指数普跌，3307只个股收涨！A股下周怎么走？

Core Viewpoint - The A-share market experienced a structural divergence on August 1, with indices declining while a majority of individual stocks rose, indicating a mixed performance between large-cap and small-cap stocks [1][8]. Market Performance - On the first trading day of August, the Shanghai Composite Index fell by 0.37% to 3559.95 points, the ChiNext Index decreased by 0.24% to 2322.63 points, and the Shenzhen Component Index slightly dropped by 0.17% [2]. - The total trading volume in the A-share market was 1.62 trillion yuan, down by 0.34 trillion yuan from the previous trading day, reflecting a cautious attitude among investors [2][8]. Sector Performance - The market saw a mixed performance across sectors, with environmental protection, media, light manufacturing, computer, and electric equipment sectors leading the gains, although none exceeded a 1% increase [3][4]. - Conversely, the oil and petrochemical sector declined by nearly 2%, while defense, steel, and telecommunications sectors fell by over 1% [5][8]. Individual Stock Highlights - A total of 3307 stocks rose, with 49 hitting the daily limit up, while 1909 stocks fell, including 9 hitting the daily limit down [2][3]. - Notable stocks that reached their daily limit up included Helen Piano, Songyang Resources, and Kain Co., among others in the light manufacturing sector [3]. Investment Insights - Analysts suggest that the current market is characterized by a policy-driven structural trend, with a focus on selecting fundamentally strong stocks in sectors benefiting from government policies, particularly in semiconductors and AI computing [8][10]. - The market is expected to continue exhibiting structural characteristics, with small-cap growth stocks outperforming larger-cap stocks amid a backdrop of policy support and improving liquidity [10].