投资者踊跃开户 机构看好A股中长期上涨趋势

Group 1: Market Overview - The A-share market is experiencing a positive trend, attracting more retail investors to open accounts, with new account openings in July 2025 reaching 1.9636 million, a year-on-year increase of over 70% and a month-on-month increase of over 19% [1] - The overall A-share market has shown a fluctuating upward trend since the beginning of 2025, with new account openings consistently above 1.5 million per month [1] - Major A-share indices, including the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index, saw significant increases in July, with respective gains of 3.74%, 5.20%, and 8.14% [2] Group 2: Investment Recommendations - Analysts suggest maintaining a bullish outlook on the A-share market, with a focus on holding stocks, particularly in the technology growth sector [2] - Key sectors to watch include AI, humanoid robots, and innovative pharmaceuticals, which are expected to present investment opportunities [2][3] Group 3: Sector-Specific Insights - The AI sector is experiencing positive catalysts, with expectations for valuation expansion despite current valuations being slightly above historical averages [3] - The humanoid robot industry is set to gain attention with the upcoming World Robot Conference, showcasing over 1,500 exhibits and more than 100 new product launches [3] - The innovative pharmaceutical sector is transitioning from a "follower" to a "leader," with 2025 anticipated to be a breakout year for international licensing deals [4]