点击链接→《 百万体验金狂送！本周，再抽888元！ 》，在文章评论区参与互动，有机会赢 888元红包！ 7月A股"翻身"行情成色足，券商金股整体表现也较为优异，每市App收录的30家券商金股组 合收益率全部为正。 其中，平安证券的金股组合以16.57%的涨幅排在第一位；开 源证券、 财通证券分列二、三 位，上月金股组合收益超过10%。 个股方面，涨幅最大的金股是平安证券推荐的康辰药业，7月涨幅达106.74%；博瑞医药、康 方生物、苑东生物也涨幅居前。 最牛金股7月大涨106.74% 回顾7月金股表现，每市App数据显示，平安证券推荐的康辰药业以106.74%的月涨幅成为当 月最牛金股；由东吴证券推荐的博瑞医药以82.05%的月涨幅排名第二；排名第三的是由 东 北证券 推荐的康方生物，当月涨幅为68.13%。 此外，由平安证券推荐的苑东生物、由长江证券推荐的东山精密、中银证券推荐的极兔速递- W、东兴证券推荐的统联精密当月涨幅也超50%。 | 股票名称 | 7月涨幅 | 推荐券商 | | --- | --- | --- | | 康辰药业 | 106. 74% | 平安证券 | | 博瑞医药 | 82. 05% ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index reaching a new high for the year, closing up 0.17% at 3615.72 points, while the Shenzhen Component and ChiNext Index fell by 0.77% and 1.62%, closing at 11203.03 points and 2367.68 points respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 184.43 billion yuan, an increase of 41.1 billion yuan compared to the previous day [2] Sector Performance - The mining, shipbuilding, tourism, food and beverage, and commercial retail sectors saw the largest gains, while the battery, diversified finance, minor metals, engineering machinery, and power equipment sectors experienced declines [2] Market Dynamics - The market exhibited a volatile trading pattern, particularly after the Shanghai Composite Index hit a key resistance level of 3674 points, leading to profit-taking and increased market caution due to upcoming U.S.-China tariff negotiations [7] - Despite the fluctuations, the overall market sentiment remains bullish, with analysts suggesting patience as the market continues to stabilize [8] Financing Data - As of July 29, the market's financing balance reached 1.97 trillion yuan, an increase of 15.32 billion yuan from the previous trading day, indicating healthy inflow of leveraged funds [9] New Stock Performance - The newly listed stock N Hanguo surged by 418.47% after initially reaching a maximum increase of 677.71%, reflecting strong market interest even amid broader market adjustments [12][14] Investment Themes - Analysts from Guojin Securities highlight three key investment themes: 1. Upstream resource products benefiting from increased global demand and domestic policy support [15] 2. Non-bank financials expected to outperform due to improving capital returns [16] 3. Consumer sectors poised for growth due to supportive domestic policies, particularly in food and household appliances [16]