转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 8月1日-31日，智通财经会员月震撼来袭，海量VIP资讯体验+年度最惠价，多福多财，狂欢一整月~ 活动期间签到有礼，价值最高800元代金券/128元等单篇解锁券签到即送，每周一签到福利 翻倍！签到不缺席，最高可领1850券包~ 「VIP资讯年度最惠价来了」智通财经VIP订阅享超值特惠，选订1个月、3个月限时85折； 选订6个月、12个月限时8折，最高可省2778元。； 若您想订阅更长时间，「8.8包季75折」和「8.18包年7折」两场秒杀风暴值得期待，错过只 能再等一年~ 若您是智通财经App新注册用户，立即领268新手券，新用户完成首次订阅包时段服务，再 加赠VIP资讯时长服务！ 话不多说，一起来看看吧~→直达活动现场 | 星期三 0 2025/8 | 情绪指数 57 分 | 涨停76 VS 跌停3 | (含st) | | --- | --- | --- | --- | | 上证指数 | 深圳成指 | 创业板指 | | | 3633.99 | 11177 ...

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Market Overview - The A-share market saw all major indices rise today, with the Shanghai Composite Index up by 0.45% closing at 3633.99 points, the Shenzhen Component Index up by 0.64% at 11177.78 points, and the ChiNext Index up by 0.66% at 2358.95 points [2][14] - The total trading volume in the Shanghai and Shenzhen markets reached 17341 billion, an increase of 1380 billion compared to the previous trading day [2] Industry Performance - Most of the Shenwan first-level industries experienced gains today, with the defense and military industry leading the way with a rise of 3.07%, followed by machinery equipment at 1.98%, coal at 1.89%, textile and apparel at 1.36%, and computer industry at 1.30% [2][16] - Conversely, the pharmaceutical and biological, construction materials, commercial retail, social services, and banking industries saw declines, with decreases of 0.65%, 0.23%, 0.23%, 0.19%, and 0.14% respectively [2][16] Sector Highlights - The top-performing concept sectors included continuous boards, the top ten military industrial groups, aircraft carriers, robotics, military-civilian integration, coal mining, industrial internet, chemical fibers, sensors, and machine vision [3] - Notable declines were observed in sectors such as Tibet revitalization, anti-cancer, and CRO [3]

Group 1 - Agricultural Bank of China (ABC) closed at 6.62 yuan per share, marking a 1.22% increase and reaching a historical high [1] - The company's A-share circulating market value has risen to 2.11 trillion yuan [1] - ABC's circulating market value has surpassed that of Industrial and Commercial Bank of China (ICBC), making it the largest in A-shares for the first time, with ICBC at 2.09 trillion yuan and Kweichow Moutai at 1.79 trillion yuan [3] Group 2 - The overall market showed a slight upward trend, with the Shanghai Composite Index rising by 0.45%, the Shenzhen Component Index by 0.64%, and the ChiNext Index by 0.66% [4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 138 billion yuan compared to the previous trading day [3] - Over 3,300 stocks in the market experienced gains, with nearly 100 stocks rising over 9% [3]

Market Overview - The A-share market saw all major indices rise today, with the Shanghai Composite Index up by 0.45% closing at 3633.99 points, the Shenzhen Component Index up by 0.64% at 11177.78 points, and the ChiNext Index up by 0.66% at 2358.95 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 17341 billion yuan, an increase of 1380 billion yuan compared to the previous trading day [1] Industry Performance - Most of the Shenwan first-level industries experienced gains today, with the leading sectors being defense and military, machinery and equipment, coal, textile and apparel, and computer industries, which rose by 3.07%, 1.98%, 1.89%, 1.36%, and 1.30% respectively [1] - Conversely, the pharmaceutical and biological, building materials, commercial retail, social services, and banking sectors saw declines, with decreases of 0.65%, 0.23%, 0.23%, 0.19%, and 0.14% respectively [1] Concept Sector Performance - The top-performing concept sectors today included continuous boards, top ten military industrial groups, aircraft carriers, robots, and military-civilian integration, among others [2] - Notable declines were observed in sectors such as Tibet revitalization, anti-cancer, and CRO [11]

截至收盘，上证指数报收3633.99点，上涨0.45%；深证成指收于11177.78点，上涨0.64%；创业板指上 涨0.66%；科创50指数上涨0.58%。 不含当日上市新股，今日可交易A股中，上涨个股有3356只，占比62.04%，下跌个股有1817只，平盘个 股236只。其中，收盘股价涨停的有77只，跌停股有6只。 证券时报·数据宝统计显示，涨停个股中，主板有60只，北交所1只，创业板13只，科创板3只。以所属 行业来看，上榜个股居前的行业有机械设备、汽车、国防军工行业，上榜个股分别有13只、9只、9只。 涨停股中，ST晨鸣、*ST荣控等14只股为ST股。连续涨停天数看，倍加洁已连收5个涨停板，连续涨停 板数量最多。从收盘涨停板封单量来看，铜陵有色最受资金追捧，收盘涨停板封单有8337.96万股，其 次是中国重工、中安科等，涨停板封单分别有6466.29万股、2883.24万股。以封单金额计算，倍加洁、 长城军工、铜陵有色等涨停板封单资金较多，分别有5.06亿元、3.46亿元、3.36亿元。（数据宝） | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） ...

