长江商报消息 ●长江商报记者 邹平 昨日A股三大股指低开高走，沪指日K线收阳，终止了此前的两连阴走势。 盘面上，人形机器人板块午后持续走强，松霖科技、浙江荣泰盘中创新高，日盈电子2连板。游戏板块 同样表现活跃，巨人网络封板涨停。医疗器械板块午后拉升，利德曼、大博医疗、易瑞生物涨幅居前。 影视院线板块多数调整，幸福蓝海大跌超10%。零售板块表现落后，大连友谊、茂业商业跌停。 巨丰投顾表示，从目前趋势看，市场整体趋势依然向上，沪指冲破3600点后，市场分歧加剧；但不必因 市场的短期震荡改变对行情趋势向好的基本判断。具体投资方向上，建议关注维持高景气度的半导体、 消费电子、人工智能、机器人、低空经济等领域的增量机会。 责编：ZB 截至收盘，沪指涨0.66%，报3583.31点；深成指涨0.46%，报11041.56点；创业板指涨0.5%，报2334.32 点。沪深两市合计成交近1.5万亿元。 行业板块多数收涨，航天航空、贵金属、电机、仪器仪表、通用设备、珠宝首饰、船舶制造、汽车零部 件、塑料制品板块涨幅居前，商业百货、保险板块跌幅居前。 ...

证券之星消息，8月4日影视院线板块较上一交易日上涨0.17%，光线传媒领涨。当日上证指数报收于3583.31，上涨0.66%。深证成指报收于 11041.56，上涨0.46%。影视院线板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300251 | 光线传媒 | 20.90 | 3.83% | 178.10万 | | 37.51亿 | | 600977 | 中国电影 | 14.16 | 3.36% | 121.23万 | | 17.56亿 | | 001330 | 博纳影业 | 4.92 | 1.86% | 36.84万 | | 1.78亿 | | 000802 | 北京文化 | 5.80 | 1.75% | 62.61万 | | 3.64亿 | | 300182 | 捷成股份 | 6.15 | 0.65% | 353.29万 | | 22.08亿 | | 002343 | 窓文传媒 | 8.24 | 0.49% | 42.09万 | | 3.44亿 | | ...

Market Overview - The A-share market experienced a low opening followed by a rise, with the Shanghai Composite Index closing at 3583.31 points, up by 0.66% and a total transaction volume of 639.776 billion yuan [1] - The Shenzhen Component Index closed at 11041.56 points, up by 0.46% with a transaction volume of 858.775 billion yuan [1] - The ChiNext Index closed at 2334.32 points, up by 0.50% with a transaction volume of 434.925 billion yuan [1] Sector Performance Top Gaining Sectors - Military Electronics: Increased by 4.69%, with a total transaction volume of 139.923 million hands and a transaction value of 29.505 billion yuan [1] - Military Equipment: Rose by 4.38%, with a transaction volume of 252.523 million hands and a transaction value of 60.033 billion yuan [1] - Automation Equipment: Gained 3.19%, with a transaction volume of 100.825 million hands and a transaction value of 27.395 billion yuan [1] Top Losing Sectors - Insurance: Decreased by 0.61%, with a transaction volume of 28.155 million hands and a transaction value of 5.005 billion yuan [1] - Film and Television: Fell by 0.58%, with a transaction volume of 130.037 million hands and a transaction value of 14.072 billion yuan [1] - Photovoltaic Equipment: Declined by 0.55%, with a transaction volume of 135.976 million hands and a transaction value of 22.448 billion yuan [1]

