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午评:沪指震荡微跌,酒类股强势,医药、券商等板块走低
Zheng Quan Shi Bao Wang·2025-08-20 04:42

Group 1 - The core viewpoint of the articles indicates that the market is experiencing a slow bull trend, supported by increased participation from external funds and a favorable monetary policy environment [1][2] - The Shanghai Composite Index showed a slight decline of 0.06% to 3725.22 points, while the Shenzhen Component Index fell by 0.66% and the ChiNext Index dropped by 1.71%, indicating a mixed performance across different indices [1] - The market is characterized by structural features, with large financial institutions stabilizing the index and facilitating a breakthrough above the 3400-point resistance level, establishing a new slow bull market trend [2] Group 2 - The sectors showing declines include pharmaceuticals, media, brokerage, and electricity, while sectors such as liquor, tourism, catering, food and beverage, non-ferrous metals, and banking are on the rise [1] - The market is witnessing a shift towards new momentum represented by large technology and high-end manufacturing, alongside the effects of "anti-involution" policies and significant infrastructure investments [2] - The overall market sentiment is improving, with a notable increase in external capital inflow into the stock market, driven by the expectation of a more favorable economic environment in the fourth quarter [1][2]