Market Overview - The market experienced a day of fluctuations with all three major indices closing higher: Shanghai Composite Index up 0.45%, Shenzhen Component Index up 0.64%, and ChiNext Index up 0.66% [1] Sector Performance - Shipbuilding, electric machinery, and gaming sectors showed the highest gains, while traditional Chinese medicine, pharmaceutical commerce, and chemical pharmaceuticals faced declines [1] Investment Opportunities - The Shanghai Municipal Government released a plan to develop the embodied intelligent industry, offering incentives for companies involved in the sales or leasing of embodied intelligent robots, with rewards up to 5% and a maximum of 5 million yuan [2] - CITIC Securities forecasts 2025 as the year of mass production for embodied intelligent robots, highlighting the integration of AI and physical applications as a significant opportunity for the industry over the next decade [2] - The defense and military sector is expected to see a recovery in performance, with increased demand driven by the implementation of the "14th Five-Year Plan" and rising global military expenditures due to geopolitical tensions [2][3] Industry Trends - The satellite internet industry is gaining momentum, with significant advancements in satellite deployment and technology, paving the way for commercial space ventures [3] - The development of satellite internet is supported by innovations in manufacturing and the use of reusable rocket technology, which will lower launch costs and enhance capacity [3] Related ETFs - ETFs related to robotics include: Robot 50 ETF (159559), E Fund Robot ETF (159530), Robot Industry ETF (159551), and Southern Robot ETF (159258) [2] - ETFs related to military and defense include: Military ETF Leader (512680), Military ETF (512660), and National Defense Military ETF (512810) [3] - ETFs related to aerospace include: Aerospace ETF (159267), Tianhong Aerospace ETF (159241), and General Aviation ETF (159255) [4]

Choice统计显示，8月6日，沪深两市可交易A股中，上涨个股有3159只，下跌个股有1749只，平盘个股 234只。不含当日上市新股，共有76只个股涨停，6只个股跌停。从所属行业来看，涨停个股主要集中在 机械设备、国防军工、计算机、汽车、纺织服饰等行业。 （文章来源：证券时报网） ...

今日各行业表现（截至下午13:59） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 国防军工 | 3.37 | 1061.65 | 27.54 | 捷强装备 | 20.01 | | 煤炭 | 2.36 | 90.86 | 116.39 | 晋控煤业 | 6.69 | | 机械设备 | 1.80 | 1555.91 | 30.23 | 豪森智能 | 20.02 | | 计算机 | 1.03 | 1270.49 | 16.57 | 东方国信 | 20.02 | | 汽车 | 0.93 | 868.00 | 19.05 | 华密新材 | 29.96 | | 有色金属 | 0.87 | 557.89 | 9.64 | 铜陵有色 | 10.11 | | 纺织服饰 | 0.83 | 123.22 | 10.32 | 华孚时尚 | 10.11 | | 家用电器 | 0.67 | 259.57 | 32.92 | 万和电气 | 10.01 | | 电力设备 | 0.65 | 984 ...

Market Performance - Major A-share indices rose on August 6, with the ChiNext Index and the Sci-Tech Innovation Index showing strong performance, leading to a 0.64% increase in the Double Innovation Leader ETF (588330) [1] - Since June, the growth style has remained active, with the ChiNext Index rising over 20% and reaching a new high for the year by July 29, while the Sci-Tech 50 Index increased nearly 10% during the same period [3] Key Stocks - Semiconductor leader Lanke Technology rose over 6%, while defense industry leader AVIC Chengfei increased nearly 6%. Other notable stocks include Gekewei, Baili Tianheng, and Zhongkong Technology, all rising over 2% [3] - The top ten stocks in the ChiNext and Sci-Tech Innovation indices showed significant gains, with Lanke Technology leading at 6.58% and AVIC Chengfei at 5.99% [3] Market Analysis - Analysts believe that growth stocks are supported by both policy and capital. A significant meeting on July 30 emphasized enhancing the attractiveness and inclusiveness of the domestic capital market [4] - Long-term forecasts suggest that the market in Q4 2025 may outperform Q3, with a clearer trend of fundamental improvement and capital inflow expected by mid-2026 [4] - The focus remains on technology as the main investment theme, with high-growth sectors like innovative drugs and AI gaining attention [4] Investment Opportunities - The Double Innovation Leader ETF (588330) offers a diversified investment in strategic emerging industries, selecting 50 large-cap companies from the ChiNext and Sci-Tech boards [4] - The ETF is positioned as a low-threshold investment tool, allowing investors to participate in the technology sector with a lower entry cost compared to direct investments in individual stocks [4]