AI产业链相关板块逆势活跃 商报讯 （记者 苗露） 昨日是7月最后一个交易日，市场整体疲弱，A股遭遇全天震荡调整，三大指数均 出现大幅跳水。截至下午收盘，上证指数跌1.18%，失守3600点；创业板指跌1.66%；深证成指跌 1.73%。全市场成交额逼近2万亿元，较前一交易日放量909亿元。场内个股跌多涨少，近4300股飘绿。 港股亦下挫，恒生指数跌超1%。 盘面上，智谱AI、液冷服务器、辅助生殖板块等大科技、医药生物相关板块逆势走高，钢铁、煤炭、 保险等顺周期板块调整。 要说昨日市场中最亮眼的星，AI产业链相关概念板块当仁不让，液冷服务器、CPO概念等板块盘中集体 拉升，让投资者颇为振奋。 辅助生殖概念爆发 昨日还有一个概念板块拉升明显，那便是辅助生殖概念板块。 据同花顺（300033）数据，昨日辅助生殖概念盘中走势活跃，虽午后有所回调，截至下午收盘时依旧保 持1.72%的整体涨幅，位列当日行业概念板块排名第三，近一月涨幅高达15.36%。成分股中，安科生物 （300009）、共同药业（300966）、利德曼（300289）20%涨停，广生堂（300436）涨超18%，汉商集 团（600774）亦涨停，还有 ...

亚商投顾熊舞老师提醒大家：股市有风险，投资需要多加小心，避免不必要的风险。 一、大盘 深证成指今日延续调整，且跌幅超1.5%。从技术面来看，K线短期形成顶分型形态，且失守5日和10日均线，此外MACD指标白线拐头向下，红柱体也是快 速缩短，势能衰竭，短期走弱迹象明显。前几日复盘也是一直和大家强调，近期指数连续拉升，临近前高压力区，小心获利盘的兑现和抛压盘的释放，这不 调整说来就来，所以投资既要看到机会，也要学会看到风险，不能一味的乐观，该谨慎的时候还要谨慎。当然，对于中期向好的走势来看，下跌调整也是机 会的释放，低吸便宜筹码岂不快哉！ 3.市场情绪 两市上涨1016左右，下跌4287左右，涨跌比大致1：4，市场表现较差。 涨停及涨幅10%以上个股59家左右，跌停及跌幅10%以上的非ST股11家，短线情绪再度降温。 1.盘面 上证指数早盘小幅低开，随后震荡下行，午后跌幅扩大，截止收盘，指数下跌1.18%，收出中阴线，全天成交额8459亿，相比上交易日的8196亿，增加了 263亿。 深证成指早盘几乎平开，随后震荡调整，午后单边下行，截止收盘，指数下跌1.73%，收出大阴线，全天成交额1.02万亿，相比上交易日的 ...

7月31日，三大指数全天震荡下行，尾盘跌幅略有收窄，截至收盘，沪指跌1.18%，深证成指跌1.73%， 创业板指跌1.66%。 盘面上看，煤炭、钢铁、船舶、石油、化纤、房地产、有色金属、证券、保险、水产品概念、锂矿概念 等跌幅居前；医药板块逆市走强，南新制药、安科生物等多只个股涨停；液冷服务器概念、辅助生殖概 念、人脑工程概念、华为算力、军贸概念等涨幅居前。全市场成交金额近2万亿元，超4200只个股下 跌。 个股方面，值得注意的是，今日复牌的*ST广道尾盘涨停，走出30cm"地天板"行情，该股此前连续涨 停，随后停牌核查，今早以跌停价开盘。 昨晚（7月30日），*ST广道公告，公司股票于2025年7月31日开市起复牌。公司存在被实施重大违法强 制退市的风险。公司于2024年12月4日被中国证监会立案调查。公司于2025年6月13日收到中国证监会 《行政处罚事先告知书》(【2025】12号)，根据《告知书》认定情况，公司可能被实施重大违法强制退 市。 另外，7月31日午后辅助生殖概念走强，其中，A股共同药业、利德曼、安科生物20CM涨停，汉商集 团、罗欣药业涨停，达嘉维康、新光药业盘中涨超13%，翰宇药业一度涨 ...

