Market Overview - The A-share market experienced a broad decline, with all three major indices falling over 1%, while the overall market showed a fluctuating upward trend this month, with the ChiNext Index rising over 8% [1][2] - The Shanghai Composite Index closed down 1.18%, the Shenzhen Component Index down 1.73%, and the ChiNext Index down 1.66%, with over 4,200 stocks declining [1][2] Sector Performance - The innovative drug sector showed strength, with stocks like Nanxin Pharmaceutical hitting the daily limit [1] - AI applications remained active, with stocks such as Yidian Tianxia also hitting the daily limit, while AI hardware stocks exhibited mixed performance [1][2] - The steel and non-ferrous metals sectors saw significant declines, with Anyang Steel dropping over 7% [1][3] - The financial sector was sluggish, with Zhongyin Securities falling over 5% [1] Investment Trends - The AI industry chain, particularly in computing hardware, maintained strong performance, with a report indicating potential computing shortages as domestic token consumption rises [2] - The assisted reproduction sector is gaining traction due to favorable policies, with the market expected to grow to 854.3 billion yuan by 2025 [3] - Government investment funds are being directed towards long-term capital and strategic sectors, focusing on technology innovation and modern industrial systems [4][5] Future Outlook - Analysts predict that the A-share market may continue a strong upward trend in August, supported by positive policies and economic recovery [6] - Key investment strategies include focusing on anti-involution sectors, industries undergoing significant transitions, and high-dividend stocks [7][8]

Market Overview - The market experienced a day of volatility with all three major indices falling over 1%, specifically the Shanghai Composite Index down 1.18%, the Shenzhen Component down 1.73%, and the ChiNext down 1.66% [1]. Stock Performance - The market saw a significant number of stocks declining, with over 4,200 stocks falling [2]. - In terms of sector performance, the innovative drug concept showed strength with stocks like Nanxin Pharmaceutical hitting the daily limit [3]. - AI applications remained active against the trend, with stocks such as Yidian Tianxia also reaching the daily limit [3]. - AI hardware stocks exhibited mixed results, but the liquid cooling server concept was strong, with companies like Invec hitting the daily limit [3]. Declining Sectors - Sectors such as steel and non-ferrous metals, which are cyclical, collectively weakened, with Anyang Steel dropping over 7% [4]. - The financial sector was sluggish throughout the day, with Zhongyin Securities falling over 5% [4]. Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day [4]. Notable Stocks - New Yisheng had a trading volume of over 14.6 billion yuan, leading the market, while other notable stocks included Zhongji Xuchuang and Ningde Times with significant trading volumes as well [4].

Market Overview - A-shares experienced a decline on July 31, with over 4200 stocks in the red and a total trading volume of 1.9 trillion, an increase of 917.6 billion from the previous day [1] - The Shanghai Composite Index fell by 1.18%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 1.66% [1] - Analysts attribute the market weakness to three main factors: uncertainty from the Federal Reserve's meeting affecting global risk assets, policy expectations combined with technical market corrections, and rising funding rates leading to bond market adjustments that suppress stock market risk appetite [1] Sector Performance AI Hardware Stocks - AI hardware stocks saw a collective rise, with Zhongji Xuchuang reaching a historical high, and companies like Lian Te Technology and Tianfu Communication also gaining [4] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-on-year increase, exceeding expectations, which positively impacted the stock market [4] Liquid Cooling Server Sector - The liquid cooling server sector experienced a surge, with Yingwei Ke achieving two consecutive trading limits and Binglun Environment hitting the upper limit [5] - A report indicated that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [5] Assisted Reproductive Technology - The assisted reproductive technology sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive trading limits, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the upper limit [3] - A government policy was released to enhance reproductive support, including adjustments to medical insurance coverage for relevant services [3] Innovative Drug Sector - Innovative drug stocks remained active, with Nanjing New Pharmaceutical, Qizheng Tibetan Medicine, and Anke Biological hitting the upper limit, while Haitai Biological also saw gains [6] - A significant licensing agreement was announced between Shiyao Group and Madrigal Pharmaceuticals, with a total transaction value potentially reaching $2.075 billion [7] Institutional Insights - Guotai Junan Securities highlighted that the current market is close to previous highs, but there are still "low-position assets" worth exploring, as the overall valuation expansion is not overly aggressive compared to fundamental recovery [8] - Dongfang Securities noted that the market is in a sustained upward trend with ample trading volume, attracting new capital, and there is no immediate risk of a market reversal [9]

金十数据7月31日讯，A股三大股指早盘分化，午后集体下挫探底，创业板指抹去早间1%的涨幅翻绿， 深证成指尾盘一度跌逾2%，沪指回落至十日线下方，临近收盘三大股指均小幅回升。截至收盘，沪指 跌1.18%，深证成指跌1.73%，创业板指跌1.62%；沪深两市全天成交额超1.9万亿，两市超4000只个股飘 绿。盘面上，AI硬件、辅助生殖、华为概念等板块领涨大盘，煤炭、钢铁、贵金属等周期板块领跌大 盘；CPO板块午后回落，半导体板块一度冲高。 A股收评：沪指午后下挫收跌1.16% 煤炭、钢铁等周期股领跌大盘 ...

