1、行情 今日指数横盘上下小幅波动，但市场整体普遍下跌。 题材方面，电力板块早盘局部发力，华银电力、华光环能、2连板，韶能股份、深南电A、新中港、金房能源纷纷涨停；迪森股份早盘一度触及 20CM涨停； 游戏板块上午也同样局部走强，巨人网络一度涨停，冰川网络、三七互娱、神州泰岳、吉比特等集体发力； RWA概念今日大幅反弹，霍普股份（20CM）、协鑫能科（炸）涨停，长亮科技、天阳科技涨超10%，四方精创、奥瑞德、朗新集团等盘中大 涨； 创新药板块再度上涨，广生堂（20CM）2连板，中源协和、热景生物、奥赛康、海正药业、京新药业涨停，汇宇制药、神州细胞、荣昌生物、 上海谊众等均涨超10%； 此外，脑机接口、金融、玻纤、银行等均有局部强势表现，海洋经济、有色、固态电池、军工等集体回落。 截至收盘，沪指收涨0.32%，深成指、创业板指分别收跌0.25%、0.36%，市场超4100股下跌，1100余股上涨。 2、金融 午后，金融板块突然发力。 湘财股份、大智慧午后涨停； 弘业期货、南华期货、天风证券、长亮科技、指南针、东方财富等集体上涨。 大金融、期货午后均涨超2%，券商也一度涨超1.5%，但最终均集体回落。 在金融板块 ...

Market Overview - The market experienced a slight decline with all three major indices falling. The military industry sector showed strong performance, with stocks like Wanlima and Great Wall Military reaching their daily limit. Stablecoin concept stocks also gained traction, with Jida Zhengyuan and Jingbeifang hitting their limits. Solid-state battery concepts were active, with Tianji Co. and Shanghai Xiba reaching their limits. Bank stocks performed well, with 11 bank stocks, including Industrial and Agricultural Bank, reaching historical highs. In contrast, the innovative drug sector saw declines, with Rongchang Bio dropping over 18%. Overall, more than 3,600 stocks in the Shanghai and Shenzhen markets fell, with a total trading volume of 1.62 trillion [1]. Hot Topics RWA - The RWA concept saw significant gains, with Jida Zhengyuan achieving four consecutive limits and Jingbeifang two consecutive limits. The China Mobile Communications Association is seeking "RWA ecological partners" nationwide, planning to select 20 units to establish an "RWA Joint Laboratory" [4][5]. - RWA is viewed as a bridge between real-world assets and web3.0, facilitating financing from web2.0 to web3.0. It utilizes blockchain technology to convert tangible or intangible assets into digital tokens, allowing cryptocurrency holders to invest in fixed-income products, thus diversifying assets and sharing risks [5][6]. Military Industry - The military sector experienced a notable rise, with Long Wall Military achieving six limits in seven days, alongside stocks like Wanlima, Hunan Tianyan, and Guorui Technology also performing well. A significant event is scheduled for September 3, where a grand ceremony will be held in Tiananmen Square, showcasing domestically produced military equipment [7][8]. Computing Power - The computing power sector also showed positive performance, with stocks like Shidai Wanheng, Yanhua Intelligent, and Jingwang Electronics reaching their limits. New Yi Sheng, a leader in CPO technology, saw a 5% increase, reaching a historical high [10][11]. - CPO technology is expected to drive significant changes in the optical communication industry, with a projected compound annual growth rate of 65% from 2020 to 2032. The domestic PCB/CCL industry leaders are anticipated to benefit from the tight supply-demand situation in high-end production [12].