Core Viewpoint - Xingyuan Zhuomei's stock price increased by 5.21% with a trading volume turnover rate of 48.13%, indicating significant market activity and interest in the stock [2] Trading Activity - The total trading volume for the day reached 8.51 billion yuan, with a price fluctuation of 18.07% [2] - Institutional investors net bought 23.07 million yuan, while brokerage seats collectively net sold 48.44 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate of 48.13% [2] Institutional Participation - The top five trading departments accounted for a total transaction volume of 196 million yuan, with a buying amount of 85.23 million yuan and a selling amount of 111 million yuan, resulting in a net selling of 25.37 million yuan [2] - Four institutional specialized seats were involved in the trading, with a total buying amount of 63.87 million yuan and a selling amount of 40.80 million yuan, leading to a net buying of 23.07 million yuan [2] Fund Flow - The stock experienced a net inflow of 8.28 million yuan from major funds, with a significant inflow of 11.34 million yuan from large orders, while large orders saw a net outflow of 3.06 million yuan [2] - Over the past five days, the net inflow of major funds amounted to 153 million yuan [2]

Group 1 - Cathie Wood, founder and CEO of ARK Invest, purchased 108,238 shares of Figma stock through the ARKW ETF, valued at approximately $7,374,254, indicating strong confidence in the design platform's future [1] - The ARKK ETF acquired 131,700 shares of Intellia Therapeutics stock, totaling $1,542,207, continuing a recent trend of increasing holdings and reflecting long-term potential confidence [1] - Cathie Wood reduced holdings in Roku by selling 26,465 shares, valued at $2,606,008, consistent with a recent trend of divesting from the streaming device manufacturer [1]

②美国财长贝森特表示，将在劳动节前后与美联储主席候选人会面；相信普京与泽连斯基将举行双边会 晤； ④俄外长：俄方不拒绝任何形式的乌克兰问题谈判； ⑤日本防卫省要求编制史上最大规模的防卫预算； ⑥泽连斯基：已着手制定具体安保方案； ⑦马克龙：建议俄乌领导人会晤在瑞士日内瓦举行； 【市场动态】 【时政新闻】 ①特朗普：正在安排普京和泽连斯基的会面； ③欧洲理事会举行视频会议，讨论华盛顿乌克兰会谈成果； ②欧洲主要股指集体走高，截至发稿，英国富时100指数涨0.33%，法国CAC40指数涨近1%，德国DAX 指数涨0.22%，欧洲斯托克50指数涨0.75%； ③英特尔美股盘前涨近6%，小鹏汽车盘前涨逾3%； 【公司新闻】 ①软银与英特尔就收购合同芯片制造业务展开谈判； ②软银集团斥资20亿美元入股英特尔。 ①美股三大股指期货盘前涨跌不一，截至发稿，道指期货涨0.12%，标普500指数期货跌0.06%，纳指期 货跌0.14%； ...

Core Viewpoint - Qizhan Holdings (01808) announced the sale of a total of 19,500 shares of AMZN between August 15, 2024, and August 14, 2025, at prices ranging from $174.12 to $242.08, resulting in a total sale price of approximately $4.0019 million [1] Summary by Relevant Sections - The company's wholly-owned subsidiary, Qizhan Hong Kong, sold 19,500 shares of AMZN [1] - The average selling price per share of AMZN was approximately $205.23, excluding transaction costs [1] - As of the announcement date, the group holds 3,000 shares of AMZN [1]

Core Viewpoint - The article emphasizes the importance of understanding emotional control and self-discipline in stock trading, suggesting that only by mastering the ability to accept losses can one achieve long-term gains in the capital market [4][11]. Group 1: Emotional Challenges in Trading - Many traders struggle to hold onto profitable stocks due to fear of losing gains when a stock pulls back, leading to premature selling [3][8]. - Conversely, traders often hold onto losing positions, hoping for a turnaround, which can exacerbate losses [9][10]. - The article highlights that human emotions and instincts often lead to decisions that favor comfort over rational risk management [6][9]. Group 2: The Need for Self-Discipline - Successful trading requires overcoming natural instincts and emotional responses, which can hinder decision-making [7][8]. - The article advocates for deliberate practice and training to develop a disciplined trading mindset, which is essential for navigating the complexities of the market [11]. - It stresses that traders must confront their emotional tendencies and establish clear trading rules to avoid being swayed by feelings [10][11].