Market Overview - The A-share market experienced a volatile adjustment, with all three major indices declining over 1% on the last trading day of July [1] - The overall market trend for the month showed a fluctuating upward movement, with all three major indices closing higher for the month, particularly the ChiNext Index which rose over 8% [1] - The Shanghai Composite Index lost the 3600-point level, which it had regained earlier in the month [1] Trading Volume and Market Activity - The total trading volume for the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 917 billion yuan compared to the previous trading day [4] - The market saw a significant number of stocks declining, with over 4200 stocks experiencing a drop [1] Sector Performance - The innovative drug concept sector showed strength, with stocks like Nanxin Pharmaceutical hitting the daily limit [1] - AI application stocks remained active against the market trend, with companies like Yidian Tianxia also hitting the daily limit [1] - AI hardware stocks exhibited mixed performance, with the liquid cooling server concept performing strongly, leading to stocks like Yingweike hitting the daily limit [1] - Conversely, cyclical sectors such as steel and non-ferrous metals weakened, with Anyang Steel dropping over 7% [1] - The financial sector was sluggish, with Zhongyin Securities declining over 5% [1] Closing Statistics - At the close, the Shanghai Composite Index fell by 1.18%, the Shenzhen Component Index decreased by 1.73%, and the ChiNext Index dropped by 1.66% [1]

截至7月31日午间收盘，沪指跌0.68%，深成指跌0.45%，创业板指涨0.43%。沪深两市半日成交额超1.1万亿元。从板块来看，AI硬件 股再度大涨，中际旭创等多股再创历史新高。AI应用股走强，易点天下20CM涨停。创新药概念股持续活跃，康缘药业等多股涨停。 下跌方面，钢铁、煤炭等周期股集体调整，安阳钢铁跌超5%。智谱AI、液冷服务器、CPO、创新药等板块涨幅居前，钢铁、煤炭、 油气、有色金属等板块跌幅居前。 上证报中国证券网讯 截至7月31日午间收盘，沪指跌0.68%，深成指跌0.45%，创业板指涨0.43%。沪深两市半日成交额超1.1万亿元。 从板块来看，AI硬件股再度大涨，中际旭创等多股再创历史新高。AI应用股走强，易点天下20CM涨停。创新药概念股持续活跃，康 缘药业等多股涨停。下跌方面，钢铁、煤炭等周期股集体调整，安阳钢铁跌超5%。智谱AI、液冷服务器、CPO、创新药等板块涨幅 居前，钢铁、煤炭、油气、有色金属等板块跌幅居前。 ...

沪深两市半日成交额1.14万亿元，较上个交易日放量562亿。 从板块来看，AI硬件股再度大涨，中际旭创等多股再创历史新高。 个股方面，中际旭创、新易盛、宁德时代成交额靠前。 AI应用股跟随走强，易点天下20CM涨停。 | 序号 | (4,699) | 名称 | 现给 | 西 | 涨跌幅 | 造殖 | 服装 | 图层 | 国比 | 换手率 | 成交量 | 成交談 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 300308 | 中原旭创 | 227.60 | 17,00 | 8,07 | 4.63% | 24185 | 218.00 | 1.70 | 3.29% | 3641万 | 81.39亿 | | 2 | 300502 | 新易签 | 199,41 | 9.06 | 4.76% | 4.35% | 200.88 | 192.60 | 1.44 | 4.56% | 4036万 | 79.91亿 | | 3 | 300750 | 宁德时代 | 269.91 | -7.18 | -2. ...

| 两市成交额:1.14万亿 | 较上一日:+562亿 | | --- | --- | | 今日预测量能: | 1.85万亿 [ +100亿 ] | 涨停表现 凤凰网财经讯 7月31日，市场早盘震荡分化，沪指震荡调整，创业板指冲高回落。截至午间收盘，沪指 跌0.68%，深成指跌0.45%，创业板指涨0.43%。沪深两市半日成交额1.14万亿，较上个交易日放量562 亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | 涨速% | 息于 | 现手 金额 | | 上证指数 | 3591.26 | -0.68 | -24.46 | 726/1557 | 0.04 | 3.96 7. | 3.65万 4997.59亿 | | 深证成指 | 11152.77 | -0.45 | -50.26 | 1064/1765 | 0.09 | 4.4247 | 824 6430.29 7. | | 北证50 | 1441.38 | 0.12 | 1.74 | 96/166 ...

金十数据7月31日讯，A股三大股指早盘分化，沪指、深证成指探底跌逾1%，创业板指水上震荡，一度 涨逾1%。截至中午收盘，沪指跌0.68%，深证成指跌0.45%，创业板指涨0.43%；沪深两市半日成交额 超1.1万亿，超3200只个股下挫。盘面上，辅助生殖、AI硬件板块走强，创新药板块延续强势；小金 属、煤炭、钢铁等周期股表现疲软领跌大盘，影视院线板块结束连涨开启回调。 A股午评：三大股指走势分化创业板指收涨0.43% AI硬件板块领涨大盘 ...

午评：沪指半日跌0.68% AI硬件、创新药概念股再度大涨 智通财经7月31日电，市场早盘震荡分化，沪指震荡调整，创业板指冲高回落。沪深两市半日成交额 1.14万亿，较上个交易日放量562亿。盘面上热点较为杂乱，个股跌多涨少，全市场超3400只个股下 跌。从板块来看，AI硬件股再度大涨，中际旭创等多股再创历史新高。AI应用股跟随走强，易点天下 20CM涨停。创新药概念股持续活跃，康缘药业等多股涨停。下跌方面，钢铁、煤炭等周期股集体调 整，安阳钢铁跌超5%。板块方面，智谱AI、液冷服务器、CPO、创新药等板块涨幅居前，钢铁、煤 炭、油气、有色金属等板块跌幅居前。截至收盘，沪指跌0.68%，深成指跌0.45%，创业板指涨0.43%。 ...