今天，A股再现“跷跷板”！

Market Overview - The market exhibited a "seesaw" effect with high dividend assets performing actively while technology stocks experienced a pullback, leading to declines in companies within the computing power industry [1] - The Shanghai Composite Index fell by 0.79%, the Shenzhen Component Index dropped by 2.21%, and the ChiNext Index decreased by 2.9% [1] Banking Sector - The banking sector rebounded with notable gains in stocks such as Chongqing Rural Commercial Bank and Shanghai Rural Commercial Bank [2] - The overall performance of the banking sector's mid-year reports showed improvement, with most banks experiencing a rebound in revenue and profit growth, a stable or declining non-performing loan ratio, and a steady provision coverage ratio [4][5] - Analysts suggest that the banking sector is likely to see a rotation and rebound due to solid fundamentals and previous adjustments, with a focus on regional banks and high-dividend stocks [5] Electricity Sector - The electricity sector showed active performance with significant gains in stocks like Jingyuntong and Huaguang New Energy [6] - In July, the total electricity consumption reached 10,226 billion kWh, marking an 8.6% year-on-year increase, with strong demand for electricity [9] - Analysts recommend focusing on leading companies in renewable energy, regional offshore wind power enterprises, and companies involved in the integration of renewable energy and computing power [9]