嘿，我是帮主郑重。二十年盯盘练就一双"透视眼"，今天这行情啊，表面是沪指红彤彤涨了0.17%，深成指和创业板却绿得发慌，活脱脱一场"指数分裂大 戏"！两市3500多只票往下掉，成交额却放量到1.87万亿——钱没跑，只是在搬家！ 先说盘面"明牌"： • 影视股爆发：暑期档票房破百亿+AI影视制作技术落地，双重催化让冷门板块秒变香饽饽； • 三胎异动：地方生育补贴政策密集出台，游资在博弈"政策加码预期"； • 科技分化：光刻机龙头张江高科盘中冲高8%却回落（收盘涨7.06%），资金分歧大到能撑船！有机构锁仓，也有游资做T，这种票只适合"波段高手"。 帮主视角：中长线布局正当时！ 二十年经验告诉我：震荡市才是黄金矿！三条主线已清晰： 1. 硬科技卡脖子突围：光刻机、AI芯片（如张江高科）调整到30日线就是机会，国产替代是十年剧本； 2. 消费复苏暗线：影视、母婴等低位板块，靠的是"情绪修复+业绩拐点"双击； 影视院线成了全场最靓的仔！幸福蓝海直接20cm涨停，金逸影视、慈文传媒紧随其后封板。三胎概念也蹦跶起来，贝因美、泰慕士这些老面孔涨停，政策 预期还在发酵，但别追高，小心"一日游"陷阱。 再看"暗流"涌动： 电池 ...

【导读】A股新高后突发跳水 大家好，今天盘面信息量很大！盘中更是上演了"V"形走势，一起看看发生了什么事情。 7月30日，A股盘中突然大幅跳水，沪指转跌，深证成指、创业板指跌幅扩大，但下午2点之后，随着高层会议的内容陆续公布，市场开始 止跌回升。截至收盘，沪指涨0.17%，深成指跌0.77%，创业板指跌1.62%。 A股盘中跳水 市场共1713只个股上涨，55只个股涨停，3559只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 55 | | 涨幅 > 7% | | ਰੇ ਕੋ | | 涨幅 5-7% | | 62 | | 涨幅 | 3-5% | 155 | | 涨幅 0-3% | | 1402 | | 跌幅 | 0-3% | 3116 | | 跌幅 | 3-5% | 335 | | 跌幅 5-7% | | 70 | | 跌幅 > 7% | | 38 | | 其中 跌停 | | 9 | | 上涨家数 | | 1713 | | 下跌家数 | | 3656 | | 平盘停牌 | | 146 | | 总品种数 | | 5418 | | 总成交额 | ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.17% to close at 3615 points, while the Shenzhen Component Index fell by 0.77% and the ChiNext Index dropped by 1.62% to 2367 points [1][2] - Total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3500 stocks declining across the market [1] Index Performance - Shanghai Composite Index: 3615.72 (+0.17%) [2] - Shenzhen Component Index: 11203.03 (-0.77%) [2] - ChiNext Index: 2367.68 (-1.62%) [2] - Other indices such as the CSI 300 and CSI 500 also experienced slight declines [2] Sector Performance - The top-performing sectors included: - Petrochemical: +3.55% [2] - Oil and Gas: +1.68% [2] - Tourism and Hospitality: Notable gains with multiple stocks hitting the daily limit [3] - Conversely, sectors that faced declines included: - Digital Currency: Significant drop with Dongxin Peace hitting the daily limit down [3] - Battery sector: Stocks like Xinyu Ren fell over 7% [3] - Multi-Financial sector: Companies like Zhongyou Capital dropped nearly 8% [3] Notable Stocks - Key stocks that surged included: - Zhongshui Fishery (000798) hitting the daily limit up [3] - Yangguang Dairy and Beiyinmei (002570) also reached the daily limit up [3] - Stocks in the film and media sector such as Xingfu Lanhai (300528) and Ciwen Media (002343) saw significant gains [3]

据猫眼专业版数据，截至7月30日15时，电影《南京照相馆》累计票房（含预售）超7亿，进入2025年度 票房榜前五，领跑2025年暑期档票房榜。 （文章来源：第一财经） ...

30日，沪指盘中震荡拉升，一度创年内新高；深证成指、创业板指弱势下探，场内超3500股飘绿。 光大证券指出，去年9月以来的市场行情已从政策驱动逐步转向基本面与流动性驱动，未来市场行情演 绎的节奏或可参照2019年。展望下半年，市场仍存在一些预期差，如短期基本面改善的持续性、资金持 续流入及新兴产业发展带来的机遇等。因此光大证券认为，下半年市场将开启下一阶段上涨行情，并有 望突破2024年下半年的阶段性高点。 （文章来源：证券时报网） 截至收盘，沪指涨0.17%报3615.72点，深证成指跌0.77%报11203.03点，创业板指跌1.62%报2367.68点， 上证50指数涨0.38%，沪深北三市合计成交18713亿元。 盘面上看，券商、有色、汽车、地产等板块走低，旅游、石油、影视、乳业股拉升，海洋经济、创新药 概念等活跃。 ...

