7月29日，市场全天震荡走高，创业板指领涨。沪深两市全天成交额1.8万亿，较上个交易日放量609 亿。医药股集体大涨，CRO、创新药方向领涨，辰欣药业等多股涨停。CPO等算力硬件股震荡走强，中 际旭创等多股再创历史新高。截至收盘，沪指涨0.33%，深成指涨0.64%，创业板指涨1.86%。 ...

- The report does not contain any quantitative models or factors for analysis[1][2][3]

7月29日，A股市场主要指数全线飘红，科技成长风格表现亮眼，主线切换逻辑愈加清晰。 港股市场行业分化显著，医疗保健业涨3.77%，恒生港股通创新药精选指数大涨4.43%；工业、能源板 块分别涨1.34%、0.89%。资讯科技业跌0.72%，金融业跌0.59%，恒生港股通中国内地银行指数跌 1.51%。概念板块中反恐指数、CRO指数领涨，大气治理、券商板块跌幅居前。 当前市场呈现三大特征：一是结构性行情突出，科技成长与传统板块分化加剧；二是政策驱动效应显 著，工信部关于人工智能终端、人形机器人等产业政策的部署，以及国家育儿补贴政策落地，持续引导 资金流向硬科技及消费领域；三是资金博弈加剧，热点轮动从"赛道抱团"转向"细分领域轮动"，医药、 算力、半导体等板块交替成为领涨主线，同时港股与A股联动性增强，特别是在医药、银行等板块形成 跨市场共振。。 策略上，短期建议紧扣资金动向，关注业绩确定性强的创新药、半导体设备等板块，政策催化下的人工 智能终端产业链，以及暑期档超预期的影视传媒行业。 中期可布局产业变革带来的长期红利，重点把握三大方向：一是泛科技领域，包括半导体国产替代、算 力基础设施、人形机器人核心零部件；二 ...

多只QDII基金开启限购 年内"冠军基"已关门谢客 近日宣布限购的QDII产品不在少数。万家纳斯达克100指数发起式（QDII）于昨日起暂停大额申购业 务，单日单个基金账户累计申购基金的金额不超过50万元。国泰标普500ETF以及今年上半年公募业绩 冠军汇添富香港优势精选混合（QDII）昨日则直接"闭门谢客"，暂停接受任何申购。有业内人士表示， QDII产品的限购一般是出于投资额度的原因。当QDII投资额度不足时，基金需要进行限购。 (证券时 报) 7月以来多只在海外市场上市的中国股票ETF迎来资金大幅流入 7月以来，多只在海外市场上市的中国股票ETF迎来资金大幅流入，五只规模较大的ETF合计获得近30 亿美元资金净流入。与此同时，韩国散户对中国股票的投资热情持续升温，年内对中国股票的累计成交 额达到57.64亿美元。多家外资巨头近期也密集发声，认为多重利好因素将带动中国资产开启新一轮价 值重估周期。数据显示，7月以来，五只规模较大的海外中国股票ETF合计"吸金"27.53亿美元。具体来 看，截至7月25日，MSCI中国ETF-iShares资产规模为71.87亿美元，相较于6月底的63.95亿美元增长 12 ...

Market Overview - The A-share market saw all three major indices rise, with the Shenzhen Component Index and the ChiNext Index reaching new highs for the year. The Shanghai Composite Index increased by 0.33% to close at 3609.71 points, while the Shenzhen Component Index rose by 0.64% to 11289.41 points, and the ChiNext Index surged by 1.86% to 2406.59 points. The total trading volume in the Shanghai and Shenzhen markets reached 180.32 billion, an increase of 60.9 billion from the previous day [2]. Sector Performance - The concept of sectors is crucial for short-term trading, especially with the ongoing World Artificial Intelligence Conference, which has led to repeated speculation in related sectors. The pharmaceutical sector performed particularly well due to factors such as major overseas orders for innovative drugs and the issuance of fertility subsidies, with the CRO sector seeing a rise of 5.54% and significant trading volume [4][3]. Stock Movements - Some stocks experienced notable fluctuations, such as Tibet Tianlu and Xining Special Steel, both rising by 10%. China Power Construction saw a recovery from a 5% drop to close up by 1.85%, while China Energy Engineering fluctuated between a 3% drop and a 0.75% increase by the end of trading [6]. Market Dynamics - The market displayed a mixed performance, with significant declines in certain sectors like dairy, where Yili fell by 0.78% and Beiyinmei, which opened at a limit up, closed with a modest gain of 3.54%. The steel sector, however, showed strong gains, leading the market in increases [5][7]. Investment Sentiment - The market is characterized by a divide in investment strategies, with institutional investors favoring high-dividend value stocks, while retail investors and speculative funds engage in "hot potato" trading of concepts. This dynamic leads to rapid price movements, with some stocks experiencing gains of 20% to 30% in a single day [8][9]. Conceptual Trading - The case of Hengsheng Electronics illustrates the market's focus on concepts over fundamentals, as it saw a significant price increase despite having a high price-to-earnings ratio of 570 times, indicating a disconnect between stock price and actual performance [9][10]. Conclusion - The current market environment is marked by a search for concepts, with the Shanghai Composite Index stabilizing around 3600 points. The performance of major weighted stocks will be crucial in maintaining market stability, as most individual stocks are experiencing downward pressure [11][12].

