三大指数窄幅震荡 A股市场中期向好趋势不变

Market Overview - A-shares experienced narrow fluctuations with all three major indices closing slightly lower, with the Shanghai Composite Index at 3635.13 points, down 0.12% [1] - The total trading volume in the Shanghai and Shenzhen markets was 17102 billion yuan, a decrease of 1153 billion yuan from the previous trading day [1] Sector Performance - Over 2400 stocks in the market rose, with a focus on infrastructure and commercial aerospace sectors showing strong performance [1] - Infrastructure stocks surged in the afternoon, with companies like Bayi Steel and Tianshan Shares hitting the daily limit [1] - The commercial aerospace sector remained active, with Aerospace Science and Technology achieving four gains in three days [2] Commercial Aerospace Sector - The commercial aerospace concept continued its active trend, with Guojijiang Precision Engineering achieving five consecutive gains [2] - Feiwo Technology reported a revenue of approximately 1.165 billion yuan for the first half of 2025, an increase of 81.42% year-on-year, and a net profit of 31.54 million yuan, marking a turnaround from losses [2] - A recent action plan from Hainan Province aims to accelerate the development of the commercial aerospace industry chain, targeting a revenue of 10 billion yuan by 2027 [2][3] Brain-Computer Interface Sector - The brain-computer interface concept saw a surge, with companies like Innovation Medical reaching the daily limit [5] - Multiple regions have issued plans to support the development of the brain-computer interface industry, indicating a strong push for innovation [7] - The global market for brain-computer interfaces is projected to reach approximately 7 billion USD by 2030, with a compound annual growth rate of 16.4% from 2025 to 2030 [7] Market Outlook - Analysts expect a positive medium-term trend for the market, with a focus on the performance of semi-annual reports and policy implementation [8] - The market is anticipated to continue its upward trend supported by stable economic performance, improving corporate profits, and ample liquidity [8] - Market style may shift back to a barbell structure, with a focus on undervalued and low-profit small-cap stocks in the coming month [9]