A股收评 | 沪指顽强收红 红利股活跃！多只银行股新高

Market Overview - The market experienced volatility with a mixed performance, where the Shanghai Composite Index closed slightly up by 0.13% at 3771.10 points, while the ChiNext Index fell by 0.47% to 2595.47 points [2] - The total trading volume reached 2.4 trillion yuan, with over 3000 stocks declining [1] Sector Performance - Dividend stocks such as banks, coal, and oil & gas were active, with Agricultural Bank of China and Postal Savings Bank reaching historical highs [1] - The digital currency and cross-border payment sectors saw significant gains, with multiple stocks hitting the daily limit [1] - High-priced stocks continued to decline, particularly in AI hardware and sectors like consumer electronics and automotive chains [1] Fund Flow - Major funds focused on sectors like optical software development, internet e-commerce, and diversified finance, with notable net inflows into stocks like ZTE Corporation and Zhaoyi Innovation [3] Key Developments - China's monthly electricity consumption surpassed 1 trillion kilowatt-hours for the first time, marking a year-on-year increase of 8.6% in July [4] - A research team from Hainan University achieved a breakthrough in the large-scale utilization of "combustible ice," developing a new catalytic system for methane conversion [5] - Zhiyuan Robotics expects to ship several thousand units this year, with projections of tens of thousands in the next year [6] Future Outlook - Zheshang Securities suggests that the current bull market is characterized as a "systematic slow bull," indicating that a combination of "large finance + broad technology" is likely to outperform benchmarks [7] - Huaxi Securities believes there is ample space and opportunity in the mid-term A-share market, focusing on new technologies and sectors benefiting from liquidity [8] - Dongfang Securities maintains that market fluctuations do not hinder the upward trend, emphasizing structural investment opportunities in sectors like brokerage, AI, and military industry [8]