Market Overview - The main indices showed positive performance today, with the Shanghai Composite Index increasing by 0.33%, the Shenzhen Component Index rising by 0.64%, and the ChiNext Index up by 1.86% [1] - Among the Shenwan first-level industries, the top performers were Communication, Steel, and Pharmaceutical & Biological sectors, while Light Industry Manufacturing, Environmental Protection, and Commercial Retail lagged behind [1] - Concept sectors performed variably, with CRO, Medical Services, and Tibet Revitalization concepts showing relatively strong performance, whereas the Chicken Industry, Insurance, and Banking concepts performed poorly [1]

【导读】苹果首次在华关停直营店 中国基金报记者泰勒 大家好，简单关注下今天市场发生了什么。 苹果首次关闭中国零售店 7月29日，苹果公司将首次关闭其在中国的一家零售店，这标志着这家 iPhone制造商在这一力求重振销量的市场中出现一次显著的收缩。 苹果表示，将于8月9日关闭位于大连市中山区百年城购物中心的零售店，理由是该购物中心的环境发生变化。苹果在大中华区约有56家零售店，占其全球 530多家门店总数的逾10%。 苹果在声明中表示："我们始终致力于为所有顾客提供卓越的体验，无论是在网上，还是在大中华区50多家苹果零售店中。鉴于百年城购物中心多家零售 商相继撤离，我们决定关闭在那里经营的门店。" 此次关闭的门店是苹果在大连市的两家门店之一。另一家位于奥林匹克66购物中心的门店将继续营业。苹果表示，被关闭门店的员工将有机会调往其他地 点工作。这两家门店相距约10分钟路程。 总体而言，苹果正寻求在中国市场实现反弹。今年第二财季（截至3月29 日）苹果在中国的销售额下降2.3%至160亿美元，低于分析师预期的168 亿美 元。 另据报道，苹果将于8月16日在深圳前海万象汇开设新店，并计划在未来一年于北京和上海开设更 ...

Group 1 - Apple is set to close its first retail store in China, located in Dalian, due to changes in the shopping center environment, marking a significant contraction in its efforts to boost sales in this market [3][4] - The closure will take effect on August 9, and Apple has approximately 56 retail stores in Greater China, accounting for over 10% of its global total of more than 530 stores [3] - Despite the closure, Apple plans to open a new store in Shenzhen on August 16 and aims to establish more locations in Beijing and Shanghai over the next year [3][4] Group 2 - In the second fiscal quarter ending March 29, Apple's sales in China decreased by 2.3% to $16 billion, falling short of analysts' expectations of $16.8 billion [3] - The company is also becoming more cautious regarding lease renewals, as evidenced by the simultaneous announcement of store closures in the UK and other locations [5] - Overall, Apple's retail expansion has slowed since the pandemic, with a greater focus on online store openings in new markets like India and Saudi Arabia, as well as upgrading or relocating existing stores [4]

| 代码 | 名称 | 涨幅+ | 现价 | | --- | --- | --- | --- | | 837344 | 三元基因 | +20.76% | 34.84 | | 300149 | 雪智医药 | +20.02% | 13.61 | | 300725 | 药石科技 | +18.77% | 53.10 | | 688189 | 图新制药 | +17.01% | 11.90 | | 688513 | 苑东生物 | +15.45% | 65.92 | | 300683 | 海特生物 | +15.28% | 50.61 | | 688321 | 微芯生物 | +12.85% | 38.37 | | 430047 | 诺思兰德 | +11.14% | 25.25 | | 603229 | 奥翔药业 | +10.02% | 10.54 | | 002370 | 亚太药业 | +10.02% | 6.81 | | 603367 | 辰欣药业 | +10.01% | 25.93 | | 603456 | 九洲药业 | +10.01% | 19.68 | | 601089 | 福元医药 | 49.99% | 22.90 ...

Market Overview - The market experienced a strong upward trend, with the ChiNext Index leading the gains, closing up by 1.86% [1] - The total trading volume for the Shanghai and Shenzhen stock exchanges reached 1.8 trillion, an increase of 609 billion compared to the previous trading day [1] Sector Performance - The pharmaceutical sector saw significant gains, particularly in the CRO (Contract Research Organization) and innovative drug segments, with stocks like Chenxin Pharmaceutical hitting the daily limit [1] - CPO (Computing Power Optimization) and related hardware stocks also showed strong performance, with companies like Zhongji Xuchuang reaching new historical highs [1] - Super water and electricity concept stocks rebounded in the afternoon, with Tibet Tianlu hitting the daily limit [1] - The top-performing sectors included CRO, steel, CPO, and advanced packaging, while insurance, pork, banking, and agriculture sectors faced declines [1] Index Performance - The Shanghai Composite Index rose by 0.33%, closing at 3609.71 [2] - The Shenzhen Component Index increased by 0.64%, closing at 11289.41 [2] - The ChiNext Index gained 1.86%, closing at 2406.59 [2] Market Statistics - The limit-up rate was recorded at 65.00%, with 43 stocks hitting the limit and 23 stocks touching the limit-down [5] - The opening rate was 58%, with a profit rate of 49% [5]