券商股上涨，消息面上： （原标题：沪指再次站上3600点，香港证券ETF、券商指数ETF、证券ETF上涨） A股三大指数今日继续上涨，沪指再次站上3600点；截至收盘，沪指涨0.96%报3617点，深证成指涨0.59%，创业板指涨0.39%。全天成交1.62万亿 元，较前一交易日增量976亿元，全市场超3900股上涨。 券商股上涨，信达证券涨超6%，香港证券ETF、证券ETF指数基金、证券公司ETF、证券ETF先锋、证券ETF建信、证券ETF南方、证券ETF嘉 实、证券ETF易方达、券商指数ETF、证券ETF涨超1%。 其中，香港证券ETF年内涨幅超50%，领跑证券ETF，其连续获资金净流入，近20日吸金超112亿元，吸金额位居全市场股票型ETF第一。 1.2025年7月A股新开户196万户，同比环比均有所增长。从月度对比来看，2025年1月A股新开户总数为157万户，2月的284万户实现了近翻倍增 长，3月突破了300万户，4月因关税摩擦市场震荡环比下降37.22%，5月受假期影响进一步回落，6月有所回升，7月环比增长19.27%。与2024年7 月新增115万户开户数相比，2025年7月新开户同比增长71 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has taken significant action, indicating that the A-share market is likely entering a new IPO cycle as the Shanghai Composite Index (SHCI) has recently surpassed 3500 points, suggesting an acceleration in IPOs in the second half of the year [1] - The Hong Kong stock market has also seen a notable increase in IPO activity since May, which is a natural outcome following a bull market, as capital markets aim to support the real economy [1] Group 2 - The A-share market is experiencing fluctuations, with the three major indices showing mixed performance, and a larger market shift is anticipated as investors adjust their mindset following the SHCI's breakthrough of 3500 points [3] - Financial and defensive stocks have been performing strongly, which is intended to boost market confidence, and it is expected that thematic stocks will begin to gain momentum once confidence is sufficiently built [3] Group 3 - There is a cautious outlook on index performance, emphasizing that individual stock performance will be crucial following the index rally, with banking stocks showing signs of weakness which could indicate a healthy market environment for other sectors [5] - The banking sector's performance has been pivotal in maintaining the index above the red line, with significant trading volume observed, indicating a potential shift in market dynamics [7]