蓝筹股拉升 静待题材股花开
Chang Sha Wan Bao·2025-08-12 13:23

Market Performance - A-shares experienced a collective rise on August 12, with the Shanghai Composite Index achieving a seven-day winning streak and reaching a new high for the year, closing at 3665.92 points, up 0.50% [1] - The Shenzhen Component Index rose by 0.53% to 11351.63 points, while the ChiNext Index increased by 1.24% to 2409.40 points, and the STAR Market 50 Index climbed 1.91% to 1069.81 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 188.15 billion yuan, an increase of 54.5 billion yuan compared to the previous day [1] Sector Performance - Various sectors showed mixed performance, with multi-financial, electronic chemicals, gas, semiconductors, and shipping ports leading the gains, while aerospace, small metals, cement and building materials, biological products, and energy metals faced declines [1] - The banking and state-owned blue-chip stocks significantly contributed to the market's rise, with the Shanghai Composite Index reaching a high of 3669 points, just shy of the previous high of 3674 points [1][2] Individual Stock Highlights - Among individual stocks, 2084 stocks rose, with 60 hitting the daily limit up, while 3167 stocks fell, with 5 hitting the daily limit down [1] - In Hunan stocks, only 52 out of 147 stocks rose, with Kaimete Gas being the only stock to hit the daily limit up, attributed to its products receiving certifications from Coherent and other companies, enhancing its recognition in the electronic specialty gas sector [3] Investment Sentiment - The market is currently influenced by positive news, including a joint statement from China and the U.S. to pause the implementation of a 24% tariff for 90 days, and the financing balance in the two markets surpassing 2 trillion yuan for the first time in ten years [2] - Investors are advised to hold onto their thematic stocks and await further upward movement in the market [2]