Market Performance - The Shanghai Composite Index has been rising, with significant volume increases on Thursday and Friday, challenging recent highs of 3555 points [1] - The strong performance of the semiconductor sector, particularly related to Nvidia's H20 chip sales resuming to China, has driven interest in technology growth stocks [1][4] - The rare earth, lithium, and RDA concepts have also shown strong performance this week [1] Competition Highlights - The 66th round of the stock simulation competition concluded with the top three participants achieving returns of 32.83%, 31.48%, and 26.98% respectively [1] - A total of 688 participants reported positive returns and will receive cash rewards [1] Upcoming Events - The 67th round of the competition will start on July 21, with registration open from July 19 to July 31 [3][11] - Participants can win cash rewards based on their performance, with the first place receiving 688 yuan and additional rewards for subsequent ranks [3][11] Investment Insights - Participants have identified strong opportunities in the optical module stocks within Nvidia's supply chain, with notable gains in stocks like Zhongji Xuchuang and Xinyisheng [4][6] - The AI chip market is projected to exceed $150 billion by 2025 and grow to $400 billion by 2027, indicating significant growth potential in this sector [6] - The market sentiment is shifting towards sectors with strong earnings elasticity, moving from defensive to offensive stock selections [10]

Core Viewpoint - RDA (Real Data Asset) is a new concept proposed by the Shanghai Data Exchange in 2025, representing an upgraded version of stablecoins that combines data with physical assets, enabling the creation of tradable and financeable digital assets through blockchain technology [1][3]. Group 1: RDA Concept - RDA integrates real-world data (e.g., steel trading records, photovoltaic generation data) with corresponding physical assets, enhancing asset verification through data [1][3]. - RDA differs from RWA (Real World Asset) by emphasizing data validation of asset value, such as using generation data to prove the profitability of photovoltaic plants [1][3]. - The application of RDA can be illustrated through examples like the steel trade data RDA, where Shanghai Steel Union can package trading data to issue a stablecoin for cross-border trade settlements [1][2]. Group 2: A-Share Market Response - The RDA concept has sparked significant interest in the A-share market, with many stocks related to RDA experiencing substantial price increases, some over 30% in the past month [4][6]. - Notable RDA concept stocks include Information Development, which saw a 61.76% increase, and Shanghai Steel Union, which rose by 44.70% [4][5]. - The trading activity of these stocks is characterized by varying turnover rates, with some stocks like Annie Co. and Desheng Technology showing high turnover, indicating active trading [4][5]. Group 3: Fund Flow Analysis - A significant inflow of funds has been observed in RDA concept stocks, with companies like Torus, COSCO Shipping Technology, and Guodian Yuntong receiving over 200 million yuan in net inflows [6][8]. - Conversely, some stocks, such as GCL-Poly Energy and Annie Co., faced substantial net outflows, indicating mixed market sentiment [7][8]. Group 4: Financial Performance - Several RDA concept stocks reported impressive financial growth, with Information Development's revenue increasing by 142.34% year-on-year and net profit rising by 16.24% [9][10]. - Wanda Information also demonstrated strong performance with a 32.61% increase in revenue and a 10.52% rise in net profit [9][10].

1、行情 电力物联网也携手发力，国电南自、科陆电子、思源电气、泰永长征（炸）涨停，洛凯股份、九洲集团、科林电气、金智科技、禾望电气等集 体走强； 人形机器人受催化走强，上纬新材4连板（20CM），中大力德、达意隆2连板，大丰实业、科沃斯、长荣股份、襄阳轴承、新时达、中马传动 涨停，恒工精密、长盛轴承、步科股份涨超10%； PEEK材料也与机器人共振，兄弟科技、金田股份、中欣氟材涨停，新瀚新材、中研股份、唯科科技等集体大涨； 上海本地RDA概念股大幅高开，绿地控股3连板，市北高新、中远海科、上海物贸（T）、兰生股份集体一字板并拿下2连板，上海钢联、古鳌 科技早盘双双大涨超10%； 此外，制冷剂、白银、家电、造纸、创新药等均有局部强势表现，数字货币、金融、游戏等集体重挫。 截至收盘，沪指收涨0.27%，深成指、创业板指分别收跌0.11%、0.45%，市场今日超3000股上涨，2000余股下跌。 2、电力 指数整体小幅波动的一天。 题材方面，电力板块开盘大涨，京运通3连板，豫能控股2连板，华电辽能、建投能源、晋控电力先后涨停，华银电力、新中港、华电能源、赣 能股份、宁波能源、穗恒运A等早盘均大幅冲高； 经过了2日调 ...