截至8月1日午后一小时，主力资金流出前20的股票分别为：新易盛（-14.42亿元）、北方稀土（-9.82亿 元）、天风证券（-8.55亿元）、药明康德（-7.87亿元）、中际旭创（-6.60亿元）、浪潮信息（-6.40亿 元）、胜宏科技（-6.26亿元）、盛和资源（-6.08亿元）、英维克（-5.49亿元）、工业富联（-5.48亿 元）、东芯股份（-5.43亿元）、易点天下（-5.32亿元）、拓维信息（-5.26亿元）、东山精密（-4.76亿 元）、长城军工（-4.60亿元）、寒武纪-U（-4.53亿元）、三六零（-4.49亿元）、东方财富（-4.20亿 元）、南兴股份（-4.04亿元）、仕佳光子（-4.00亿元）。 本文源自：金融界 作者：金股通 ...

主力资金监控：电子板块净流出超93亿 | 排名 | 股票名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 新易留 | -14.08 | -16.94 | | 2 | 北方稀土 | -10.02 | -12.81 | | 3 | 天风证券 | -8.83 | -21.17 | | ব | 药明康德 | -7.87 | -10.60 | | 5 | 胜宏科技 | -7.17 | -11.48 | | 6 | 中际旭创 | -6.76 | -7.73 | | 1 | 浪潮信息 | -6.52 | -20.71 | | 8 | 盛和资源 | -6.27 | -17.27 | | g | 英维克 | -6.19 | -11.21 | | 10 | 东芯股份 | -5.77 | -11.34 | | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 电子 | -93.91 | -5.20 | | 2 | 计算机 | -65.27 | -4.50 | ...

| 代码 | 名称 | | 涨幅% ↑ | 总市値 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603228 | 景旺电子 | 1 | -7.33 | 582亿 | 127.01 | | 603083 | 剑桥科技 | 1 | -6.06 | 137亿 | 26.18 | | 001267 | 汇绿生态 | → | -4.80 | 107亿 | 80.40 | | 300308 | 中际旭创 | 1 | -3.88 | 2324 Z | 70.03 | | 300502 | 新易盛 | 1 | -3.84 | 1808亿 | 121.28 | | 301205 | 联特科技 | → | -3.79 | 125亿 | 28.01 | | 002281 | 光迅科技 | | -3.70 | 404亿 | -3.54 | | 300570 | 太辰光 | 1 | -3.53 | 250亿 | 52.64 | | 301165 | 锐捷网络 | 1 | -2.90 | 490亿 | 20.45 | | 688313 | 件(送)(3 | 1 | -2.85 ...

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]

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]

| 截至8月1日午间收盘，主力资金流出前20的股票分别为：北方稀土（-8.78亿元）、新易盛（-8.72亿 | | --- | | 元）、天风证券（-6.28亿元）、浪潮信息（-5.58亿元）、易点天下（-5.54亿元）、英维克（-5.19亿 | | 元）、盛和资源（-5.10亿元）、药明康德（-4.68亿元）、三六零（-4.60亿元）、拓维信息（-4.51亿 | | 元）、东芯股份（-4.48亿元）、长城军工（-3.91亿元）、工业富联（-3.74亿元）、南兴股份（-3.53亿 | | 元）、西藏天路（-3.53亿元）、包钢股份（-3.20亿元）、西藏旅游（-3.12亿元）、剑桥科技（-2.98亿 | | 元）、寒武纪-U（-2.79亿元）、中国电建（-2.77亿元）。 | 作者：金股通 本文源自：金融界 ...

Market Overview - The market experienced a slight decline in the early session, with the three major indices showing minor drops: Shanghai Composite Index down 0.19%, Shenzhen Component Index down 0.15%, and ChiNext Index down 0.16% [1] - Despite the overall decline, over 2900 stocks in the market saw an increase [1] Sector Performance - The photovoltaic sector rebounded collectively, with Jiejia Weichuang hitting the daily limit [2] - The innovative drug sector continued to strengthen, with Weikang Pharmaceutical also reaching the daily limit [2] - The express logistics sector became active again, with Shentong Express hitting the daily limit [2] Trading Volume and Notable Stocks - The half-day trading volume for the Shanghai and Shenzhen markets was 994.9 billion yuan, a decrease of 147.9 billion yuan compared to the previous trading day [3] - Notable stocks by trading volume included Northern Rare Earth with over 6.5 billion yuan, followed by Xinyi Sheng, Zhongji Xuchuang, and WuXi AppTec with high trading volumes [3]

Group 1: Communication ETF Performance - The Communication ETF has a turnover rate of 5.42% and a transaction volume of 5.9067 million yuan during the trading session [3] - Over the past month, the Communication ETF's scale increased by 3.2637 million yuan, ranking first among comparable funds [3] - As of July 31, the net value of the Communication ETF has risen by 45.63% over the past year, placing it in the top 15.56% of index equity funds [3] Group 2: Industry Outlook - The telecommunications industry in China has shown stable operation in the first half of the year, with growth in telecom business volume and orderly progress in new infrastructure construction [3] - The user base for 5G, gigabit, and IoT continues to expand, with mobile internet access traffic maintaining rapid growth [3] - By 2025, the telecommunications sector is expected to experience a period of technological iteration and policy dividends, with new growth drivers emerging from AI, quantum communication, and low-altitude economy [3] Group 3: North American vs. Domestic Computing Power Chains - North American computing power chains, represented by "Yizhongtian," have significantly outperformed domestic counterparts like SMIC and Cambrian [4] - The divergence is primarily driven by performance, with North American cloud vendors reaffirming increased AI capital expenditures and clearer overseas optical module demand guidance for next year [4] - Since Q2, the performance of North American computing power chains has seen substantial upward revisions [4] Group 4: Major Stocks in the Communication Index - As of July 31, the top ten weighted stocks in the National Communication Index include Zhongji Xuchuang, Xinyi Sheng, China Telecom, ZTE, China Mobile, China Unicom, Zhongtian Technology, Transsion Holdings, Tianfu Communication, and Wentai Technology, collectively accounting for 61.8% of the index [4] - The performance of these stocks varies, with Zhongji Xuchuang down by 2.05% and Transsion Holdings up by 2.82% [6]

| 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 捷佳伟创 | 5.25 | 17.25 | | 2 | 海康威视 | 4.45 | 17.41 | | 3 | 北汽蓝谷 | 4.10 | 16.19 | | র | 双良节能 | 4.01 | 36.57 | | 5 | 众生药业 | 3.97 | 17.50 | | 6 | 同花顺 | 3.75 | 12.75 | | 1 | 际华集团 | 3.32 | 24.34 | | 8 | 韵达股份 | 2.55 | 21.47 | | 9 | 联环药业 | 1.98 | 30.67 | | 10 | 江淮汽车 | 1.81 | 8.65 | 星矿主力资金监控：早盘卖出前十榜（截止时间： 10 时 50 分) | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 计算机 | -34.09 | -3.83 | | 2 | 电子 | -31.71 | -2.98 | | 3 | ...