Market Overview - The A-share market experienced a slight fluctuation after opening lower, with all three major indices closing in the green. The Shanghai Composite Index rose by 0.66%, the Shenzhen Component increased by 0.46%, and the ChiNext Index gained 0.5% [1][2] - The total trading volume for the day was 1.52 trillion yuan, a decrease of 101.7 billion yuan compared to the previous trading day, with over 3,800 stocks rising [1][2] Sector Performance Aerospace and Defense - The aerospace and military industry sectors saw significant gains, with stocks like North China Long Dragon, Aileda, and Hengyu Xintong hitting the daily limit [2][4] - The military equipment sector collectively surged, with several stocks reaching their daily limit, including North China Long Dragon and Aileda, both up by 20% [4][5] Precious Metals - The precious metals sector experienced a collective rise, with Chifeng Jilong Gold up by 7.44% and Shandong Gold increasing by 6.78% [6][7] - The price of gold in London rose over 2% to $3,362.64, driven by increasing expectations of interest rate cuts from the Federal Reserve [6] Robotics - The humanoid robot sector showed strong performance in the afternoon, with stocks like Xingyun Co. rising over 14% and several others hitting the daily limit [9] - The announcement of a partner conference by Zhiyuan Robotics in August 2025, featuring the debut of a "mysterious new product," contributed to the sector's positive sentiment [9] Gaming - The gaming sector performed well, with Giant Network hitting the daily limit and other stocks like Shenzhou Taiyue and Jibite rising significantly [10][11] Retail - The retail sector lagged behind, with stocks like Maoye Commercial and Dalian Friendship hitting the daily limit downwards, and several others declining over 3% [12][14] Solar Equipment - The solar equipment sector faced challenges, with stocks like Juhe Materials and Daqo New Energy declining by 4.89% and 3.2% respectively [13] Tourism and Hospitality - The tourism and hotel sector saw most stocks decline, with Tibet Tourism hitting the daily limit downwards and several others dropping over 4% [16] Future Outlook - The market is expected to experience a phase of consolidation after recent adjustments, influenced by changes in policy expectations and global economic conditions. Key sectors to watch include semiconductors, AI applications, humanoid robots, innovative pharmaceuticals, non-ferrous metals, and defense [1][16]

金十数据8月4日讯，A股今日低开高走，三大股指全线收红。截至收盘，沪指涨0.66%，深证成指涨 0.46%，创业板指涨0.5%；沪深两市全天成交额1.5万亿，全市场超3800只个股上涨。盘面上，军工股集 体爆发，北方长龙、恒宇信通、爱乐达20CM涨停；贵金属板块涨幅居前，人形机器人概念股尾盘拉 升。保险股、影视院线股跌幅居前，幸福蓝海跌超11%。 A股收评：三大股指全线收涨 全市场超3800只个股飘红 ...

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.66%, the Shenzhen Component Index by 0.46%, and the ChiNext Index by 0.5% [1] - The North China 50 Index saw a rise of 0.96%, while the total trading volume in the Shanghai and Shenzhen markets reached 15,182 billion yuan, a decrease of 1,017 billion yuan compared to the previous day [1] Sector Performance - Over 3,800 stocks in the market experienced gains, with notable sectors leading the rise including military equipment, precious metals, robotics, gaming, PEEK materials, and semiconductors [1] - The military equipment sector saw a significant surge, with stocks like Great Wall Military Industry, North China Long Dragon, and Construction Industry hitting the limit up [1] - The humanoid robot sector continued to strengthen in the afternoon, with companies such as Songlin Technology and Zhejiang Rongtai reaching new highs, and Daying Electronics achieving two consecutive limit ups [1] - The gaming sector was also active, with Giant Network hitting the limit up [1] - The medical device sector saw gains in the afternoon, with companies like Lide Man, Dabo Medical, and Yirui Biological leading the increases [1] Declining Sectors - The film and television sector mostly adjusted, with Happiness Blue Sea experiencing a drop of over 10% [1] - The retail sector lagged, with Dalian Friendship and Maoye Commercial hitting the limit down [1] - The tourism and hotel sectors mostly declined, with Tibet Tourism hitting the limit down [1]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月4日｜A股开盘，沪指跌0.36%，深证成指跌0.53%，创业板指跌0.66%。盘面上，现货黄金上 周五一度突破3360美元，黄金股集体上涨，西部黄金(601069)、晓程科技涨超4%；暑期档票房破70亿， 影视院线板块再度活跃，中国电影(600977)涨超8%，北京文化(000802)涨超4%；中药板块高开，奇正藏 药(002287)4连板，新天药业(002873)涨超8%；油气板块低开，潜能恒信(300191)、准油股份跌超3%。 (格隆汇) ...

