FII(SH:601138) Sou Hu Cai Jing·2025-08-06 01:29Market Performance - The A-share market closed at a new high, with the Shanghai Composite Index surpassing 3600 points, and the total trading volume in Shanghai, Shenzhen, and Beijing reaching 1.62 trillion yuan, an increase of 97.7 billion yuan compared to the previous period [1] - The margin trading balance has risen to 2 trillion yuan, marking the first time in 10 years that it has exceeded this level, last seen on July 2, 2015, when the index was around 4000 points [1] Financing Data - As of August 6, the latest data shows that the margin trading balance increased to 2.00 trillion yuan, with a week-on-week growth of 89.46 billion yuan. The financing balance reached 1.99 trillion yuan, up by 87.06 billion yuan, while the securities lending balance rose to 139.48 billion yuan, an increase of 2.40 billion yuan [1] Stock Performance - The top ten stocks with net financing purchases include: Zhengjin Debt (1.083 billion yuan), Shenghong Technology (505 million yuan), HK Innovative Medicine (373 million yuan), Ningde Times (363 million yuan), and others, indicating a strong interest in "core assets" and popular market stocks [1] - The top ten stocks with net financing sales include: Xinyi Sheng (328 million yuan), CITIC Securities (308 million yuan), BOE A (295 million yuan), and others, reflecting a shift in investor sentiment towards certain sectors [2] Investment Trends - Leverage funds continue to favor "core assets" and popular market themes, with particular attention on sectors such as specialized and innovative enterprises, new energy vehicles, robotics, state-owned enterprise reforms, and Huawei-related investments [1]