Group 1 - The overall market activity has decreased, with the Wande All A index leading in valuation among broad indices [1] - The PE valuation in the home appliance sector is leading, while the PB valuation in the power sector is also leading [1] - The trading sentiment shows a comprehensive decline in turnover rate, with the CSI 300 index underperforming, while the ChiNext index is leading [1] Group 2 - The margin trading balance has increased by 1.26% month-on-month, although the proportion of financing purchases has decreased by 0.46% [1] - The ERP has decreased month-on-month, with the risk premium of Wande All A dropping by 0.07 percentage points compared to August 1 [1] - Despite the positive performance in the A-share market, caution is advised due to high overseas uncertainties and geopolitical risks [1]
成交活跃度下降，万得全A估值领涨
Sou Hu Cai Jing·2025-08-12 07:41