连续两日上涨后，今日（7月30日）市场盘整，A股三大指数涨跌不一，但沪指盘中再创年内新高（3636.17点），或仍有机会冲击前期高点（去年10月8日 3674点）。沪深两市成交额达1.84万亿元，较昨日放量411亿元。 盘面上，"反内卷"政策推动化工板块估值修复，反映板块整体走势的化工ETF（516020）场内涨幅一度上探2.27%，收涨1.21%。育儿补贴正式落地，乳业 股迎政策东风，标的指数囊括伊利股份、光明乳业、妙可蓝多等多只乳制品龙头的食品ETF（515710）场内价格收涨0.98%。 近日表现"一枝独秀"的港股通创新药ETF（520880），或受买盘资金积极进场影响，场内价格盘中飙涨近9%，基金管理人紧急发布溢价风险提示性公告， 提示投资者关注二级市场溢价风险。若投资者以高溢价买入，将承担额外的溢价成本以及未来溢价波动带来的价格风险。 或由于香港稳定币牌照落地*暂时不及预期，金融科技方向深度回调，规模、流动性同类断层第一*的金融科技ETF（159851）场内价格一度下挫近4%，资 金迎来回调布局机会，该ETF全天获资金净申购4.38亿份。 | 序号 代码 | | 名称 | 涨跌幅 | | --- | ...

盘后数据出炉。 今日（7月30日），A股市场走势分化。截至收盘，上证指数报3615.72点，上涨0.17%；深证成指报11203.03点，下跌 0.77%；创业板指报2367.68点，下跌1.62%。两市合计成交18442.79亿元，较上一交易日增加411.09亿元。 1. 两市主力资金净流出近530亿元 今日沪深两市主力资金开盘净流出140.23亿元，尾盘净流出15.26亿元，两市全天主力资金净流出529亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 八炭史超碰 | 超大单净买入 | | 2025-7-30 | -529.00 | -140. 23 | -15.26 | -253. 30 | | 2025-7-29 | -272. 18 | -181.52 | 18. 05 | -136.96 | | 2025-7-28 | -112. 73 | -66. 20 | -2. 30 | -28.15 | | 2025-7-25 | -309. 84 | -137.84 ...

综合市场分析来看，金融科技回调下挫或与香港稳定币牌照落地不及预期有关。消息面上，香港《稳定 币条例》将于8月1日实施，7月29日下午，香港金管局披露了稳定币发行人相关监管制度。其中提到， 截至目前，尚未发出任何稳定币发行人牌照，未来将在官网公布获发牌照的稳定币发行人名单。 中信证券解读称，时间线上看，金管局鼓励意向申请人于8月31日前联系监管，成熟申请人申请时限为9 月30日，首批牌照张数仅个位数，预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行 人，及确定性参与稳定币使用场景创设的场景平台两条主线。 周三（7月30日），稳定币、跨境支付等热门题材悉数调整，高位人气股下挫，金融科技板块深度回 调，成份股大面积飘绿。其中，东信和平跌停，天阳科技、四方精创、恒宝股份均下挫超7%，长亮科 技、金证股股份、中科金财、拉卡拉、京北方、中亦科技等跟跌超5%。 热门ETF方面，规模、流动性同类断层第一的金融科技ETF（159851）放量下挫，场内价格收跌3.3%， 跌穿5日、10日均线，退守20日均线。全天成交额达12.75亿元，环比放量超五成！资金逢跌大举揽筹， 159851全天净申购达4.38亿份！ 数据来 ...

连续两日上涨后，今日（7月30日）市场盘整，A股三大指数涨跌不一，但沪指盘中再创年内新高 （3636.17点），或仍有机会冲击前期高点（去年10月8日3674点）。沪深两市成交额达1.84万亿元，较 昨日放量411亿元。 盘面上，"反内卷"政策推动化工板块估值修复，反映板块整体走势的化工ETF（516020）场内涨幅一度 上探2.27%，收涨1.21%。育儿补贴正式落地，乳业股迎政策东风，标的指数囊括伊利股份、光明乳 业、妙可蓝多等多只乳制品龙头的食品ETF（515710）场内价格收涨0.98%。 近日表现"一枝独秀"的港股通创新药ETF（520880），或受买盘资金积极进场影响，场内价格盘中飙涨 近9%，基金管理人紧急发布溢价风险提示性公告，提示投资者关注二级市场溢价风险。若投资者以高 溢价买入，将承担额外的溢价成本以及未来溢价波动带来的价格风险。 或由于香港稳定币牌照落地*暂时不及预期，金融科技方向深度回调，规模、流动性同类断层第一*的金 融科技ETF（159851）场内价格一度下挫近4%，资金迎来回调布局机会，该ETF全天获资金净申购4.38 亿份。 聚焦国内，今日重磅会议召开，市场密切关注中国即将释放 ...

