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收评:沪指震荡微跌,金融、半导体等板块走低,雅江水电概念爆发
Zheng Quan Shi Bao Wang·2025-08-08 07:38

Core Viewpoint - The overall market trend remains strong despite recent fluctuations, with a notable increase in margin trading balances indicating rising market confidence [1] Market Performance - The Shanghai Composite Index closed down 0.12% at 3635.13 points, the Shenzhen Component Index fell 0.26% to 11128.67 points, and the ChiNext Index decreased by 0.38% to 2333.96 points [1] - The STAR 50 Index and the North Exchange 50 Index both dropped over 1%, with approximately 2800 stocks in the market showing declines [1] Sector Analysis - Sectors such as semiconductors, brokerage, insurance, and banking experienced declines, while engineering machinery, gas, steel, electricity, agriculture, and non-ferrous metals saw gains [1] - The concept of Yajiang Hydropower experienced a significant surge, and high-speed rail concepts also gained traction [1] Investment Recommendations - East China Securities suggests that the market is likely to maintain a positive trend in the medium term, supported by capital and fundamental recovery [1] - Recommended sectors for attention include finance, non-ferrous metals, construction decoration, agriculture, forestry, animal husbandry, and machinery equipment [1]