Market Overview - The Shanghai Composite Index increased by 0.76% as of 10:28 AM, with a trading volume of 498.05 billion shares and a transaction amount of 659.36 billion yuan, representing a 7.17% increase compared to the previous trading day [1]. Industry Performance - The top-performing industries included: - Defense and Military Industry: Increased by 6.89%, with a transaction amount of 727.06 billion yuan, led by AVIC Chengfei with a rise of 20.01% [1]. - Machinery Equipment: Increased by 2.13%, with a transaction amount of 705.15 billion yuan, led by Qifeng Precision with a rise of 29.97% [1]. - Electric Equipment: Increased by 2.10%, with a transaction amount of 485.70 billion yuan, led by Zhonghuan Hailu with a rise of 12.12% [1]. - The industries with the largest declines included: - Beauty and Personal Care: Decreased by 0.42%, with a transaction amount of 32.46 billion yuan, led by Shanghai Jahwa with a decline of 4.77% [2]. - Pharmaceutical and Biological: Decreased by 0.41%, with a transaction amount of 343.68 billion yuan, led by Maiwei Biological with a decline of 10.46% [2]. - Public Utilities: Decreased by 0.33%, with a transaction amount of 131.47 billion yuan, led by Huadian Liaoning with a decline of 6.65% [2]. Summary of Key Stocks - Notable gainers included: - AVIC Chengfei in the Defense and Military sector with a rise of 20.01% [1]. - Qifeng Precision in the Machinery Equipment sector with a rise of 29.97% [1]. - Zhonghuan Hailu in the Electric Equipment sector with a rise of 12.12% [1]. - Notable decliners included: - Shanghai Jahwa in the Beauty and Personal Care sector with a decline of 4.77% [2]. - Maiwei Biological in the Pharmaceutical sector with a decline of 10.46% [2]. - Huadian Liaoning in the Public Utilities sector with a decline of 6.65% [2].

…… 今天所有我之前看北向数据的渠道，都停止更新了，所以昨晚的新闻我没有读错，北向资金的流入流出明细从8月19日起，从每日公布改为每个季度公 布。 北向自2014年开通以来，连续9年净流入，历史最巅峰的时候外资累计净流入接近2万亿。转折出现在去年8月，外资整体买少卖多，到了2024年的前8个 月，更是首次出现年度净流出。 由于北向外资的数据有较大的影响力，之前监管就做过一次调整，把原先盘中实时更新的数据改为收盘后更新，现在又改了，以后是每个季度看一次。 怎么说呢，任何事情都有积极的一面，我看《投名状》电影的时候有一幕印象很深，刘德华骑马冲击敌阵之前，掏出一块黑布把马的眼睛蒙住，这样马看 不见前面的长枪，冲锋的时候就会一往无前。 现在马已经就位，就差个刘德华了。 昨晚的文章发出后有网友提醒我内容里和《黑神话悟空》、华谊兄弟有关的部分有误。 我去搜了一下，确实彼此之间的股权信息有更新。首先是华谊兄弟在2021年就卖掉了大半的英雄互娱股份，只剩下5%左右；其次是英雄互娱在2022年作 价4.8亿出售了所有的游戏科学公司股份（《黑神话》游戏开发商）。 比较奇怪的是这4.8亿的转让款，2022年已经收到2.8亿，剩下的 ...