Market Overview - The A-share market experienced a significant decline, with the Shanghai Composite Index dropping over 1% and closing below 3600 points, while the total trading volume approached 2 trillion yuan [1][2] - The Shenzhen Component Index and the ChiNext Index fell nearly 2%, indicating a broad market weakness with approximately 4300 stocks declining [2] Sector Performance - Resource sectors such as coal, steel, oil, and non-ferrous metals collectively retreated, while brokerage, insurance, liquor, and banking sectors also saw declines [2] - Conversely, the information security sector surged, with stocks like Digital Certification and Nanjing Xinxing hitting the daily limit, and several others rising over 8% [2][4] Information Security Sector - The information security concept saw strong performance, with stocks like *ST Guandao and Digital Certification reaching their daily limit of 30% and 20% respectively [4][6] - The recent announcement from the National Internet Information Office regarding security issues with NVIDIA's computing chips has heightened interest in this sector [6] AI Industry Chain - Stocks related to the AI industry chain, including liquid cooling servers and CPO concepts, experienced significant gains, with Fangsheng Co. rising over 15% and several others hitting the daily limit [8][9] - The domestic AI model performance is now comparable to leading overseas models, with advancements in AI chip manufacturing by companies like Huawei and Haiguang Information [10] Assisted Reproductive Technology Sector - The assisted reproductive technology sector saw explosive growth, with companies like Anke Bio and Gongtong Pharmaceutical reaching their daily limit of 20% [12][14] - The recent implementation of a childcare subsidy policy is expected to stimulate consumption in maternal and infant-related industries, benefiting sectors such as assisted reproduction and genetic testing [15]

Market Overview - The A-share market experienced a significant decline, with the Shanghai Composite Index dropping over 1% and closing at 3573.21 points, while the Shenzhen Component Index fell 1.73% to 11009.77 points [1][2] - The total trading volume in the A-share market approached 2 trillion yuan, increasing by over 900 billion yuan compared to the previous day [1] Sector Performance - Resource sectors such as coal, steel, oil, and non-ferrous metals saw collective pullbacks, while brokerage, insurance, liquor, and banking sectors also declined [2] - Conversely, the information security sector surged, with stocks like Digital Certification and Nanxing Co. hitting the daily limit, and several others seeing significant gains [2][3] Information Security Sector - The information security concept saw strong performance, with *ST Guandao and Digital Certification both hitting the daily limit of 30% and 20% respectively, alongside notable gains from other companies in the sector [3][4] AI Industry - AI-related stocks were active, with companies like Fangsheng Co. and Dingtong Technology seeing substantial increases, reflecting a growing interest in AI applications [6][7] - The domestic AI industry is reportedly advancing, with local models achieving performance comparable to leading overseas models, and significant progress in AI chip development by companies like Huawei and Haiguang Information [8] Assisted Reproductive Technology - The assisted reproductive sector experienced a notable surge, with stocks like Anke Bio and Gongtong Pharmaceutical reaching daily limits of 20% [9][10] - The recent implementation of a childcare subsidy policy is expected to stimulate consumption in maternal and infant-related industries, including assisted reproduction and genetic testing [11][12]

Market Overview - A-shares experienced a significant drop on July 31, with the Shanghai Composite Index falling over 1% and closing at 3573.21 points, while the Shenzhen Component Index and ChiNext Index declined nearly 2% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 1.96 trillion yuan, an increase of over 90 billion yuan compared to the previous day [1][2] Sector Performance - The overall market showed weakness, with nearly 4300 stocks declining. Key sectors such as coal, steel, oil, and non-ferrous metals saw collective pullbacks, while brokerage, insurance, liquor, and banking sectors also fell [2] - Conversely, the information security sector surged, with stocks like Digital Certification and South Star shares hitting the daily limit, and others like Yonyou Network and Yongxin Zhicheng rising over 8% [2][4] - The assisted reproduction sector was active, with stocks like Anke Bio, Gongtong Pharmaceutical, and Lideman reaching the daily limit of 20% [11][12] Information Security Sector - The information security concept saw a strong rally, with stocks such as *ST Guandao and Digital Certification hitting their daily limits, and others like Yonyou Network and Deepin Technology also performing well [4][5] - The National Internet Information Office recently addressed Nvidia regarding security risks associated with its H20 computing chips, which may impact the information security landscape [6] AI Industry Chain - Stocks related to the AI industry chain, including liquid-cooled servers and CPO concepts, experienced significant gains, with Fangsheng Co. rising over 15% and Dingtong Technology increasing over 10% [8][9] - Domestic AI models, represented by the DeepSeek series, are now comparable to leading overseas models, with advancements in AI chip manufacturing by companies like Huawei and Haiguang Information [10] Assisted Reproductive Technology - The recent announcement of a child-rearing subsidy policy is expected to stimulate consumption in the mother and baby-related sectors, with a budget of approximately 90 billion yuan allocated for this initiative [13] - The policy is anticipated to boost birth rates and positively impact industries such as assisted reproduction, genetic testing, and childcare services [13]

