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抄底、补仓?
Di Yi Cai Jing·2025-07-30 10:00

Market Overview - The A-share market shows a "strong Shanghai, weak Shenzhen" pattern, with the Shanghai Composite Index reaching a new high for the year and closing above the key level of 3600 points, while the Shenzhen Component Index and ChiNext Index faced downward pressure [1][2] Investor Sentiment - A total of 2753 investors participated in the survey, indicating a mixed sentiment with 28.83% increasing their positions and 19.41% reducing them, reflecting a cautious approach among investors [9][12] Trading Activity - The total trading volume of the two markets reached 84 trillion yuan, an increase of 2.28%, suggesting a rise in trading activity and investor engagement [3] Sector Performance - 1712 stocks rose while 40 stocks fell, indicating a local profit-making effect still exists, with sectors like infant products and oil & gas leading the gains, while high-position sectors like solid-state batteries and software development faced adjustments [2][3] Fund Flow - There was a net outflow of institutional funds, primarily from high-valuation technology sectors, while retail investors showed a preference for "oversold rebounds," focusing on undervalued stocks [4][7] Market Outlook - Investors expressed mixed expectations for the next trading day, with 56.25% anticipating a rise and 43.75% expecting a decline, reflecting uncertainty in market direction [10][12]