居前，均超3%。 从资金流向来看，申万一级行业中，7个行业获主力资金净流入。计算机净流入金额居首，达13.3 亿元；传媒和银行行业分别净流入6.27亿元、5.87亿元。 24个主力资金净流出的行业中，电力设备和有色金属行业净流出金额居前，均超46亿元；非银金 融、电子、基础化工和汽车行业净流出金额均超21亿元。 多只龙头股遭主力资金出逃 从个股来看，67股主力资金净流入均超1亿元，其中14股净流入均超3亿元。 AI应用股易点天下主力资金净流入9.09亿元，居首。7月31日，AI应用板块大涨，该股"20cm"涨 停。消息面上，英伟达上周向台积电追加30万块H20芯片订单，补充现有库存。机构分析认为，随着 H20芯片恢复供应，国内大厂资本开支有望加速，AI应用需 ...

Group 1 - In July, the financing balance increased by over 130 billion yuan, marking the highest monthly growth in financing balance for the year [2] - Six industries attracted over 10 billion yuan in net financing, including electronics, pharmaceuticals, electric equipment, non-ferrous metals, computers, and non-bank financials [2] - The top three industries by net financing in July were electronics (14.7 billion yuan), pharmaceuticals (14.1 billion yuan), and electric equipment (12.7 billion yuan) [2] Group 2 - Among individual stocks, nine stocks saw net financing exceeding 1 billion yuan, with notable mentions being Xinyi Technology, Northern Rare Earth, and Shenghong Technology [2][3] - Xinyi Technology experienced a nearly 50% increase in July, with its stock price nearly doubling over the past two months [3] - The top five stocks with the highest net selling amounts included Wuliangye, Sunshine Power, BeiGene, Muyuan Foods, and Hengli Petrochemical, each exceeding 300 million yuan [3] Group 3 - As of July 30, six companies had financing balances exceeding 10 billion yuan, including Dongfang Wealth, China Ping An, Kweichow Moutai, CITIC Securities, BYD, and Yangtze Power, all of which are large-cap blue-chip stocks [3]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监（CFO）群体薪酬规模合计达42.70亿元，平均年薪 为81.48万元。 | | | | 2024券商CF0数据报告 | | | | | --- | --- | --- | --- | --- | --- | --- | | 简称 | CFO | 薪酬万元 | 薪酬增减 | 年龄 | 出生年份 | 学历 | | 东方财富 | 黄建海 | 332. 24 | 40. 391 | 52 | 1973 | 硕士 | | 华创云信 | 张小艾 | 260 | -7 | 55 | 1970 | 硕士 | | 广发证券 | 孙晓菲 | 225. 75 | 12. 52 | 53 | 1972 | 硕士 | | 国信证券 | 周中国 | 219.06 | -73.94 | 52 | 1973 | 硕士 | 在202 ...

券商8月"金股"名单近期陆续出炉。据中国证券报记者不完全统计，截至目前，已有109只A股及港股标 的入围券商8月"金股"名单。 从推荐频次看，"券茅"东方财富最受青睐，共获得3家券商推荐，大金重工、东鹏饮料、沪电股份等8家 公司均获得2家券商推荐。 券商认为，8月A股市场或呈现指数震荡缓升但波动加大的格局，投资者既需重视景气支撑或业绩兑现 超预期的基本面机会，也要重视事件主题催化的估值性机会；对于港股市场，未来或将继续震荡上行， 配置上继续看好科技成长及高股息占优的"哑铃"策略。 东方财富8月最受券商关注 7月31日，康辰药业股价上涨逾2%，再创历史新高，7月累计涨幅为106.74%，在券商推荐的279只7 月"金股"中居于首位，其入围了平安证券7月月度"金股"组合。博瑞医药、苑东生物、东山精密、鼎通 科技、统联精密7月累计涨幅均在50%以上，作为7月月度"金股"，分别获得东吴证券、平安证券、长江 证券、财信证券、东兴证券的推荐。 建议关注科技、先进制造等方向 展望A股市场8月表现，多家机构持相对积极态度，判断结构性行情有望延续，但波动可能加大。 中国银河认为，A股市场预计将在政策预期利好、经济温和复苏、中报 ...