7月31日，A股震荡走弱，市场逾4200股飘绿，全天成交1.9万亿，较上日放量917.6亿元。截至收盘，沪 指跌1.18%，深成指跌1.73%，创业板指跌1.66%。 市场分析认为，指数走弱或与三方面因素有关： 1、美联储议息会议不确定性引发全球风险资产波动； 2、政策预期与市场技术性回调压力； 3、资金利率抬升引发债市调整，压制股市风险偏好。 开源证券认为，市场突破后，虽然分歧仍然存在，但对于指数的长期突破维持乐观判断，形态类似"中 枢缓慢上行的震荡市"。短期指数临近关键点位，市场博弈加剧，警惕短期回调的风险。 盘面上，AI硬件股集体走强，中际旭创再创历史新高，联特科技、天孚通信等跟涨；液冷服务器概念 拉升，英维克、冰轮环境涨停；婴童、辅助生殖概念延续强势，阳光乳业、安正时尚走出3连板，共同 药业、汉商集团涨停；创新药概念股持续活跃，南新制药、奇正藏药、安科生物涨停，海特生物等跟 涨。下跌方面，钢铁、煤炭股集体走低，有色金属等板块指数跌幅居前。 展望后市，东方证券认为，当前A股市场呈现持续震荡攀升态势，量能配合较为充沛，市场赚钱效应吸 引增量资金入场，谨慎乐观情绪持续积聚，市场暂时没有转向风险，沪综指360 ...

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [1][2] Sector Performance - Sectors such as steel, energy metals, coal mining and processing, photovoltaic equipment, and film and television cinema saw declines, while the liquid cooling server sector showed strong performance [4] - The innovative drug concept continued to perform well, with several stocks including Nanxin Pharmaceutical, Anke Bio, and Aoxiang Pharmaceutical hitting the daily limit [4] - The liquid cooling server concept had multiple stocks, including Yingweike and Icewheel Environment, reaching the daily limit [4][5] Capital Flow - Major funds saw net inflows in sectors like banking, computers, and traditional Chinese medicine, while there were net outflows in mining, paper printing, and electronic components [6] - Specific stocks such as 360, Yidian Tianxia, and Yongyou Network received net inflows of 1.133 billion yuan, 889 million yuan, and 881 million yuan respectively [6] - Conversely, Baogang Group, Dongfang Fortune, and CATL faced net outflows of 1.868 billion yuan, 1.697 billion yuan, and 1.663 billion yuan respectively [6] Institutional Insights - Galaxy Securities suggests not to make bullish moves while the Shanghai Composite Index is below the 5-day moving average, indicating a high probability of filling the gap [6] - Everbright Securities notes that market sentiment remains active, with fluctuations being a normal adjustment within the trend [7] - CITIC Securities maintains that the index is expected to continue its upward trend despite short-term fluctuations [7]

7月31日，，市场全天震荡调整，三大指数均跌超1%。上证指数报收3573.21点，跌1.18%，深成指报收11009.77点，跌1.73%，创业板指报收2328.31点，跌 1.66%。沪深两市成交额合计1.94万亿元，较上一交易日放量约917.56亿元。全市场1061只股票上涨、4287只股票下跌，其中49只涨停、6只跌停。 盘面上，市场热点较为凌乱，创新药概念反复走强，南新制药等多股涨停；AI应用端全天逆势活跃，易点天下等涨停；AI硬件股表现分化，液冷服务器概 念全天强势，英维克等涨停；下跌方面，钢铁、有色等顺周期方向集体走弱，安阳钢铁跌超7%。大金融板块全天低迷，中银证券跌超5%。 板块方面，液冷服务器、辅助生殖、谷歌，生物制品、化学制药、计算机等行业以及概念涨幅居前；水产、PTA、铁矿石、能源金属、钢铁、小金属等行业 以及概念跌幅居前。 ...