| | | 各板块最近五个交易日主力资金净流入数据(亿元) | | | --- | --- | --- | --- | | 日期 | 沪深300 | 创业板 | 科创板 | | 2025-7-30 | -123.35 | -212. 46 | -12. 31 | | 2025-7-29 | -7.22 | -91. 16 | -18. 22 | | 2025-7-28 | 4. 04 | -31. 21 | -12. 34 | | 2025-7-25 | -72.97 | -115. 68 | -16. 10 | | 2025-7-24 | 27. 57 | 8. 47 | -23.68 | | | | 尾盘资金净流入数据(亿元) | | | 2025-7-30 | -3.75 | -2. 39 | -2. 58 | | 2025-7-29 | 8. 39 | 18. 74 | -2. 33 | | 2025-7-28 | -1. 07 | 7.27 | -0. 11 | | 2025-7-25 | -0. 12 | -0. 75 | -2. 40 | | 2025-7-24 | 23. 46 | 24. 8 ...

Core Viewpoint - The main focus of the news is the significant outflow of major funds from the stock market, particularly affecting two leading companies, with a net outflow exceeding 12 billion yuan for each [1][6]. Fund Flow Summary - On July 30, the net outflow of major funds from the Shanghai and Shenzhen stock markets reached 529 billion yuan, with the ChiNext board experiencing a net outflow of 212.46 billion yuan and the CSI 300 index seeing a net outflow of 123.35 billion yuan [2]. - Among the 14 industries that saw an increase, the steel industry led with a rise of 2.05%, followed by the oil and petrochemical sector with a 1.84% increase. The media, food and beverage, social services, and banking sectors also showed notable gains [2]. - Conversely, 17 industries experienced declines, with the power equipment sector dropping the most at 2.22%, while the computer, automotive, and defense industries also saw declines exceeding 1% [2]. Individual Stock Performance - In terms of individual stocks, 41 stocks had a net inflow exceeding 1 billion yuan, with 13 stocks seeing inflows over 2 billion yuan. The liquid cooling concept stock, Invech, topped the list with a net inflow of 8.67 billion yuan, and its stock price hit the daily limit [4]. - The new stock N Hanhigh recorded a net inflow of 5.1 billion yuan, with its price soaring over 600% on its debut, triggering a second trading halt [4]. - Other notable stocks with significant net inflows included Defu Technology, Tom Cat, Juran Smart Home, Caesar Travel, and Shenzhou Taiyue [5]. Major Outflows - Among the 27 industries with net outflows, the computer industry had the highest outflow at 89.79 billion yuan, while the power equipment, electronics, non-ferrous metals, and automotive sectors each saw outflows exceeding 44 billion yuan [3]. - Notably, CATL and Construction Industry both experienced net outflows exceeding 12 billion yuan, with Construction Industry hitting the daily limit down and closing at a 9.95% drop [6][7].

Market Overview - The Shanghai Composite Index closed at 3615.72 points, up 0.17%, with a trading volume of 819.63 billion yuan [1] - The Shenzhen Component Index closed at 11203.03 points, down 0.77%, with a trading volume of 1024.65 billion yuan [1] - The ChiNext Index closed at 2367.68 points, down 1.62%, with a trading volume of 503.32 billion yuan [1] - The STAR 50 Index closed at 1058.57 points, down 1.11%, with a trading volume of 35.32 billion yuan [1] - The total trading volume of both markets was 1844.28 billion yuan, an increase of 41.11 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included steel, oil and petrochemicals, media, food and beverage, banking, and textiles [3] - Active concepts included aquaculture, oil and gas services, dairy, heparin, film and television, and marine economy [3] - Weak sectors included electric equipment, computers, automobiles, defense and military, securities, telecommunications, machinery, and real estate [3] - The computer sector saw the largest net outflow of funds, amounting to 89.79 billion yuan [5] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 52.9 billion yuan [4] - The net outflow from the ChiNext was 21.25 billion yuan, while the Shanghai 300 index saw a net outflow of 12.33 billion yuan [5] - Only four sectors saw net inflows: media (10.72 billion yuan), social services (1.99 billion yuan), food and beverage (1.61 billion yuan), and retail (0.75 billion yuan) [5] Individual Stock Performance - A total of 1890 stocks experienced net inflows, with 41 stocks receiving over 1 billion yuan in net inflows [6] - The stock with the highest net inflow was Yingweike, with 867 million yuan [7] - Conversely, 3255 stocks faced net outflows, with 159 stocks seeing over 1 billion yuan in net outflows [8] - The stock with the highest net outflow was Ningde Times, with 1.293 billion yuan [9] Institutional Activity - Institutions had a net sell of approximately 72.4 million yuan, with 14 stocks seeing net purchases and 14 stocks seeing net sales [10] - The stock with the highest net purchase by institutions was Xizang Tianlu, with 126 million yuan [11]

