Group 1 - The Shanghai Composite Index opened high and continued to rise, while the ChiNext Index experienced fluctuations but recovered in the afternoon [1] - Key sectors performing well included communication equipment, consumer electronics, and automobiles, while pharmaceuticals, jewelry, and internet services lagged [1] - Domestic liquidity remains loose, with leveraged funds, private equity, and industry ETFs continuing to enter the market [1] Group 2 - The market is expected to focus on technology growth and cyclical manufacturing as the main themes moving forward [1] - The market is experiencing a mix of gains and losses among individual stocks, indicating a lack of clear direction [2] - The new tariff rules are set to take effect, with potential impacts on the global economy and trade dynamics becoming more apparent [2]
【机构策略】短期A股市场仍有向上动能
Zheng Quan Shi Bao Wang·2025-08-06 01:26