超3300家个股上涨

Market Overview - The Shanghai Composite Index rose by 0.53% to 3602.13 points, while the Shenzhen Component Index increased by 0.14% to 11056.69 points. The ChiNext Index, however, fell by 0.26% to 2328.36 points [2][3]. Sector Performance - High-end materials, including PEEK and ultra-hard materials, saw significant growth. The consumer electronics, photolithography, and robotics sectors performed actively, while military stocks experienced a pullback. The AI industry chain collectively adjusted, with hardware sectors like CPO showing high opening but low closing, and the intelligent agents sector saw widespread declines [3]. Capital Flow - Main capital inflows were observed in the automotive, banking, and electronics sectors, while there were outflows from the computer, pharmaceutical, and media sectors. Notable inflows included Longcheng Military Industry (11.69 billion), Zhangjiang Hi-Tech (10.9 billion), and Dongxin Peace (7.99 billion). Conversely, significant outflows were seen in Xinyisheng (10.06 billion), Zhongji Xuchuang (7.52 billion), and Dingjie Zhizhi (4.29 billion) [5]. Institutional Insights - According to Jin Jun, Investment Director at Qianhai Bourbon Fund, various indices, except for the Sci-Tech Innovation Board, have reached new highs since October 8 of last year. Despite a quick pullback, the indices found support at the 10-day and 20-day moving averages. It is anticipated that the overall floating capital will require 2-4 weeks to digest, maintaining a judgment of box oscillation for August. The recommendation is to avoid chasing prices and to focus on buying on dips, emphasizing the rotation of underperforming sectors [6]. Investment Strategy - Wu Yinchao from Caitong Securities suggests that the A-share market is entering a period of consolidation, accumulating momentum while digesting performance discrepancies and external disturbances. The long-term upward trend remains intact, supported by improved performance logic and inflows of incremental capital. The strategy should balance between high-growth sectors and defensive assets, avoiding chasing prices. The current adjustment period is seen as an opportunity to invest in quality stocks, focusing on sectors with performance certainty such as capacity clearance, AI, pharmaceuticals, and self-sufficiency, while seizing undervalued rebound opportunities [7].