Group 1 - The core point of the article highlights the financing activities related to China Rare Earth, with a total financing buy amount of 3.90 billion yuan on July 29, ranking 59th in the two markets [1] - Over the recent three trading days from July 25 to July 29, China Rare Earth experienced financing buy amounts of 7.31 billion yuan, 7.40 billion yuan, and 3.90 billion yuan respectively [1] - On the same day, the securities lending saw a sell-off of 0.17 thousand shares, with a net buy of 1.34 thousand shares [2]

策略研究/策略周报 美债收益率继续上行，融资买入额回落 ——流动性 5 月第 2 期 ◼ 内容要点 上周（5.12-5.16）国内 2 年期、10 年期国债收益率上行；美国 2 年期、 10 年国债收益率继续上行，美元指数上行，中美 10 年国债利差边际 走扩；上周融资买入额回落，南向资金流小幅净流出。 ◼ 宏观流动性 国内：上周（5.12-5.16）2 年期、10 年期国债收益率上行，10 年期与 2 年期国债利差收窄。上周央行公开市场净回笼 4751 亿元，MLF 净 投放 0 亿元。 国外：上周（5.12-5.16）2 年期、10 年期美债收益率继续上行，美元 指数上行，中美 10 年期国债利差边际走扩。上周 10 年期美债收益率 上行至 4.43%，美元指数升至 100.98。截至 5 月 16 日，中美 10 年期 国债利差走扩至-2.75%。 ◼ 市场流动性 公募基金：2025 年 5 月新成立 40 只基金，其中 26 只为股票型基金。 截至 5 月 16 日，2025 年 5 月新成立基金 40 只，24 年 5 月为 94 只； 其中，5 月新成立股票型基金 26 只，发行总额约 101 亿 ...

多图速览>> | 指数 | 周五涨跌幅 | 周五收盘点数 | 周五成交额(亿元) | 近一周涨跌幅 | स्ट | | --- | --- | --- | --- | --- | --- | | 上证指数 | -0.30% | 3342 | 4649 | 1.92% | | | 深证成指 | -0.69% | 10127 | 7271 | 2.29% | - | | 北证50 | -0.12% | 1379 | 305 | 3.62% | 3 | | 科创50 | -1.96% | 1006 | 236 | -0.60% | | | 创业板指 | -0.87% | 2012 | 3360 | 3.27% | | | 上证50 | 0.17% | 2684 | 603 | 1.93% | | | 沪深300 | -0.17% | 3846 | 2167 | 2.00% | | ►牛熊股：25股周涨超30%，这只军工股周涨幅居首 Wind数据显示，本周（5月5日至5月9日）共有25只个股涨幅超30%，10只个股涨超40%。 军工板块本周涨幅居前，概念股七丰精工涨幅居首，周涨幅达79.25%。晨曦航空、华伍股份、航 ...

Core Insights - The behavior of margin traders has attracted significant market attention, with investors hoping to capture investment opportunities from their activities [1] Group 1: Margin Trading Data - On May 8, a total of 3,663 stocks received margin buying funds, with the top three stocks being Xinyi Technology (¥1.425 billion), Zhongji Xuchuang (¥1.053 billion), and Shenghong Technology (¥807 million) [1] - The table lists stocks with the highest margin buying amounts, including Tiancheng Technology (¥15.75 million), Xingqiu Graphite (¥8.83 million), and Lianyu Co. (¥15.27 million), showing their respective transaction amounts and margin buying ratios [1] - Margin buying accounted for significant percentages of total transaction amounts for various stocks, with Tiancheng Technology at 28.65%, Xingqiu Graphite at 28.51%, and Lianyu Co. at 28.15% [1] Group 2: Stock Performance - The price changes of stocks with high margin buying varied, with some stocks experiencing gains, such as Tiancheng Technology (1.47%) and Xingqiu Graphite (2.39%), while others like Fuliwang saw a decline (-3.29%) [1][2] - The data indicates that margin buying can correlate with stock performance, as seen in the fluctuations of the stocks listed [1][2]