河北省城市格局正经历深刻变革，最新城市排名为此提供了生动注脚。新一线城市研究所的榜单显示，省会石家庄以38.48分稳坐二线城市头把交椅，GDP 突破8200亿元，其日益强大的商贸物流枢纽功能功不可没。邯郸凭借钢铁产业转型升级，继续领跑三线城市；沧州依托黄骅港，跻身全国外贸20强；邢台的 光伏产业集群初具规模；即使是深耕文旅转型、并积极发展生命健康产业的秦皇岛，也在四线城市中成功突围。这些城市的发展轨迹，共同描绘出河北高质 量发展的蓬勃景象。 曾经与京津构成"大三角"格局的保定，此次以26.40分强势回归河北第二城，展现了其在承接非首都功能疏解中的显著成效。总投资370亿元的深圳科技园落 户满城，央企二级总部纷纷集聚雄安周边，预计2024年高新技术企业将突破1500家。保定作为京津科技成果转化区的区位优势日益凸显，新能源装备、生物 医药等产业集群蓬勃发展，使其成为京津冀协同发展中的关键支点，并有力推动了产城融合。 廊坊以微弱优势（0.87分）力压工业强市唐山，这一细微差距却预示着河北城市格局的重大变迁。作为全国唯一一座半小时通达双国际机场的地级市，廊坊 凭借京津走廊的黄金区位，成功完成了新旧动能转换。固安新型显 ...

Market Performance - The A-share market showed mixed results with the Shanghai Composite Index slightly up by 0.17% closing at 3615 points, while the Shenzhen Component Index fell by 0.77% and the ChiNext Index dropped by 1.62% to below 2400 points [1] - Total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3500 stocks declining across the market [1] Sector Performance - The aquaculture sector saw significant gains, with Zhongshui Fishery hitting the daily limit [1] - The infant and child concept stocks, as well as dairy stocks, performed well, with Yangguang Dairy and Beimei both reaching the daily limit [1] - The tourism and hotel sector strengthened, with multiple stocks like Caesar Travel and Tianfu Cultural Tourism hitting the daily limit [1] - The film and television sector was active, with stocks such as Happiness Blue Ocean and Ciweng Media also reaching the daily limit [1] - Conversely, the digital currency sector declined sharply, with Dongxin Peace hitting the daily limit down [1] - The battery sector fell, with Xinyu Ren dropping over 7% [1] - The diversified financial sector experienced widespread declines, with Zhongyou Capital falling nearly 8% [1] - Other sectors that saw significant declines included small metals, cross-border payments, and engineering machinery [1] Top Gainers - The top gainers in the market included sectors such as steel (+3.55%), petrochemicals (+2.02%), and insurance (+1.87%) [2] - Other sectors with notable gains included agriculture (+1.68%), catering and tourism (+1.63%), and oil and natural gas (+1.57%) [2]

Core Viewpoint - The market experienced volatility with the Shanghai Composite Index reaching a new high for the year before retreating, indicating mixed investor sentiment and sector performance [1] Market Performance - The Shanghai Composite Index rose by 0.17%, while the Shenzhen Component Index fell by 0.77% and the ChiNext Index declined by 1.62% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, an increase of 41.1 billion yuan compared to the previous trading day [1] Sector Analysis - High-profile stocks, particularly in the entertainment sector, saw significant gains, with companies like Happiness Blue Sea achieving a 20% limit-up for three consecutive trading days [1] - Oil and gas stocks showed strength, with potential energy company rising over 10% [1] - The baby and child concept stocks rebounded, with Beiyinmei hitting the daily limit [1] - Sectors that performed well included film and television, oil and gas, baby products, and food, while sectors that declined included stablecoins, solid-state batteries, software development, and rare earth permanent magnets [1]

Group 1 - The core viewpoint is that the media industry is experiencing a surge in AI applications and cultural confidence through content output, with expectations for a significant year for China's open-source large models and a reshaping of the application landscape [1] - The film industry is seeing improved market conditions driven by key films like "Nanjing Photo Studio," with a notable increase in box office performance, as the summer box office has surpassed 4.9 billion yuan, with nine consecutive days of daily box office exceeding 100 million yuan [1] - The gaming sector is advised to be monitored for opportunities following recent pullbacks, with Q3 expected to have multiple catalysts from the AI industry that could benefit from allocated funds [1] Group 2 - The Film ETF (516620) tracks the CSI Film Index (930781), which selects listed companies involved in film content production, distribution, and screening, reflecting the overall performance of the film industry [1] - The CSI Film Index covers the upstream and downstream industries of the film sector, demonstrating high industry representation and market influence, aimed at capturing the growth potential and volatility of China's film and entertainment market [1]

电影《南京照相馆》在暑期档以历史题材引发观影热潮，上映仅三天票房突破4亿元，创下暑期档五项 票房纪录。截至7月29日，该片票房已突破6亿元，猫眼平台预测其最终票房可能冲击32亿元。 作为影片联合出品方之一，幸福蓝海的股价受此利好刺激，连续四个交易日涨停，累计涨幅达到77%。 截至7月29日收盘，幸福蓝海股价21.1元/股，总市值79亿元。 尚未收回投资成本 幸福蓝海在股价飙升后迅速发布公告澄清：尽管影片票房表现强劲，但公司尚未收回对该项目的投资成 本，因此无法在财务报表中确认收入。 影视行业普遍采用投资成本回收法会计处理原则，即投资方需先收回全部成本后才能确认利润。作为九 家联合出品方中的一员，幸福蓝海的参投比例并未公开，行业非主投方的典型投资比例为5%至15%。 即使按32亿元票房估算，公司最终可分账收入也仅在5000万至1.5亿元区间。 基本面的长期隐忧 这份公告揭开了企业真实经营状况与资本市场狂热间的巨大落差。 幸福蓝海近年持续处于亏损状态：2024年全年亏损1.92亿元，最近五年累计亏损超过10亿元。 其电视剧业务因早年收购笛女传媒遭遇财务造假事件而陷入瘫痪，2024年该板块毛利率达到惊人 的-876 ...