Core Viewpoint - The A-share market experienced a significant decline, with major indices dropping over 1%, while resource stocks fell collectively, and AI-related stocks showed resilience in the market [1] Market Performance - The Shanghai Composite Index fell by 1.18% to close at 3573.21 points - The Shenzhen Component Index decreased by 1.73% to 11009.77 points - The ChiNext Index dropped by 1.66% to 2328.31 points - The SSE 50 Index declined by 1.54% - Total trading volume in the Shanghai and Shenzhen markets reached 196.21 billion yuan [1][1][1] Sector Analysis - Major sectors such as coal, steel, chemical fiber, oil, non-ferrous metals, real estate, brokerage, insurance, electricity, and liquor all experienced declines - Conversely, AI-related stocks, including liquid-cooled servers and computing power concepts, performed well - The assisted reproduction concept saw an increase, along with active performance in brain engineering and innovative drug concepts [1][1][1] Investment Strategy - Dongxing Securities suggests that the current A-share market is in a medium to long-term slow bull phase, with reduced index volatility and reasonable rotation of market hotspots - Investors are advised to maintain a high position and adopt a holding strategy, focusing on industries with high prosperity - Key recommendations include large technology, high-dividend, and consumer sectors, along with attention to innovative drugs, military industry, and cyclical products with growth potential [1][1][1]
收评:沪指放量跌逾1%,资源股集体下挫,AI产业链股逆市活跃
Zheng Quan Shi Bao Wang·2025-07-31 07:33