一图看懂A股2025年上半年：日均成交额较去年增3成 50亿以下市值股平均涨26% | 沪指 | 2.76% | | | --- | --- | --- | | 深成指 | 0.48% | | | 创业板指 | 0.53% | | | 上证50 | 1.01% | | | 沪深300 | 0.03% | | | 科创50 | 1.46% | | | 中证500 | 3.31% | | | 中证1000 | 6.69% | | | 国证2000 | 10.71% | | | 北证50 | | 39.45% | 十大热门板块 -11- | 板块 | 年内涨幅 | 年内最大涨幅 | 板块龙头 | | --- | --- | --- | --- | | DeepSeek | 55.30% | 62.40% | 宏景科技 | | 贵金属 | 44.46% | 54.97% | ■ 中海资源 | | 可控核聚变 | 41.78% | 44.01% | 中洲特材 | | 瑞士 | 40.15% | 49.67% | 广晟有色 | | 人形机器人 | 37.23% | 52.04% | 兆丰股份 | | 数字货币 | 32. ...

A pair of key reports in the coming weeks will be critical in determining the central bank’s next steps https://t.co/JSzIsLtU3u ...

Core Viewpoint - The stock of Transsion Holdings (688036) shows a strong overall score of 53.41, indicating a robust performance trend in the market [1] Group 1: Stock Performance - The current main cost for the stock is 79.70 yuan, with a 5-day main cost of 78.52 yuan and a 20-day main cost of 78.08 yuan [1] - Over the past year, the stock has not experienced any limit-up or limit-down events [1] Group 2: Northbound Capital Data - Northbound capital holds 52.07 million shares, accounting for 4.61% of the circulating shares [1] - The net buy yesterday was -826,600 shares, with a decrease in position ratio of -0.073% [1] - The 5-day and 20-day position ratios also show declines of -0.149% and -0.493%, respectively [1] Group 3: Technical Analysis - The short-term resistance level is at 78.94 yuan, while the short-term support level is at 76.70 yuan [2] - The mid-term resistance level is at 80.56 yuan, and the mid-term support level is at 71.02 yuan [2] - The stock price has broken through the short-term resistance level, indicating potential short-term strength, while the mid-term trend remains unclear [2] Group 4: Capital Flow Data - As of June 30, 2025, the net outflow of main capital was 57.02 million yuan, representing -9% of the total transaction amount [2] - The net outflow from large orders was 9.82 million yuan, while the net outflow from retail investors was 3.15 million yuan [2] Group 5: Related Industries/Concepts - The stock is associated with several sectors, including Consumer Electronics (1.34%), Shenzhen Special Zone (1.23%), Belt and Road Initiative (0.68%), and MLOps Concept (2.58%) [2]