Core View - CoreWeave (NASDAQ:CRWV) reported Q2 earnings, resulting in a stock decline of over 20% following the announcement [1] - Despite missing earnings expectations, there are positive indicators within the earnings release [1] - There is a strong argument for considering the stock as a buying opportunity [1]

Group 1 - The stock of Rewei Co., Ltd. (603075) increased by 4.52% with a turnover rate of 27.97% and a trading volume of 287 million yuan, showing a fluctuation of 7.78% [2] - The net inflow of funds for the stock was 12.99 million yuan, with large orders contributing 8.11 million yuan and big orders contributing 4.89 million yuan over the day [2] - The stock was listed on the Shanghai Stock Exchange due to its high turnover rate, with a net purchase of 6.55 million yuan from the Shanghai-Hong Kong Stock Connect [2] Group 2 - As of August 11, the margin trading balance for the stock was 46.43 million yuan, with a financing balance of 46.41 million yuan and a securities lending balance of 0.026 million yuan [3] - The financing balance increased by 2.93 million yuan over the past five days, representing a growth of 6.75%, while the securities lending balance surged by 0.0217 million yuan, a significant increase of 496.61% [3] - In the first quarter, the company reported a revenue of 454 million yuan, reflecting a year-on-year growth of 8.56%, and a net profit of 68.82 million yuan, which is a 20.54% increase year-on-year [3]

Core Viewpoint - The article emphasizes the importance of understanding emotional control and self-discipline in stock trading, suggesting that only by mastering the ability to accept losses can one achieve long-term gains in the capital market [3][11]. Emotional Influence on Trading - Many traders struggle with holding onto profitable stocks during pullbacks due to fear and emotional responses, leading to premature selling [3][8]. - Conversely, traders often hold onto losing positions, hoping for a turnaround, which can exacerbate losses [9][10]. Self-Discipline and Decision Making - The article highlights that successful trading requires overcoming natural instincts and emotional biases, advocating for a disciplined approach to decision-making [4][8]. - It suggests that traders should train themselves to act decisively and without emotion, focusing on risk management rather than succumbing to comfort-seeking behaviors [9][11]. Practical Advice - The article encourages readers to reflect on their trading behaviors and to engage in deliberate practice to internalize the principles of disciplined trading [11]. - It stresses the need for continuous learning and adaptation in the face of market challenges, suggesting that traders are not alone in their struggles [11].

Group 1 - The latest stock price of Lianhua Technology is 11.10 yuan, an increase of 0.05 yuan from the previous trading day [1] - The stock opened at 10.99 yuan, reached a high of 11.38 yuan, and a low of 10.53 yuan, with a total trading volume of 1.5891 million hands and a transaction amount of 1.742 billion yuan [1] - On August 4, the stock experienced a rapid rebound, with a more than 2% increase within 5 minutes, reaching a price of 11.18 yuan and a transaction amount of 938 million yuan [1] Group 2 - Lianhua Technology's main business includes the research and production of pesticides and pharmaceutical intermediates, with applications in agriculture and medicine [1] - The company operates in sectors including pesticides, veterinary drugs, and Contract Research Organizations (CRO) [1] Group 3 - On the same trading day, the net outflow of main funds was 83.5027 million yuan, accounting for 0.83% of the circulating market value [1] - Over the past five trading days, there has been a cumulative net inflow of 143 million yuan, representing 1.42% of the circulating market value [1]

New Stock Listings - Dingjia Precision listed on July 31, 2025, with an issue price of 11.16[1] - Shenkai Co., Ltd. has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] Market Alerts - Xizang Tourism reported severe abnormal fluctuations on July 31, 2025[1] - A total of 30 companies have announced abnormal fluctuations in their stock prices recently[2] Financial Data - The report includes links to detailed announcements for each stock, providing transparency and access to further information[1] - The document lists various companies with their respective stock codes and announcement dates, indicating active market engagement[1]