Market Overview - The digital economy sector experienced a decline of 1.51% on July 30, with Guotou Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Top Performers in Digital Economy Sector - Nanfang Road Machinery (603280) closed at 49.87, up 9.99% with a trading volume of 133,000 shares and a transaction value of 636 million [1] - Dongjie Intelligent (300486) closed at 11.05, up 9.19% with a trading volume of 526,600 shares and a transaction value of 573 million [1] - Yue Media (002181) closed at 7.57, up 5.73% with a trading volume of 1,624,000 shares and a transaction value of 1.199 billion [1] Underperformers in Digital Economy Sector - Guotou Intelligent (300188) closed at 17.75, down 9.67% with a trading volume of 1,006,600 shares and a transaction value of 1.824 billion [2] - Tianyang Technology (300872) closed at 25.36, down 8.41% with a trading volume of 690,800 shares and a transaction value of 1.796 billion [2] - Sifang Jingchuang (300468) closed at 40.88, down 7.95% with a trading volume of 878,400 shares and a transaction value of 3.674 billion [2] Capital Flow Analysis - The digital economy sector saw a net outflow of 12.407 billion from main funds, while retail investors contributed a net inflow of 10.382 billion [2] - Speculative funds recorded a net inflow of 2.025 billion [2] Individual Stock Capital Flow - Shenzhou Taiyue (300002) had a main fund net inflow of 2.72 billion, but a net outflow from speculative and retail investors [3] - Zhongwen Online (300364) experienced a main fund net inflow of 2.45 billion, with significant outflows from both speculative and retail investors [3] - Nanfang Road Machinery (002757) saw a main fund net inflow of 107 million, while speculative and retail investors had outflows [3]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600570 | 恒生电子 | -2.17 | 9.66 | -107510.15 | | 000617 | 中油资本 | -7.98 | 3.55 | -70910.31 | | 300468 | 四方精创 | -7.95 | 16.58 | -67501.80 | | 002104 | 恒宝股份 | -7.83 | 30.29 | -56538.92 | | 300348 | 长亮科技 | -6.80 | 12.34 | -37522.25 | | 300773 | 拉卡拉 | -6.22 | 9.26 | -36712.52 | | 002017 | 东信和平 | -10.00 | 22.83 | -36451.44 | | 300872 | 天阳科技 | -8.41 | 16.37 | -34358.82 | | 600446 | 金证股份 | -6.68 | 8.06 | -29654.87 | | 300180 | 华峰超纤 | -3.8 ...

格隆汇7月30日｜30日午后，稳定币概念股继续回调，金融科技震荡下跌超2.8%。其中，东信和平重挫 9%逼近跌停，恒宝股份（维权）、四方精创、天阳科技均跌超6%。热门ETF方面，规模、流动性同类 断层第一的金融科技ETF（159851）表现低迷，场内价格跌超3%，日内成交额已超7亿元，资金反向涌 入，显示实时净申购超2.3亿份。 中信证券解读称，金管局就8月1日起实施的稳定币发行人监管制度发布一系列文件，核心是《持牌稳定 币发行人监管指引》，当前申请阶段最具有指引意义的是《稳定币发行人发牌制度摘要说明》。时间线 上看，金管局鼓励意向申请人于8月31日前联系监管，成熟申请人申请时限为9月30日，首批牌照张数仅 个位数，预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行人，及确定性参与稳定币 使用场景创设的场景平台两条主线。 招商证券指出，大盘与题材共振，看好金融科技方向。首先，稳定币&RWA作为金融科技明确的发展方 向之一，目前处于海内外同步推进产业渗透的阶段。临近业绩期，市场对上市公司Q2业绩关注度提 升，互金板块兼具牛市下业绩释放潜力以及稳定币/RWA题材属性，金融科技配置价值显现。 综合市场分析 ...