Market Analysis - The market is experiencing a rebound, with major indices such as the Shanghai Composite Index and Shenzhen Component Index showing positive trends, recording gains of 0.48% and 0.5% respectively [14][16]. - The semiconductor sector is particularly active, with the photolithography machine segment leading the gains [1][2]. - Key stocks such as China Mobile and Yangtze Power have reached historical highs, indicating strong performance in heavyweight stocks [1]. Sector Performance - The photolithography machine, rail transit equipment, industrial mother machine, and ride-hailing sectors are among the top gainers, while consumer electronics, copper cable high-speed connections, and PCB sectors are facing declines [2][15]. - The advanced packaging market is projected to grow significantly, driven by strong demand from mobile, consumer electronics, telecommunications, and automotive sectors, with a compound annual growth rate (CAGR) of 10.7% expected from 2023 to 2029 [6]. Financing and Investment Trends - As of July 17, the financing balance on the Shanghai Stock Exchange was reported at 746.642 billion yuan, a decrease of 24.19 billion yuan from the previous trading day, while the Shenzhen Stock Exchange's financing balance was 673.38 billion yuan, down by 26.51 billion yuan [4]. - Major companies in the advanced packaging field, including TSMC, Intel, and Samsung, are expected to invest approximately 11.5 billion USD in 2024 [6]. Key News Highlights - The sixth-generation Baidu Apollo autonomous vehicle is set for large-scale deployment, featuring advanced solid-state LiDAR technology, which is expected to drive growth in the laser radar market [20]. - The domestic fuel cell heavy truck registration volume increased by 38% year-on-year in the first half of 2024, indicating a growing market for fuel cell vehicles [20]. Stock Performance - Notable stocks that reached their daily limit include Tianmai Technology, which surged by 19.99% due to its involvement in ride-hailing and smart public transport [21]. - Other stocks such as Weiao Co. and Huadong CNC also saw significant gains, attributed to their respective sectors of rail transit and industrial machinery [21].

1、市场综述 上周五市场全天震荡反弹，三大指数小幅上涨，科创 50 指数涨近 2%。 板块方面，轨交设备、半导体、光刻机、Sora 概念等板块涨幅居 前，黄金、房地产、汽车整车、农业等板块跌幅居前。 偶倒 0680 （本刊物为中风险等级产品，敬请投资者参阅正文后的免责声明） 2024 年第 132 期，总第 1691 期（电子版） 2024 年 7 月 22 日 星期一 | --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2982.31 | 0.17 | | 深证成指 | 8903.23 | 0.27 | | 中小 100 | 5747.9 | 0.23 | | 创业板指 | 1725.49 | 0.45 | | 沪深 300 | 3539.02 | 0.51 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅(%) | | 道琼斯 | 40287.53 | -0.93 | | 纳斯达克 | 17726.94 | - ...

| --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2964.22 | -0.61 | | 深证成指 | 8869.82 | -0.38 | | 中小 100 | 5729.67 | -0.32 | | 创业板指 | 1723.91 | -0.09 | | 沪深 300 | 3514.92 | -0.68 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅(%) | | 道琼斯 | 40415.44 | 0.32 | | 纳斯达克 | 18007.57 | 1.58 | | 标普 500 | 5564.41 | 1.08 | | 英国富时 100 | 8198.78 | 0.53 | | 日经 225 | 39908.48 | 0.78 | | 恒生指数 | 17635.88 | 1.25 | | | 货币市场 | | | | 收盘(点) | 涨跌幅(%) | | 美元离岸人民币 | 7.2963 | 0.01 | ...

偶倒 0680 （本刊物为中风险等级产品，敬请投资者参阅正文后的免责声明） 2024 年第 134 期，总第 1693 期（电子版） 2024 年 7 月 24 日 星期三 一、市场分析 大行历史新高 节奏如何把握？ 下跌方面，芯片股集体调整，芯源微跌超 10%；有色金属概念股震 荡走低，洛阳钼业等多股跌超 5%。总体上个股跌多涨少，全市场超 4600 只个股下跌。沪深两市成交额 6622 亿，较上个交易日放量 57 亿。 敬请参阅正文之后的免责声明 - 1 - 3、投顾观点： "千帆星座"首批组网卫星发射仪式预计将于 8 月 5 日在太原举行，这意味着中国版"星链"即将闪耀星空。"千 帆星座"计划即"G60 星链"计划。根据规划，一期将完成发射 1296 颗卫星，未来将打造 1.4 万多颗低轨宽频多媒 体卫星的组网。 | --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2915.37 | -1.65 | | 深证成指 | 860 ...

| --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2901.95 | -0.46 | | 深证成指 | 8493.09 | -1.32 | | 中小 100 | 5481.47 | -1.22 | | 创业板指 | 1650.91 | -1.23 | | 沪深 300 | 3418.17 | -0.63 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅(%) | | 道琼斯 | 39853.87 | -1.25 | | 纳斯达克 | 17342.41 | -3.64 | | 标普 500 | 5427.13 | -2.31 | | 英国富时 100 | 8153.69 | -0.17 | | 日经 225 | 38114.98 | -2.66 | | 恒生指数 | 17311.05 | -0.91 | | | 货币市场 | | | | 收盘(点) | 涨跌幅(%) | | 美元离岸人民币 | 7.2707 | 0 ...