Group 1 - The main point of the news is that on July 31, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 300.8 billion yuan, with the ChiNext board seeing a net outflow of 153.23 billion yuan and the CSI 300 index stocks a net outflow of 107.63 billion yuan [1] - Among the 7 industries that received net inflows, the computer industry led with a net inflow of 1.33 billion yuan, followed by the media and banking sectors with net inflows of 627 million yuan and 587 million yuan respectively [1] - The steel industry had the largest decline at 4.08%, while the non-ferrous metals and real estate sectors also saw significant declines of over 3% [1] Group 2 - AI application stocks, particularly Yidian Tianxia, saw a net inflow of 909 million yuan, marking a significant increase as the stock hit its daily limit [2] - The H20 chip order from Nvidia to TSMC is expected to boost domestic capital expenditure and accelerate AI application demand [2] - Shenzhou Digital, part of the Huawei Ascend industrial chain, experienced a net inflow of 753 million yuan, reflecting its proactive approach to capitalize on AI industry opportunities [2] Group 3 - A total of 67 stocks saw net inflows exceeding 100 million yuan, with 14 stocks having net inflows over 300 million yuan [1] - Conversely, over 110 stocks experienced net outflows exceeding 100 million yuan, with leading stocks like CATL and Oriental Fortune seeing outflows over 1.6 billion yuan [5] - The top net outflow stocks included CATL with 1.69 billion yuan and Oriental Fortune with 1.68 billion yuan [6] Group 4 - In the tail end of trading, the main funds saw a net outflow of 94.92 billion yuan, with the ChiNext board experiencing a net outflow of 48.63 billion yuan [7] - Notably, Innovation Medical and Great Wall Military Industry had net inflows exceeding 100 million yuan, with Great Wall Military Industry hitting its daily limit and reaching a historical high [7]

尽管近几个交易日股价出现回调，但东方财富仍然入围了光大证券、国信证券、中泰证券3家券商的8 月"金股"名单。近期A股主要股指震荡走高，市场成交维持相对高位。中泰证券认为，对东方财富而 言，市场交投持续活跃将带动公司估值与业绩共振向上。 从券商8月"金股"名单看，大金重工、东鹏饮料、沪电股份、华友钴业、新易盛、中国化学、中芯国 际、卓易信息等8家公司均获得了两家券商的联合推荐，关注度相对较高，看好的券商包括财通证券、 光大证券、国信证券、华安证券、开源证券、中国银河、华龙证券、西部证券等。港股标的中，中国海 洋石油、泡泡玛特、中国宏桥等的投资价值获得券商看好。 回顾券商此前推荐的7月"金股"表现，Wind收录的35只券商金股指数中，万得开源证券金股指数7月表 现最好，累计涨幅达15.07%；万得平安证券金股指数、万得银河证券金股指数、万得招商证券金股指 数、万得长城证券金股指数、万得国元证券金股指数、万得华泰证券金股指数在7月均取得两位数涨 幅。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 券商8月"金股"名单近期陆续出炉。 据中国证券报·中证金牛座记者不完全统计，截至7月31日1 ...

Market Overview - The Shanghai Composite Index closed at 3573.21 points, down 1.18%, with a trading volume of 845.89 billion yuan [1] - The Shenzhen Component Index closed at 11009.77 points, down 1.73%, with a trading volume of 1090.14 billion yuan [1] - The ChiNext Index closed at 2328.31 points, down 1.66%, with a trading volume of 544.39 billion yuan [1] - The STAR 50 Index closed at 1047.87 points, down 1.01%, with a trading volume of 45.68 billion yuan [1] - The total trading volume of both markets was 1936.04 billion yuan, an increase of 91.76 billion yuan compared to the previous trading day [1] Sector Performance - The computer, communication, and biopharmaceutical sectors showed the highest gains, while sectors such as steel, non-ferrous metals, real estate, coal, securities, insurance, electric equipment, chemicals, and transportation saw significant declines [3] - Among the 31 primary industries, 7 experienced net inflows of funds, with the computer industry seeing the highest net inflow of 1.33 billion yuan [4][5] - The electric equipment sector had the largest net outflow of funds, totaling 4.90 billion yuan [5] Individual Stock Movements - A total of 1016 stocks rose, while 4064 stocks fell, with 62 stocks remaining flat and 8 stocks suspended [3] - 67 stocks received net inflows exceeding 100 million yuan, with Yidian Tianxia leading at 909 million yuan [6][7] - 119 stocks experienced net outflows exceeding 100 million yuan, with Ningde Times seeing the largest outflow of 1.691 billion yuan [8][9] Institutional Activity - Institutional investors had a net buying of approximately 352 million yuan, with Yidian Tianxia being the most purchased stock at around 173 million yuan [10][11] - The top net selling stock by institutions was Dongxin Co., with a net outflow of approximately 119 million yuan [11] ETF Performance - The Food and Beverage ETF saw a decrease of 3.57% over the past five days, with a net outflow of 60.47 million yuan [13] - The Gaming ETF increased by 3.22% over the past five days, with a net outflow of 30.03 million yuan [13] - The Cloud Computing 50 ETF increased by 3.62% over the past five days, with a net inflow of 4.75 million yuan [14]