A股三大股指弱势收跌：海洋经济概念股爆发，两市成交超1.3万亿元

Market Overview - The A-share market showed mixed performance on July 2, with the Shanghai Composite Index down 0.09% to 3454.79 points, the ChiNext Index down 1.13% to 2123.72 points, and the Shenzhen Component Index down 0.61% to 10412.63 points [1] - A total of 1943 stocks rose while 3282 stocks fell, with a total trading volume of 13769 billion yuan, a decrease of 892 billion yuan from the previous trading day [2] Sector Performance - Marine economy stocks surged, particularly in aquaculture and deep-sea technology, with several stocks hitting the daily limit [4] - The steel sector saw a rebound in the afternoon, with stocks like Shengde Xintai and Chongqing Steel reaching their daily limit [4] - The banking sector remained active, with major banks like China Construction Bank and Shanghai Pudong Development Bank reaching historical highs [4] - Semiconductor stocks experienced significant declines, with several companies dropping over 6% [4][5] Future Market Expectations - Zhongyuan Securities predicts a steady upward trend for the A-share market in the short term, supported by increased long-term capital inflow and stable ETF growth [6] - Yingda Securities suggests a relatively positive mid-term market outlook, with expectations of continued upward movement due to financial support policies and potential interest rate cuts from the Federal Reserve [6] - Dongguan Securities notes that the upcoming half-year report disclosures and policy expectations will enhance market drivers [6] - Overall, the market is expected to experience fluctuations, with potential opportunities in sectors like new consumption, media, and non-bank financials [7][8]