Market Overview - A-shares opened mixed on July 31, with the three major indices showing volatility during the morning session [1] - In the afternoon, all three indices declined, with the Shanghai Composite Index falling below 3600 points [1] - By the end of the trading day, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed down by 1.18%, 1.73%, and 1.66%, respectively, at 3573.21 points, 11009.77 points, and 2328.31 points [1] Sector Performance - Sectors such as liquid cooling, assisted reproduction, and hepatitis concepts saw the largest gains [1] - Conversely, sectors including low-carbon metallurgy, energy metals, and the steel industry experienced the most significant declines [1] Stock Performance - A total of 1061 A-shares rose, with 49 stocks hitting the daily limit up [1] - In contrast, 4287 A-shares fell, with 6 stocks hitting the daily limit down [1] Trading Volume - The trading volume in the Shanghai market reached 845.89 billion yuan, while the Shenzhen market saw a trading volume of 1.09 trillion yuan, totaling 1.94 trillion yuan across both markets [1]

盘面上，市场热点较为凌乱，个股跌多涨少，全市场超4200只个股下跌。钢铁、能源金属、煤炭开采加 工、光伏设备、影视院线板块走低，液冷服务器板块涨幅居前，智谱AI、辅助生殖、小红书概念表现 强势。 凤凰网财经讯 7月31日，三大股指今日集体收跌，上证指数报收3573.21点，跌1.18%，深成指报收 11009.77点，跌1.73%，创业板指报收2328.31点，跌1.66%。日沪深两市全天成交额1.94万亿，较上个交 易日放量917亿。 | | | | | 户深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | | 总手 | 现手 金额 | | 上证指数 | 3573.21 | -1.18 | -42.51 | 426/1865 | -0.01 | 6.55 7. | 189万 8458.93亿 | | 深证成指 | 11009.77 | | -1.73 - -193.26 | 593/2268 | -0.02 | 7.4147 | 168万 1.09万亿 | | 北证50 | ...

金十数据7月31日讯，A股三大股指早盘分化，午后集体下挫探底，创业板指抹去早间1%的涨幅翻绿， 深证成指尾盘一度跌逾2%，沪指回落至十日线下方，临近收盘三大股指均小幅回升。截至收盘，沪指 跌1.18%，深证成指跌1.73%，创业板指跌1.62%；沪深两市全天成交额超1.9万亿，两市超4000只个股飘 绿。盘面上，AI硬件、辅助生殖、华为概念等板块领涨大盘，煤炭、钢铁、贵金属等周期板块领跌大 盘；CPO板块午后回落，半导体板块一度冲高。 A股收评：沪指午后下挫收跌1.16% 煤炭、钢铁等周期股领跌大盘 ...

