A股三大指数齐创今年以来新高

Market Overview - On July 22, A-shares reached new highs for the year, with over 2,500 stocks rising and a trading volume of 1.93 trillion yuan [1][2] - The Shanghai Composite Index rose by 0.62% to 3,581.86 points, the Shenzhen Component increased by 0.84% to 11,099.83 points, and the ChiNext Index gained 0.61% to 2,310.86 points [1] Industry Performance - The infrastructure-related sectors, including construction materials and steel, continued their upward trend, with multiple stocks hitting the daily limit [2] - The coal sector saw a significant surge, with a closing increase of 6.18%, leading among 31 industry categories [2] - Energy sectors, including coal and petrochemicals, also performed well, with the petrochemical sector rising by 2.02% [2] Investment Focus - Analysts suggest a continued preference for technology growth sectors, despite recent adjustments in tech stocks [3][4] - Key areas of interest include military industry, low-altitude economy, AI, and humanoid robots, driven by favorable policies and high industry sentiment [4][5] - The construction sector is viewed as a stabilizer for economic growth and a driver for structural transformation, with a focus on quality over quantity in infrastructure investments [5] Future Opportunities - Analysts recommend focusing on sectors with policy support and performance catalysts, including technology, advanced manufacturing, and infrastructure [4][5] - Specific recommendations include high-dividend construction state-owned enterprises and companies with core technologies in renewable energy and storage [5]