资金“爆买”！连续9日，融资余额超1.8万亿元！

Group 1 - The core point of the news is that leveraged funds are actively participating in the A-share market, with the financing balance exceeding 1.8 trillion yuan for nine consecutive days, indicating a significant increase compared to previous months [1][2]. - The financing balance reached a peak of 1.816659 billion yuan on June 18, 2023, and has shown fluctuations throughout the year, with a notable rise from 1.3 trillion to 1.5 trillion yuan from February to September 2024 [2]. - Daily buying momentum from leveraged funds has been strong, with daily buy amounts exceeding 100 billion yuan for nine consecutive trading days, peaking at 126.75 billion yuan on June 10 [2]. Group 2 - The pharmaceutical and biotechnology sector has been the most favored by leveraged funds, with a net buying amount of 1.318 billion yuan in the week from June 16 to June 20, 2023 [3]. - The pharmaceutical sector's net buying amount for the month has reached 6.244 billion yuan, leading all 31 sectors, driven by policy support for innovative drug development [3]. - The electricity equipment sector followed with a net buying amount of 843 million yuan, while the oil and petrochemical and computer sectors had net buying amounts of 610 million yuan and 603 million yuan, respectively [3]. Group 3 - Securities firms are optimistic about the performance of Chinese equity assets in the second half of 2025, expecting a gradual upward shift in the market's oscillation center [4]. - Factors contributing to this positive outlook include a weak dollar trend, supportive capital market policies, and overall improvement in liquidity [4]. - Key investment areas suggested include innovative drugs, consumer services, artificial intelligence, humanoid robots, banking, non-banking sectors, transportation, public utilities, and non-ferrous metals [4][5].