Core Viewpoint - The article emphasizes the importance of understanding emotional control and self-discipline in stock trading, suggesting that only by mastering the ability to accept losses can one achieve long-term gains in the capital market [4][11]. Group 1: Emotional Challenges in Trading - Many traders struggle to hold onto profitable stocks due to fear of losing gains when a stock pulls back, leading to premature selling [3][8]. - Conversely, traders often hold onto losing positions, hoping for a turnaround, which can exacerbate losses [9][10]. - The article highlights that human emotions and instincts often lead to decisions that favor comfort over rational risk management [6][9]. Group 2: The Need for Self-Discipline - Successful trading requires overcoming natural instincts and emotional responses, which can hinder decision-making [7][8]. - The article advocates for deliberate practice and training to develop a disciplined trading mindset, which is essential for navigating the complexities of the market [11]. - It stresses that traders must confront their emotional tendencies and establish clear trading rules to avoid being swayed by feelings [10][11].

Core View - CoreWeave (NASDAQ:CRWV) reported Q2 earnings, resulting in a stock decline of over 20% following the announcement [1] - Despite missing earnings expectations, there are positive indicators within the earnings release [1] - There is a strong argument for considering the stock as a buying opportunity [1]

热威股份(603075)今日上涨4.52%，全天换手率27.97%，成交额2.87亿元，振幅7.78%。龙虎榜数据显 示，沪股通净买入655.36万元，营业部席位合计净卖出532.18万元。 上交所公开信息显示，当日该股因日换手率达27.97%上榜，沪股通净买入655.36万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.05亿元，其中，买入成交额为5295.42 万元，卖出成交额为5172.23万元，合计净买入123.18万元。 热威股份8月12日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 2656.48 | | | 买二 | 中信证券股份有限公司上海分公司 | 925.54 | | | 买三 | 广发证券股份有限公司上海玉兰路证券营业部 | 711.17 | | | 买四 | 中国国际金融股份有限公司上海分公司 | 566.98 | | | 买五 | 广发证券股份有限公司上海张江路证券营业部 | 435.25 | | | 卖一 | ...

Core Viewpoint - The article emphasizes the importance of understanding emotional control and self-discipline in stock trading, suggesting that only by mastering the ability to accept losses can one achieve long-term gains in the capital market [3][11]. Emotional Influence on Trading - Many traders struggle with holding onto profitable stocks during pullbacks due to fear and emotional responses, leading to premature selling [3][8]. - Conversely, traders often hold onto losing positions, hoping for a turnaround, which can exacerbate losses [9][10]. Self-Discipline and Decision Making - The article highlights that successful trading requires overcoming natural instincts and emotional biases, advocating for a disciplined approach to decision-making [4][8]. - It suggests that traders should train themselves to act decisively and without emotion, focusing on risk management rather than succumbing to comfort-seeking behaviors [9][11]. Practical Advice - The article encourages readers to reflect on their trading behaviors and to engage in deliberate practice to internalize the principles of disciplined trading [11]. - It stresses the need for continuous learning and adaptation in the face of market challenges, suggesting that traders are not alone in their struggles [11].

Group 1 - The latest stock price of Lianhua Technology is 11.10 yuan, an increase of 0.05 yuan from the previous trading day [1] - The stock opened at 10.99 yuan, reached a high of 11.38 yuan, and a low of 10.53 yuan, with a total trading volume of 1.5891 million hands and a transaction amount of 1.742 billion yuan [1] - On August 4, the stock experienced a rapid rebound, with a more than 2% increase within 5 minutes, reaching a price of 11.18 yuan and a transaction amount of 938 million yuan [1] Group 2 - Lianhua Technology's main business includes the research and production of pesticides and pharmaceutical intermediates, with applications in agriculture and medicine [1] - The company operates in sectors including pesticides, veterinary drugs, and Contract Research Organizations (CRO) [1] Group 3 - On the same trading day, the net outflow of main funds was 83.5027 million yuan, accounting for 0.83% of the circulating market value [1] - Over the past five trading days, there has been a cumulative net inflow of 143 million yuan, representing 1.42% of the circulating market value [1]

