日内的波动很大，不过收盘的时候跌幅有限，上证指数只是微跌0.45%。市场有很明显的高低切换，资金流入蓝筹权重股了。 从抱团权重股慢慢离场，资金并没有离开股市而是调仓到蓝筹权重股了，无论是银行、白酒等等都是上涨，上证指数的问题有限了。 接下来，大盘指数大概率还会创新高，一个很良性的回调。不过，很多股票的牛市可能结束了，这件事情需要明说下，否则很容易让大家有误会。 洗盘了，也是调仓换股的过程。 小凡在订阅里面分享过，资金开始切换到消费了。大多数人的眼里只有科技了，这时候选择消费会被人嘲讽，有时候很心累。 人人都不看好的白酒最近跌了吗？已经上涨2个月了，你不看好，他也不看好的情况下为什么重心上移了？一定是有资金悄悄的吸筹。 科技行业太拥挤，获利盘也多，出货需要时间，它们也不会立刻回调，只是会慢慢筑顶。机会大于风险，不同的人有不同的选择。 不过，最后能不能到都不影响我们的交易计划了。回调之后，大概率就知道抄底什么，大概率会是宽基了。 成交量依旧有3万亿，这种情况下的筹码交换很充分，换手率也很高。大家越不看好行情的情况下，反而有可能上涨。这里回调是为了突破3900点，剑指 4000点的高位了。 A股会迎来大涨了 从指数 ...

过去一周（8月25日—8月29日），A股三大指数集体上涨。截至8月29日收盘，上证指数报3857.93点， 周涨0.84%；深成指报12571.37点，周涨3.33%；创业板指报2827.17点，周涨5.39%。 具体来看，超33%的个股周内实现上涨，184股周涨超15%，25股周跌超15%。按照申万二级行业分类， 通信设备、元件、航天装备板块涨幅靠前，过去一周分别上涨16.87%、14.15%、13.41%；渔业、教 育、汽车服务上周跌幅靠前，分别下跌5.15%、4.83%和3.93%。 哪些个股领涨？哪些个股领跌？21投资通每周持续为你透视。 半导体又现"蛇吞象"收购案，最牛股开普云一周股价翻倍 本期牛股榜中，开普云（688228.SH）以133.74%的周涨幅夺魁，荣亿精密（873223.BJ）以64.38%的涨 幅位居第二，天孚通信（300394.SZ）、天普股份（605255.SH）、豪恩汽电（301488.SZ）周涨幅超 58%。本期牛股榜十只个股过去一周累计涨幅均超过46%。 最牛股科森科技属于信息传输、软件和信息技术服务业： 又一宗半导体"蛇吞象"案例引爆市场。 8月24日晚，开普云（6882 ...

8月29日，生物医药ETF（159859）盘中走强，截至发稿涨1.16%，成交额超9400万元，居同标的第 一。成分股中，荣昌生物涨超4%，爱美客、甘李药业、药明康德等跟涨。 华源证券认为，2025年，医药行业已具备多重积极发展因素，基本完成了新旧增长动能转换（创新替代 仿制，出海能力提升），创新药打开中国医药企业增长新曲线。 Wind金融终端数据显示，生物医药ETF（159859）连续三个交易日获资金净流入，累计"吸金"超6100 万元。 万和证券表示，整体来看，指数短线或将面临震荡，但板块轮动表现，不少低位滞涨的品种开启补涨走 势说明资金高低切换迹象逐步加强，市场延续结构性行情，未来降息叠加经济复苏预期，顺周期等方向 仍可重点关注。 生物医药ETF（159859）紧密跟踪国证生物医药指数（399441.SZ），该指数布局均衡，覆盖A股创新 药，CXO，疫苗，血制品多个方向。生物医药ETF（159859）为同标的规模最大、流动性最好的产品。 该ETF还配备了联接基金（A：011040，C：011041）。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 此 ...

Core Viewpoint - The article highlights the recent surge in Hong Kong's stock market, particularly in technology and resource sectors, driven by macroeconomic conditions and government policies aimed at stimulating growth [1][4][16]. Group 1: Market Performance - Tencent, a trillion-dollar company, saw a 4.5% increase, while the Hong Kong broker ETF rose nearly 2.9% [1]. - The Hang Seng Technology Index and various sectors, including metals, coal, infrastructure, and agriculture, have shown a consistent upward trend [4]. - Notable gains were observed in companies like China Energy Construction and Dongfang Electric, with some stocks experiencing over 20% increases, and Dongfang Electric even exceeding 60% in a single day [4][5]. Group 2: Government Policies and Macro Conditions - The recent surge is linked to the government's anti-involution policies and significant infrastructure projects, such as the Yarlung Tsangpo River hydropower project [4][7]. - The macroeconomic environment has changed significantly compared to previous years, influencing market liquidity and investment behavior [8][16]. - The government's control over the Shanghai Composite Index is evident, with a focus on stabilizing the market and encouraging a rotation of capital from high-performing to underperforming sectors [12][13]. Group 3: Sector Analysis - The article identifies three potential market scenarios based on global economic conditions: demand bear market, demand structure bull market, and demand comprehensive bull market [16]. - Recent trends indicate a shift in investment towards lower-priced stocks, including technology and previously undervalued sectors like liquor companies [13][17]. - The article emphasizes the importance of understanding institutional investment strategies during this volatile market phase to avoid losses [17].

Core Viewpoint - The article discusses the recent market dynamics, particularly focusing on the performance of brokerage firms and rare earths, highlighting the significant rise in the Hong Kong brokerage ETF and the overall market index movements driven by banking and insurance sectors. Group 1: Market Performance - The Hong Kong brokerage ETF surged nearly 5%, while the Shanghai Composite Index experienced a high opening, reaching 3550 before a significant afternoon drop due to banking sector sell-offs [1][2] - The banking sector's rapid decline reflects the GJD's effective control over the index, with a notable drop in the banking index after reaching historical highs earlier in the day [2][3] Group 2: Fund Flow and Sector Rotation - The afternoon sell-off in banks indicates a shift in funds from high-performing stocks to lower-valued ones, with strong performance observed in the Sci-Tech 50 index and a rebound in previously underperforming sectors like liquor companies [3][4] - The adjustment in the banking sector is seen as a controlled rhythm rather than a directional change, with expectations of gradual upward movement in the index aligned with upcoming policy changes [3][4] Group 3: Earnings Forecasts - The article emphasizes the importance of upcoming mid-year earnings reports, with several sectors expected to show strong performance, particularly in PCB companies benefiting from the AI industry [4][5] - Other sectors highlighted include chemicals, cyclical goods, and agriculture, with specific mentions of rare earths and new energy metals showing strong earnings potential due to declining energy costs [4][6] - The innovative pharmaceutical sector is also noted for exceeding expectations, with significant gains in the overall sector driven by strong performances from key companies [5][6] Group 4: Investment Strategy - The article suggests that the current market environment is characterized by volatility, with a focus on sector rotation and earnings expectations, indicating that investors need to be selective to avoid losses amidst the fluctuations [6][7]