脑机接口概念午后拉升，翔宇医疗一度直线冲击20%涨停。 午后A股有所走强，截至发稿，沪指涨幅扩大至0.8%，银行板块维持强势，板块个股全线飘红。 消息面上，根据IDC（国际数据公司）发布的数据，预计2025年至2029年，中国液冷服务器市场年复合增长率将达到约48%，2028年市场规模将达到约 162亿美元。 有媒体报道称，苹果公司正在与脑机接口公司合作开发"使用大脑信号操纵苹果设备"的技术标准。周一公布的一段展示视频，首次演示了这项技术的进 展。演示视频显示，一位渐冻症患者通过脑机设备成功实现用意念控制iPad操作，并展现应用脑机接口使用"快捷指令"等操作。 CPO、铜缆高速连接等算力硬件股探底回升，长芯博创、奕东电子涨超10%，深科达、工业富联、鑫科材料涨超5%，太辰光、长飞光纤、可川科技、仕 佳光子、致尚科技等跟涨。 消息面上，英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。 液冷服务器概念走强 午后液冷服务器概念再度活跃，淳中科技触及涨停，再创历史新高，硕贝德、飞荣达、铭利达、川润股份、工业富联、浪潮信息等个股走强。 脑机接口概念异动拉升 脑机接口概念异动，创新医疗涨停，翔宇医疗一度冲击20% ...

Core Viewpoint - The A-share market experienced a collective decline across the three major indices, indicating a bearish sentiment among investors [1] Market Performance - The Shanghai Composite Index closed at 3573.21 points, down 1.18%, with a trading volume of 845.893 billion [1] - The Shenzhen Component Index closed at 11009.77 points, down 1.73%, with a trading volume of 1,090.142 billion [1] - The ChiNext Index closed at 2328.31 points, down 1.66%, with a trading volume of 541.201 billion [1] Sector Performance - Major sectors such as coal, steel, chemical fiber, oil, non-ferrous metals, real estate, brokerage, insurance, electricity, and liquor all saw declines [1] - Conversely, the AI industry chain stocks showed resilience, with liquid cooling servers and computing power concepts performing strongly [1] - The assisted reproduction concept also saw gains, along with active performance in brain engineering and innovative drug concepts [1]

Core Viewpoint - The A-share market experienced a dramatic roller-coaster trading session, initially buoyed by high expectations due to visits from major U.S. tech executives and the Federal Reserve's decision to maintain interest rates, but ultimately faced significant selling pressure and volatility [3][4]. Market Reactions - The Shanghai Composite Index opened lower by 23 points, despite initial optimism, and quickly dropped to around 3577 points, triggering panic selling [3][4]. - A sudden surge in trading volume, with an increase of 56 billion in half an hour, indicated that mysterious funds were entering the market to buy at lower levels [3][4]. Sector Performance - The military industry saw a brief surge, with stocks like Changcheng Military and Aerospace Morning Glory hitting their limits, but the real standout was the computing power industry, which gained traction as stocks like Yuke and Nanxing surged [4][5]. - The pharmaceutical sector experienced unusual activity, with funds shifting from the previously hot consumer electronics sector to lagging pharmaceutical stocks like Heng Rui [6]. Fund Movements - Leveraged funds showed aggressive behavior, with a notable increase in margin trading, particularly targeting computing power stocks, while high-profile stocks like Guizhou Moutai faced significant sell-offs [7][8]. - The liquid cooling server concept stocks saw explosive buying, with significant orders driving up prices, indicating strong interest in this niche [9]. Market Divergence - The ChiNext index displayed a divergence, with a maximum drop of 1.3%, highlighting a potential risk as previously strong stocks faced heavy selling [10]. - Northbound capital exhibited erratic behavior, with significant sell orders in some sectors while simultaneously increasing positions in semiconductor equipment stocks [13]. Investment Trends - The market is witnessing a tightening of thematic investments, with smaller market cap sectors like computing power leasing and satellite navigation gaining attention, while larger stocks are facing declines [14]. - There is a clear shift in investment strategies, with funds moving towards safer options, such as traditional pharmaceutical companies, while avoiding high-valuation sectors like the metaverse [16][19].