New Stock Listings - Dingjia Precision listed on July 31, 2025, with an issue price of 11.16[1] - Shenkai Co., Ltd. has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] Market Alerts - Xizang Tourism reported severe abnormal fluctuations on July 31, 2025[1] - A total of 30 companies have announced abnormal fluctuations in their stock prices recently[2] Financial Data - The report includes links to detailed announcements for each stock, providing transparency and access to further information[1] - The document lists various companies with their respective stock codes and announcement dates, indicating active market engagement[1]

Group 1 - The core point of the news is that Qianhong Pharmaceutical has attracted significant attention from various institutional investors in recent trading days, indicating potential interest in the stock [1] - The top buyer, a special seat from the Shenzhen Stock Connect, invested 245.44 million yuan, with a historical three-day price increase probability of 45.10% for stocks it has previously engaged with [1] - Other notable buyers include Lianhe Securities and Kaiyuan Securities, with their respective historical three-day price increase probabilities being 47.06% and close to 50% [1] Group 2 - The selling side shows a clear differentiation, with the Shenzhen Stock Connect special seat leading at 168.62 million yuan, while Guotai Junan Securities follows closely at 166.53 million yuan, which has a three-day price increase probability of 40.25% [1] - Kaiyuan Securities and Lianhe Securities also appear on the selling list, indicating some short-term trading characteristics among certain funds [1] - An institutional special seat appeared as the fifth seller with an investment of 67.10 million yuan, having a historical three-day price increase probability of 43.02% [2]

Group 1 - Major stock indices are experiencing declines, with Dow futures down 0.20%, S&P 500 futures down 0.48%, and Nasdaq futures down 0.63% [1] - Tesla's stock dropped over 7% following Elon Musk's announcement to form a third political party, raising concerns among investors about potential impacts on the company's stock price [1] - Alibaba's stock fell over 1% amid a fierce competition in the food delivery market with Meituan, as both companies are offering substantial discounts to attract users [1] Group 2 - Shell's stock declined over 3% after the company reported weak second-quarter data, with lower-than-expected earnings from downstream operations [2] - Bank of America downgraded Stellantis' rating to neutral due to concerns over its European business and anticipated weak performance, projecting a 15% year-over-year decline in revenue for the first half [2] - JPMorgan expressed caution regarding the future of stablecoins, predicting the market size will only reach $500 billion by 2028, citing a lack of mainstream adoption [2] Group 3 - Retail investors in the U.S. achieved a record high in stock trading, with total transactions exceeding $6.6 trillion in the first half of 2025 [3] - Oracle is offering significant discounts on its licensed software and cloud services to U.S. government agencies, with a 75% discount on software [3]

Core Viewpoint - Global funds net sold 8.54 billion rupees worth of Indian stocks before the trading day [1] Group 1 - The net sale of Indian stocks by global funds indicates a potential shift in investor sentiment towards the Indian market [1] - The amount sold, 8.54 billion rupees, reflects significant capital outflow from the Indian equity market [1] - This trend may suggest concerns regarding market conditions or economic outlook in India [1]

Group 1 - The management and board members of a company often make poor judgments regarding their own stock due to their deep familiarity with the company's weaknesses and operations, which can lead to a lack of understanding of market dynamics [1] - The role of a CEO in the stock market is akin to that of a cheerleader, as they must reassure investors about the company's performance, even in the face of declining sales or profits, attributing issues to temporary factors [3] - Key investment strategy involves entering positions near critical reversal or continuation price levels, with decisions to buy or sell based on stock movements around these key levels [3][4] Group 2 - Once a stock breaks through a critical price level and begins to rise, the investor may feel more secure in holding the position, as they are aligned with market movers [4] - If the stock moves contrary to the investor's expectations after breaking a key level, immediate action to close the position is warranted [4]