超2600只个股上涨

Market Overview - A-shares experienced narrow fluctuations on July 1, with the Shanghai Composite Index rising by 0.39% to 3457.75 points, the Shenzhen Component Index increasing by 0.11% to 10476.29 points, while the ChiNext Index fell by 0.24% to 2147.92 points [1][2]. Sector Performance - The innovative drug sector showed strong performance in the afternoon, with significant gains in the shipbuilding, photolithography, banking, and precious metals sectors. Conversely, multi-financial, solid-state battery, and AI application concept stocks experienced pullbacks [4]. - Chip stocks continued their strong trend, with companies like Chengbang Co., Kaimete Gas, and SanChao New Materials seeing over ten stocks hitting the daily limit. The innovative drug concept also surged, with stocks like Angli Kang, Sairui Medical, and Guizhou Bailin reaching the daily limit, while Kexing Pharmaceutical, Yuekang Pharmaceutical, and Shutaishen saw notable increases [5]. Capital Flow - Main capital saw a net inflow into the pharmaceutical, electric power, and banking sectors, while there was a net outflow from the computer and communication equipment sectors [7]. - Specific stocks with net inflows included Hongbaoli, N Xintong, and Dongshan Precision, attracting 473 million, 460 million, and 436 million respectively. In contrast, stocks like Inner Mongolia First Machinery, Dongfang Wealth, and Sifang Precision faced net outflows of 971 million, 814 million, and 751 million respectively [8][9]. Institutional Insights - Market sentiment remains high, with a healthy overall chip structure. Although major indices are nearing upper platform limits, the pressure is still manageable. Investors are advised to adopt a combination of medium- and long-term strategies, focusing on mid-term sectors like civil aviation that may have favorable developments, while maintaining positions in military and other sectors with strong certainty and low valuations for long-term operations [11]. - The second half of the year is expected to continue with a structural market trend [12].