把握AI主线，关注景气赛道 ---计算机行业2024年中期投资策略报告 华龙证券研究所 计算机行业 分析师：孙伯文 SAC执业证书编号：S0230523080004 联系人：朱凌萱 SAC执业证书编号：S0230124010005 2024年07月24日 证券研究报告 请认真阅读文后免责条款 《从微软蓝屏事件看国产替代必要性—计算机行业周报》2024.07.22 《人工智能催化不断，把握新质生产力投资机会—计算机行业周报》2024.07.08 《国产大模型持续迭代，景气赛道有望扩容—计算机行业周报》2024.07.01 计算机 沪深300 11% -1% -13% -24% -36% -48% 2023-07 2023-11 2024-03 2024-07 沪深300表现（2024.7.23） （单位：%） | --- | --- | --- | --- | |---------|-------|-------|-------| | 表现 | 1M | 3M | 12M | | 沪深300 | -1.6 | -2.6 | -10.0 | | 计算机 | -7.1 | -9.6 | -33.8 | 最近一年走势 ...

地产政策持续发酵，底部布局静待反弹 ---建材行业2024年中期策略 华龙证券研究所 建筑材料行业 分析师：彭棋 SAC执业证书编号：S0230523080002 2024年07月23日 证券研究报告 请认真阅读文后免责条款 最近市场走势（单位：%） 相关报告 2 沪深300表现（2024.7.22) （单位：%） | --- | --- | --- | --- | |----------|-------|-------|-------| | 表现 | 1M | 3M | 12M | | 建筑材料 | -4.7 | -9.4 | -30.7 | | 沪深300 | 0.6 | -4.6 | -9.9 | 《建筑材料行业周报：淡季继续推进错峰生产，关注水泥价格变动情况》 2024.7.15 《建筑材料行业周报：行业淡季需求下滑，关注供给侧积极变化》2024.7.1 《建筑材料行业月报：水泥、玻纤涨价逐步落地，关注地产利好政策带来的需 求改善》2024.6.20 请认真阅读文后免责条款 报告摘要 n 回顾：2024年一季度，受房地产市场下行、需求不足及部分行业产能过剩因素影响，建材行业整体业绩承压。 n 地产利好 ...

证券研究报告 有色金属 报告日期:2024 年 07 月 23 日 "特朗普交易"升温,金属短期调整 ——有色金属行业周报 华龙证券研究所 最近一年走势 分析师:景丹阳 执业证书编号:S0230523080001 邮箱:jingdy@hlzqgs.com 《美国 6 月通胀数据超预期下行,金属 价格短期冲高—有色金属行业周报》 2024.07.15 《美国 6 月非农就业数据符合预期,金 属价格维持高位—有色金属行业周报》 2024.07.08 《美国 5 月 PCE 指数符合预期,金属价 格或高位震荡—有色金属行业周报》 2024.07.01 摘要: 本周(7 月 15 日-7 月 19 日)金属板块波动较大,出现分化。集 会枪击事件后,特朗普当选概率提升,市场交易特朗普当选后支 持制造业回流,上游资源品供给有望宽松,金属价格短期调整。 美国 6 月通胀数据超预期下行,市场押注美联储 9 月降息且年内 降息幅度或提升至 50bp。长期看降息预期确定、美国经济或温和 回落,建议把握板块回调布局机会,维持有色金属行业"推荐" 评级。 投资评级:推荐(维持) 贵金属:本周贵金属板块仍主要交易降息预期与枪击事件带来 ...

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Group 1 - The report highlights that the GDP growth rate for the first half of 2024 is 5.0%, aligning with the annual target growth rate, but emphasizes the need for stronger domestic demand to achieve economic goals [19][20][21] - Policies aimed at boosting domestic demand have been introduced, with the National Development and Reform Commission releasing measures to stimulate consumption, which are expected to take effect in the second half of 2024 [19][20] - The report notes that the manufacturing investment is projected to grow by 9.5% year-on-year in the second half of 2024, supported by policies promoting new quality productivity [19][20] Group 2 - The report identifies several market opportunities driven by policy catalysts, including support for large-scale equipment updates and the promotion of innovative drugs and medical devices [22][23] - It mentions that the new energy vehicle production increased by 34.3% year-on-year, and the photovoltaic industry is also showing strong growth, indicating a positive trend in these sectors [22][23] - The real estate sector is showing signs of marginal improvement following policy optimizations, with increased transaction volumes in first-tier cities [22][23] Group 3 - The report provides data on the performance of various indices, noting that the A-share market had a strong performance in the first quarter of 2024, driven by better-than-expected economic growth [34] - It highlights that the market experienced adjustments in the second quarter due to lowered economic expectations and external trade tensions, but anticipates a recovery supported by improved domestic demand [34] - The report emphasizes that external demand is expected to remain resilient, contributing to the overall market stability [34]