早盘直击 | 今日行情关注

Group 1 - The core viewpoint of the article indicates that the expectation of a performance turning point for listed companies has strengthened following the disclosure of the 2025 mid-year reports, with a rebound in net profit growth rate observed in Q1 2025 at 6.8%, despite a decline to 2.9% in Q2 2025 [1] - Domestic measures to stabilize growth are accelerating, with policies such as "anti-involution," infrastructure projects in the western regions, and childbirth subsidies being implemented, creating a dual focus on supply and demand [1] - The stock market is increasingly anticipating a turning point from negative to positive profit growth for listed companies, which is a significant factor influencing the medium-term market trend [1] Group 2 - The market is experiencing a volatile upward trend, with the Shanghai Composite Index recovering losses from the previous week, closing above the five-day moving average, and the Shenzhen Component Index showing accelerated gains [2] - The trading volume reached 2.7 trillion yuan, consistent with the previous week, and the market saw more stocks rising than falling, with over a hundred stocks hitting the daily limit [1][2] - Market hotspots are primarily concentrated in the TMT (Technology, Media, and Telecommunications) and non-ferrous metals sectors, with small-cap and technology stocks leading in gains [1]