Group 1 - On July 31, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 300.8 billion yuan, with the ChiNext board seeing a net outflow of 153.23 billion yuan and the CSI 300 index stocks a net outflow of 107.63 billion yuan [1] - Among the 29 declining industries, the steel industry had the largest drop at 4.08%, followed by non-ferrous metals and real estate, both exceeding 3% [1] - Seven industries saw net inflows of main funds, with the computer industry leading at a net inflow of 13.3 billion yuan, followed by media and banking with net inflows of 6.27 billion yuan and 5.87 billion yuan respectively [1] Group 2 - A total of 67 stocks had net inflows exceeding 100 million yuan, with 14 stocks seeing net inflows over 300 million yuan [2] - The AI application stock Yidian Tianxia had the highest net inflow at 9.09 billion yuan, driven by a surge in the AI application sector [2][3] - The stock of Shenzhou Digital saw a net inflow of 7.53 billion yuan, benefiting from its focus on AI business development [2] Group 3 - The top stocks with net inflows included Yidian Tianxia (9.09 billion yuan), Shenzhou Digital (7.53 billion yuan), and Tuowei Information (6.17 billion yuan) [3] - Conversely, over 110 stocks experienced net outflows exceeding 100 million yuan, with leading stocks like Ningde Times and Dongfang Wealth seeing net outflows over 16 billion yuan each [4][5] Group 4 - In the tail end of trading, the main funds saw a net outflow of 94.92 billion yuan, with the ChiNext board experiencing a net outflow of 48.63 billion yuan [6] - The stocks with the highest net inflows at the close included Innovation Medical and Changcheng Military Industry, both exceeding 1 billion yuan [6][7] Group 5 - The stocks with the largest net outflows at the close included Ningde Times (5.31 billion yuan), Dongfang Wealth (2.73 billion yuan), and BYD (1.44 billion yuan) [9]

Group 1 - The main point of the news is that on July 31, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 300.8 billion yuan, with the ChiNext board seeing a net outflow of 153.23 billion yuan and the CSI 300 index stocks a net outflow of 107.63 billion yuan [1] - Among the 7 industries that received net inflows, the computer industry led with a net inflow of 1.33 billion yuan, followed by the media and banking sectors with net inflows of 627 million yuan and 587 million yuan respectively [1] - The steel industry had the largest decline at 4.08%, while the non-ferrous metals and real estate sectors also saw significant declines of over 3% [1] Group 2 - AI application stocks, particularly Yidian Tianxia, saw a net inflow of 909 million yuan, marking a significant increase as the stock hit its daily limit [2] - The H20 chip order from Nvidia to TSMC is expected to boost domestic capital expenditure and accelerate AI application demand [2] - Shenzhou Digital, part of the Huawei Ascend industrial chain, experienced a net inflow of 753 million yuan, reflecting its proactive approach to capitalize on AI industry opportunities [2] Group 3 - A total of 67 stocks saw net inflows exceeding 100 million yuan, with 14 stocks having net inflows over 300 million yuan [1] - Conversely, over 110 stocks experienced net outflows exceeding 100 million yuan, with leading stocks like CATL and Oriental Fortune seeing outflows over 1.6 billion yuan [5] - The top net outflow stocks included CATL with 1.69 billion yuan and Oriental Fortune with 1.68 billion yuan [6] Group 4 - In the tail end of trading, the main funds saw a net outflow of 94.92 billion yuan, with the ChiNext board experiencing a net outflow of 48.63 billion yuan [7] - Notably, Innovation Medical and Great Wall Military Industry had net inflows exceeding 100 million yuan, with Great Wall Military Industry hitting its daily limit and reaching a historical high [7]

一、市场指数与成交额：缩量调整，三大指数均跌 今日 A 股市场三大指数早盘涨跌不一，截至收盘，上证指数 收 328 6 . 6 5 点，跌幅 0.0 5 % ，成交额约 4309 亿元；深证成指 收 98 49.80 点， 跌 幅 0.0 5 % ，成交额约 5912 亿元；创业板指 收 193 1 . 94 点， 跌 幅 0. 13 % ，成交额约 2707 亿元。总体来看，全 市场个股涨多跌少，超 3 500 只个股上涨 。沪深 两 市成交额达 1 万亿元，较上日此时缩量 300 亿元 。 二、盘面方面，机器人PEEK 方向受资金追捧 从盘面表现来看，今日涨幅靠前的板块呈现出明显的结构性特征。 PEEK 材料概念股爆发， 成为市场最大亮点，聚赛龙、新瀚新材、中欣氟材等多股涨停。该板块的走强主要得益于行业 自身的发展潜力以及市场对新材料领域的持续关注。随着科技的不断进步， PEEK 材料在航 空航天、汽车制造、电子信息等领域的应用前景愈发广阔，其优异的性能使得相关企业的市场 预期不断提升 。 宠物经济、人形机器人、 CRO 、医美、 AI 算力等题材也涨幅居前。其中，人形机器人板块 的上涨与行业技术的突破以 ...