Market Overview - The overall market was weak on the last trading day of July, with major indices experiencing significant declines. The Shanghai Composite Index fell by 1.18%, closing below 3600 points, while the ChiNext Index and Shenzhen Component Index dropped by 1.66% and 1.73%, respectively. The total market turnover approached 2 trillion yuan, an increase of 909 billion yuan compared to the previous trading day, with nearly 4300 stocks declining [1]. AI Industry - The AI industry chain-related sectors showed strong performance, with liquid cooling servers and CPO concepts rising significantly. Notable stocks included Yidian Tianxia (301171) hitting the daily limit, and Shenzhou Digital (000034) reaching a peak close to the limit, currently up over 7%. Other stocks like Jinxi Modern (300830) and Zhidema (300785) also saw gains exceeding 7% [2]. - The domestic AI model performance has reached levels comparable to leading overseas models, with lower costs. Applications of domestic AI models in finance and office sectors are noteworthy, and AI agents have begun to be implemented in enterprise management scenarios, indicating substantial future growth potential [2][3]. - The liquid cooling server sector experienced a strong rally, with Industrial Fulian reaching a historical high. The market outlook for liquid cooling servers is positive, driven by AI computing demand, policy support, and technological optimization. The market space for liquid cooling servers is vast, highlighting its investment value [3]. Assisted Reproductive Technology - The assisted reproductive technology sector also saw significant gains, with an overall increase of 1.72% by the end of the trading day, ranking third among industry concept sectors. Over the past month, this sector has risen by 15.36%. Key stocks included Anke Bio (300009) and Gongtong Pharmaceutical (300966), both hitting the daily limit, while others like Guangshengtang (300436) rose over 18% [5][6]. - The implementation of the "Childcare Subsidy Implementation Plan" is expected to stimulate consumption related to maternal and infant products. The central government has allocated approximately 90 billion yuan for this initiative, which is anticipated to boost the birth rate and benefit industries related to assisted reproduction, genetic testing, and childcare services [6].

（原标题：揭秘涨停丨这一板块掀起涨停潮） 以封单金额计算，10股封单资金均超亿元。其中，英维克、胜通能源、东芯股份3股封单资金均在3亿元 以上，分别为4.61亿元、3.91亿元、3.02亿元。 英维克具有液冷服务器+数据中心+英伟达概念。此前，英维克表示，目前公司服务器侧有提供液冷散 热解决方案，同时数据中心机房侧提供风冷、液冷散热解决方案，以适配各种场景的算力需求。 人工智能发展势头强劲，算力需求旺盛，推动液冷服务器成为刚需硬件。中商产业研究院报告显示， 2023年中国液冷服务器市场规模约为109亿元，同比增长49.3%。该机构预测，到2027年，中国液冷服 务器市场规模将超680亿元。 龙头点睛：液冷服务器板块多股涨停 10股封单资金均超1亿元。 涨停战场：英维克封单资金超4亿元 据证券时报·数据宝统计，今日（7月31日），从收盘涨停板封单量来看，胜通能源、文科股份、利德曼 封单量排名前三，依次为30.73万手、27.46万手、22.27万手；诺德股份、德展健康、英维克等个股封单 量均在10万手以上。 从连续涨停天数来看，西藏旅游斩获9连板，7月15日以来累计涨幅134.22%；安正时尚和中化装备等个 股 ...

亚商投顾熊舞老师提醒大家：股市有风险，投资需要多加小心，避免不必要的风险。 一、大盘 深证成指今日延续调整，且跌幅超1.5%。从技术面来看，K线短期形成顶分型形态，且失守5日和10日均线，此外MACD指标白线拐头向下，红柱体也是快 速缩短，势能衰竭，短期走弱迹象明显。前几日复盘也是一直和大家强调，近期指数连续拉升，临近前高压力区，小心获利盘的兑现和抛压盘的释放，这不 调整说来就来，所以投资既要看到机会，也要学会看到风险，不能一味的乐观，该谨慎的时候还要谨慎。当然，对于中期向好的走势来看，下跌调整也是机 会的释放，低吸便宜筹码岂不快哉！ 3.市场情绪 两市上涨1016左右，下跌4287左右，涨跌比大致1：4，市场表现较差。 涨停及涨幅10%以上个股59家左右，跌停及跌幅10%以上的非ST股11家，短线情绪再度降温。 1.盘面 上证指数早盘小幅低开，随后震荡下行，午后跌幅扩大，截止收盘，指数下跌1.18%，收出中阴线，全天成交额8459亿，相比上交易日的8196亿，增加了 263亿。 深证成指早盘几乎平开，随后震荡调整，午后单边下行，截止收盘，指数下跌1.73%，收出大阴线，全天成交额1.02万亿，相比上交易日的 ...

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]

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [1][2] Sector Performance - Sectors such as steel, energy metals, coal mining and processing, photovoltaic equipment, and film and television cinema saw declines, while the liquid cooling server sector showed strong performance [4] - The innovative drug concept continued to perform well, with several stocks including Nanxin Pharmaceutical, Anke Bio, and Aoxiang Pharmaceutical hitting the daily limit [4] - The liquid cooling server concept had multiple stocks, including Yingweike and Icewheel Environment, reaching the daily limit [4][5] Capital Flow - Major funds saw net inflows in sectors like banking, computers, and traditional Chinese medicine, while there were net outflows in mining, paper printing, and electronic components [6] - Specific stocks such as 360, Yidian Tianxia, and Yongyou Network received net inflows of 1.133 billion yuan, 889 million yuan, and 881 million yuan respectively [6] - Conversely, Baogang Group, Dongfang Fortune, and CATL faced net outflows of 1.868 billion yuan, 1.697 billion yuan, and 1.663 billion yuan respectively [6] Institutional Insights - Galaxy Securities suggests not to make bullish moves while the Shanghai Composite Index is below the 5-day moving average, indicating a high probability of filling the gap [6] - Everbright Securities notes that market sentiment remains active, with fluctuations being a normal adjustment within the trend [7] - CITIC Securities maintains that the index is expected to continue its upward trend despite short-term fluctuations [7]