收评：A股7月收官！创业板指涨超8% 沪指3600点得而复失 智通财经7月31日电，市场全天震荡调整，三大指数均跌超1%。本月市场总体呈现震荡攀升态势，三大指数月线均收涨，其中创业板指本月累计涨超8%， 沪指3600点整数关得而复失。今日沪深两市全天成交额1.94万亿，较上个交易日放量917亿。盘面上，市场热点较为凌乱，个股跌多涨少，全市场超4200只 个股下跌。从板块来看，创新药概念反复走强，南新制药等多股涨停；AI应用端全天逆势活跃，易点天下等涨停；AI硬件股表现分化，液冷服务器概念全 天强势，英维克等涨停；下跌方面，钢铁、有色等顺周期方向集体走弱，安阳钢铁跌超7%。大金融板块全天低迷，中银证券跌超5%。板块方面，辅助生 殖、液冷IDC、信创、华为昇腾等板块涨幅居前，钢铁、煤炭、有色、影视等板块跌幅居前。截至收盘，沪指跌1.18%，深成指跌1.73%，创业板指跌 1.66%。 1.94万亿 | +918亿 涨停表现 封板率 封板 43 触及 30 62.00% 昨涨停今表现 1.50% 高开率 62% 获利率 52% ...

Market Overview - On July 15, A-shares showed mixed performance with the Shanghai Composite Index barely holding above 3500 points, closing down 0.42% at 3505.00 points, while the Shenzhen Component Index rose 0.56% to 10744.56 points, and the ChiNext Index increased by 1.73% to 2235.05 points [2] - The total trading volume across the Shanghai, Shenzhen, and Hong Kong markets reached 16,350 billion yuan, an increase of 1,541 billion yuan compared to the previous day [2] AI Industry Chain - The AI sector saw a collective surge, particularly in ERP concepts and AI hardware, with companies like Dingjie Zhizhi and Yonyou Network hitting the daily limit [3] - Newyi Sheng announced a significant profit forecast for the first half of the year, expecting a net profit of 3.7 billion to 4.2 billion yuan, representing a year-on-year increase of 327.68% to 385.47% [3] - Nvidia's announcement regarding the resubmission of its H20 GPU sales application and the introduction of a new RTX PRO GPU compatible with China further fueled the AI sector's momentum [3][4] Real Estate and Urbanization - The real estate and new urbanization sectors experienced a notable rally, with stocks like Tianbao Infrastructure and China New Group hitting the daily limit [5] - The Central Urban Work Conference highlighted a shift in urbanization from rapid growth to stable development, emphasizing quality over quantity in urban development [6] - Data from the National Bureau of Statistics indicated a continued decline in housing prices across major cities, with first-tier cities seeing a year-on-year decrease of 1.4%, a reduction of 0.3 percentage points from the previous month [6] Market Outlook - According to Industrial Securities, the market is expected to find structural highlights as the macro environment stabilizes, with a focus on sectors like steel, chemicals, and non-ferrous metals during the traditional high-performance window from July to August [7] - Zheshang Securities noted that the current market sentiment is strong, with the Shanghai Composite Index showing a "bullish divergence" pattern, suggesting limited downside potential even if a correction occurs [7]

Market Overview - The Shanghai Composite Index closed at 3505.00 points, down 0.42%, while the Shenzhen Component Index rose 0.56% to 10744.56 points, and the ChiNext Index increased by 1.73% to 2235.05 points [3] - Overall, the market showed a mixed performance with over 4000 stocks declining, indicating a bearish sentiment [2] Key Sectors CPO Concept - The CPO concept stocks, including companies like New Yisheng and Dongtian Micro, experienced significant gains, with New Yisheng forecasting a net profit of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47% [4] - The strong performance in the CPO sector reflects the ongoing high demand in the computing power industry, with several companies reporting rapid growth [4] Liquid Cooling Server Concept - The liquid cooling server sector also saw strong performance, with stocks like Bohui Co. and Shuangshuang hitting the daily limit [2] AI Intelligent Body Concept - Stocks related to AI, such as Dingjie Smart, surged, with Dingjie Smart reaching the daily limit of 20% [2] Power and Silicon Energy Sectors - The power sector continued to decline, with significant losses, while the silicon energy sector also faced downturns, with companies like Hongbai New Materials hitting the daily limit down [2][3] Institutional Insights - Citic Securities indicated that if the Federal Reserve unexpectedly lowers interest rates, the probability of a rate cut in China in August will significantly increase, potentially serving as a catalyst for market growth [8] - According to招商证券, the trend of "anti-involution" is seen as a key driver for market indices, suggesting that companies are reducing capital expenditures and clearing excess capacity, which may improve economic supply-demand relationships and attract long-term capital inflows [8]