Market Performance - The major stock indices in Shanghai and Shenzhen opened mixed on the 30th, with the Shanghai Composite Index slightly lower and the Shenzhen Component and ChiNext indices higher [1] - By the end of the trading day, the Shanghai Composite Index closed at 3444.43 points, up 0.59%, with a trading volume of approximately 567.1 billion [1] - The Shenzhen Component Index closed at 10465.12 points, up 0.83%, with a trading volume of approximately 919.7 billion [1] - The ChiNext Index closed at 2153.01 points, up 1.35%, with a trading volume of approximately 462.2 billion [1] - The STAR Market Index closed at 1229.83 points, up 1.70%, with a trading volume of approximately 112.8 billion [1] - The North Star 50 Index closed at 1447.18 points, up 0.52%, with a trading volume of approximately 30.7 billion [1] Sector Performance - The military industry stocks continued their strong performance, with the sector index rising for six consecutive trading days [1] - The brain-computer interface sector opened significantly higher and saw a steady rise during the morning session [1] - Gaming stocks experienced volatility but maintained high levels during the trading day [1] - Other sectors such as photolithography machines, large aircraft, BC batteries, commercial aerospace, cultivated diamonds, exoskeleton robots, and electronic IDs also saw significant increases [1] - Financial stocks, including banks and securities, experienced slight declines, but the overall drop was minimal [1] Half-Year Performance - The Shanghai Composite Index rose 2.76% in the first half of the year, while the Shenzhen Component Index increased by 0.49% [2] - The ChiNext Index and STAR Market Index both saw gains of 0.53% and 9.93%, respectively, in the same period [2] - The North Star 50 Index had a remarkable increase of 39.45% in the first half of the year [2] - Sectors such as DeepSeek concept, military equipment restructuring, precious metals, controllable nuclear fusion, agricultural machinery, humanoid robots, Xiaohongshu concept, brain-computer interface, AI agents, and rare earth permanent magnets showed strong performance year-to-date [2] Institutional Insights - Market volatility is expected to increase in July due to upcoming earnings, trade, and policy changes, presenting structural investment opportunities [3] - Investors are advised to focus on sectors with high earnings certainty, such as semiconductor equipment and photovoltaic components, while also considering sectors that may benefit from policy support [3] - The market sentiment is anticipated to continue improving, supported by domestic policy measures aimed at addressing economic downturns [3] - The valuation of A-shares remains attractive for medium to long-term investments, with the current equity risk premium index indicating a favorable position [3] Fundraising Trends - The issuance of stock-based funds has reached a near four-year high in the first half of the year, with 663 new funds established, totaling 526.768 billion shares [5] - The proportion of stock-based funds in total fund issuance has increased from 21.14% to 35.35% this year, while the share of bond funds has decreased significantly [5] Futures Industry Performance - In May, futures companies achieved a net profit of 820 million, representing a year-on-year increase of 19.88% [6] - The total operating income for futures companies in May was 3.172 billion, up 2.03% year-on-year [6] - For the first five months of 2025, futures companies reported cumulative operating income of 15.247 billion, a 5.40% increase year-on-year, and a net profit of 4.084 billion, up 34.56% [6]

A Python decorator is all you need to trace LLM apps (open-source).Most LLM evals treat the app like an end-to-end black box.But LLM apps need component-level evals and tracing since the issue can be anywhere inside the box, like the retriever, tool call, or the LLM itself.In @deepeval, you can do that with just 3 lines of code:- Trace individual LLM components (tools, retrievers, generators) with the "@ observe" decorator.- Attach different metrics to each part.- Get a visual breakdown of what’s working an ...

If the upswings are now bigger than the downswings, as appears to be the case, things become much more complicated https://t.co/uKjqpFW0pX ...

Australian startups are being starved of funding. Read today's Australia Briefing, by @Ainsley_Thomson, for your daily dose of the best of Bloomberg. https://t.co/IRASKtwMLV ...

AI startups are growing fast, churning faster and burning cash faster still. But investors don’t seem to mind https://t.co/v4i2DBo3g5 ...

If you're looking to practice appstinence (yes, it's a thing), a dumb phone could be your best bet for ending your infinite scrolling. https://t.co/bindt2VljR ...

Group 1 - The core viewpoint emphasizes that after breaking through key points, the stock market still has room for growth, with a focus on growth sectors rather than indices [1][2] - The reduction in the risk-free interest rate and the shift in expectations for the RMB from depreciation to stability or slight appreciation are significant drivers for the revaluation of Chinese assets [1][2] - The article highlights the importance of macro policies that prioritize investor returns and capital market reforms, which are crucial for changing investors' conservative attitudes towards risks [1][2] Group 2 - Economic policies and innovation support are expected to improve risk appetite and drive growth performance, with new business opportunities emerging in China [2] - The article notes that the financial sector's recent strong performance is influenced by multiple factors, including the ongoing development of stablecoin concepts and favorable domestic policies [6] - Historical analysis shows that financial stock rallies are often driven by liquidity, fundamentals, or policy events, with the sustainability of these drivers determining future market trends [8]