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A股午评:沪指涨0.2%创业板指跌0.49%,军工股集体强势,黄金股走高!超2700股上涨,成交额9323亿缩量757亿
VentureVenture(US:VEMLY) Ge Long Hui·2025-08-04 04:21

Market Overview - A-shares showed mixed performance in the morning session, with the Shanghai Composite Index up by 0.2% to 3567.02 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.28% and 0.49% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 932.3 billion yuan, a decrease of 75.7 billion yuan compared to the previous day, with over 2700 stocks rising [1] Sector Performance - The military sector was notably strong, with stocks like Aileda (300696) hitting the daily limit up, and companies such as North China Long Dragon and Great Wall Military Technology (601606) reaching new highs [3] - Gold stocks continued to rise, with Chifeng Jilong Gold Mining (600988) increasing by nearly 7%, and Shandong Gold (600547) and Western Gold (601069) rising over 5% following disappointing U.S. non-farm payroll data that pushed spot gold above 3360 USD [3] - The online gaming sector saw gains, with Giant Network (002558) and Shenzhou Taiyue (300002) both rising over 8% [3] - Banking stocks strengthened, with Qingdao Bank (002948) up over 3% and Agricultural Bank of China (601288) reaching a historical high [3] - The robotics sector showed localized activity, with companies like Lijun Co. (002651), Guojin Precision Engineering, and Shanhe Intelligent (002097) hitting the daily limit up, as the industry anticipates a year of mass production for humanoid robots [3] Weak Performers - Some innovative drug concept stocks experienced adjustments, with Kexing Pharmaceutical falling nearly 11% and Aoxiang Pharmaceutical (603229) dropping over 9% [4] - The photovoltaic equipment sector weakened, with Juhe Materials declining over 5% and Daqo Energy falling over 4% [4]