8月20日复盘：早盘散户吓破胆！半导体一骑讨，主力暗渡陈仓原神启动

Market Overview - The U.S. stock market showed weakness, leading to a poor opening for the A-share market, which experienced widespread declines, indicating a general expectation of a market pullback [1] - The main theme of the market today was defensive, with a shift in focus towards consumer stocks, although the performance was mixed [1][5] - The semiconductor sector emerged as a key driver in the afternoon, reviving the technology sector, which has been a consistent theme in the market [1][5] Trading Dynamics - The buying power today was recorded at over 1600, which is weaker compared to the previous three days, suggesting that while the main players have not exited, there is a successful style shift occurring [3] - Selling pressure was noted at over 400, aligning with normal selling volumes since June, indicating retail investors are exiting the market [3] - The data suggests that while there is some selling pressure, it is primarily from retail investors rather than institutional players, as the main funds appear to still be in the market [3] Sector Performance - ST stocks led the market with the highest number of limit-up stocks, indicating a defensive stance from investors who are hesitant to engage with mainline sectors [5][6] - The consumer sector showed some activity but lacked continuity, suggesting that the shift towards consumer stocks may not be fully established yet [5] - The technology sector, particularly in areas like robotics and consumer electronics, remains a focal point, with artificial intelligence continuing to be a primary theme [5][6] Key Statistics - The number of limit-up stocks today was 16, consistent with previous days, while the number of stocks with significant declines was also notable [4][6] - The buying power was recorded at 1703, while selling power was at 1683, indicating a slight edge for buyers but overall market caution [4]