重仓股中际旭创、新易盛股价续创新高，创业板ETF天弘（159977）盘中涨近1%，机构认为A股慢涨格局基本确立

Group 1 - A-shares showed mixed performance on July 31, with the ChiNext Index rising over 1% at one point, driven by the active CPO concept and stocks like Zhongji Xuchuang and Xinyi Sheng hitting historical highs [1] - The ChiNext ETF Tianhong (159977) closely tracks the ChiNext Index, which consists of 100 representative companies, reflecting the performance of the ChiNext market [2] - Zhongyuan Securities noted that the average P/E ratios for the Shanghai Composite Index and the ChiNext Index are 14.78 and 41.32 respectively, indicating a suitable environment for medium to long-term investments [2] Group 2 - Meta reported a satisfactory Q2 FY2025 earnings, with revenue of $47.516 billion, a 22% increase year-over-year, and a net profit growth of 36% to $18.337 billion, exceeding market expectations [1] - The recent performance of A-shares is seen as a positive signal, with expectations of maintaining a high-level fluctuation in the market [3] - The attractiveness of RMB assets is expected to increase due to the adjustment cycle of the US dollar index and US debt pressure, providing a revaluation opportunity for A-shares in the global asset allocation context [3]