Market Overview - The A-share market experienced a volatile adjustment, with all three major indices declining over 1% on the last trading day of July [1] - The overall market trend for the month showed a fluctuating upward movement, with all three major indices closing higher for the month, particularly the ChiNext Index which rose over 8% [1] - The Shanghai Composite Index lost the 3600-point level, which it had regained earlier in the month [1] Trading Volume and Market Activity - The total trading volume for the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 917 billion yuan compared to the previous trading day [4] - The market saw a significant number of stocks declining, with over 4200 stocks experiencing a drop [1] Sector Performance - The innovative drug concept sector showed strength, with stocks like Nanxin Pharmaceutical hitting the daily limit [1] - AI application stocks remained active against the market trend, with companies like Yidian Tianxia also hitting the daily limit [1] - AI hardware stocks exhibited mixed performance, with the liquid cooling server concept performing strongly, leading to stocks like Yingweike hitting the daily limit [1] - Conversely, cyclical sectors such as steel and non-ferrous metals weakened, with Anyang Steel dropping over 7% [1] - The financial sector was sluggish, with Zhongyin Securities declining over 5% [1] Closing Statistics - At the close, the Shanghai Composite Index fell by 1.18%, the Shenzhen Component Index decreased by 1.73%, and the ChiNext Index dropped by 1.66% [1]

另外，钢铁、煤炭、油气、有色金属等周期性板块全线下跌，安阳钢铁(600569)、包钢股份(600010)、 安泰集团跌超5%。(格隆汇) (责任编辑：宋政 HN002) 格隆汇7月31日｜A股三大指数涨跌不一，截至午盘收盘，沪指跌0.68%报3591.26点，深成指跌0.45%， 创业板指涨0.43%，北证50指数涨0.12%。沪深京三市成交额11578亿元，较上日放量556亿元，两市超 3400只个股下跌。 盘面上，辅助生殖概念涨幅居前，共同药业、利德曼(300289)20cm涨停，我国31省将辅助生殖技术纳入 医保；液冷服务器概念全线走强，思泉新材20CM涨停，英维克(002837)、淳中科技等涨停封板；CPO 概念股大涨，汇绿生态、剑桥科技(603083)涨停，中际旭创(300308)、新易盛(300502)均创历史新高；创 新药板块再度活跃，奥翔药业(603229)、康缘药业(600557)等涨停；AI智能体概念集体走强，易点天 下、用友网络(600588)、南兴股份(002757)涨停，百度搜索首页测试开放智能体应用入口。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判 ...

Core Viewpoint - The market showed mixed performance on July 31, with the ChiNext Index rising over 1%, while the Shanghai Composite Index fell by 0.39% and the Shenzhen Component Index increased by 0.17% [1] Group 1: Market Performance - The ChiNext Index experienced a significant increase, rising over 1% [1] - The Shanghai Composite Index declined by 0.39% [1] - The Shenzhen Component Index saw a modest increase of 0.17% [1] Group 2: Sector Performance - Sectors such as CPO, PCB, and assisted reproduction showed notable gains [1] - Nearly 2800 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [1]

Market Overview - The market showed mixed performance with the Shanghai Composite Index and Shenzhen Component Index both adjusting, while the ChiNext Index saw a slight increase [2] - As of the midday close, the Shanghai Composite Index was at 3591.26 points, down 0.68%, the Shenzhen Component Index at 11152.77 points, down 0.45%, and the ChiNext Index at 2377.84 points, up 0.43% [3] Sector Performance - The assisted reproduction, liquid cooling server, and chemical pharmaceutical sectors led the gains, while the steel, oil and gas extraction, and coal mining sectors experienced the largest declines [4] - In the assisted reproduction sector, companies like Gongtong Pharmaceutical and Lide Man saw significant increases, with both hitting the 20% daily limit [2][6] - AI application stocks, including Yidian Tianxia and Zhidema, also saw notable gains, driven by the increasing adoption of AI technologies [5] Policy and Industry Developments - The State Council announced that assisted reproduction technologies will be included in insurance reimbursements across all provinces, benefiting over 1 million people in 2024 [6] - The National Energy Administration is working on policies to enhance the construction of high-power charging facilities to support the growing demand for electric vehicles [8] - The domestic gaming market reported record sales revenue of 168 billion yuan in the first half of the year, marking a 14.08% year-on-year increase [8] Institutional Insights - Financial institutions noted that the A-share market has shown a trend of recovery, supported by various policy measures aimed at stabilizing market sentiment and improving expectations [10] - The increase in new individual investor accounts indicates growing confidence in the A-share market, reflecting a potential for increased market activity [10]