A股开盘，沪指跌0.36%，深证成指跌0.53%，创业板指跌0.66%。盘面上，现货黄金上周五一度突破 3360美元，黄金股集体上涨，西部黄金、晓程科技涨超4%；军工板块盘初拉升，爱乐达涨超15%，长 城军工涨超7%；暑期档票房破70亿，影视院线板块再度活跃，中国电影涨超8%，北京文化涨超4%；中 药板块高开，奇正藏药4连板，新天药业涨超8%；油气板块低开，潜能恒信、准油股份跌超3%。(格隆 汇) ...

Box Office Performance - The summer film season has seen a total box office exceeding 6.8 billion yuan, with films like "Nanjing Photo Studio," "Chang'an's Lychee," and "Jurassic World: Rebirth" leading the charts [1][4] - "Nanjing Photo Studio" has achieved over 1.4 billion yuan in box office revenue within 9 days of its release, establishing itself as a strong contender for the summer box office [4] - "Chang'an's Lychee," directed by Da Peng, has surpassed 600 million yuan in box office revenue since its release on July 18 [4] Upcoming Films - Several highly anticipated films are set to release, including "Dongji Island" on August 8 and "Bad Guys Alliance 2" on August 16, among others [5] - The animated film "Wang Wang Mountain Little Monster" has also gained attention, crossing 100 million yuan in box office revenue shortly after its release [4] Market Trends - The film industry has seen a significant increase in stock prices, with the film and cinema sector index rising over 30% since April 9 [5][7] - Happiness Blue Sea has emerged as a major winner in the summer box office, with its stock price increasing by 134% since June 3 [7][8] - Other companies like China Film and Shanghai Film have also seen stock price increases of over 30% during the same period [7][8] Investment Insights - Analysts suggest that the summer box office is a critical period for annual revenue, with expectations for growth driven by a rich content pipeline and improving consumer sentiment [9] - Investment strategies are recommended to focus on leading cinema chains and content platforms, although there may be short-term risks of stock price corrections due to previous gains [9]

Market Overview - A-shares experienced a pullback this week, with sectors such as innovative drugs, CRO, and film box office showing the highest gains, while small metals, coal, and rare earth permanent magnets faced the largest declines [1] - The Shanghai Composite Index fell by 1.8%, the CSI 500 Index decreased by 1.6%, the ChiNext Index dropped by 0.7%, the STAR Market 50 Index declined by 1.7%, and the Hang Seng China Enterprises Index decreased by 3.8% [1][3] Index Performance - The rolling P/E ratios for major indices are as follows: - CSI 300 Index: 13.2 times - CSI 500 Index: 15.3 times - ChiNext Index: 33.7 times - STAR Market 50 Index: 144.6 times - Hang Seng China Enterprises Index: 10.2 times [3] - The rolling P/E ratio percentiles indicate relative valuation levels, with the following percentiles: - CSI 300 Index: 52.2% - CSI 500 Index: 55.5% - ChiNext Index: 17.5% - STAR Market 50 Index: 99.3% - Hang Seng China Enterprises Index: 62.3% [3] Sector Composition - The CSI 300 Index comprises 500 large-cap, liquid securities covering 91 out of 93 three-level industries [4] - The ChiNext Index consists of 100 stocks with high market capitalization and liquidity, with strategic emerging industries accounting for over 55% of the index, particularly in power equipment, pharmaceuticals, and electronics [4] - The STAR Market 50 Index includes 50 large-cap, liquid stocks, with over 50% in semiconductors and nearly 75% combined in medical devices, photovoltaic equipment, and software development [4] - The Hang Seng China Enterprises Index includes 50 large-cap, actively traded stocks from mainland China listed in Hong Kong, with over 85% in consumer discretionary, financials, information technology, and energy sectors [4] Recent Performance Trends - Over the past month, the cumulative performance of major indices is as follows: - CSI 300 Index: +2.8% - CSI 500 Index: +3.6% - ChiNext Index: +9.4% - STAR Market 50 Index: +5.5% - Hang Seng China Enterprises Index: +0.9% [7] - Year-to-date performance shows: - CSI 300 Index: +3.1% - CSI 500 Index: +4.0% - ChiNext Index: +8.5% - STAR Market 50 Index: +4.8% - Hang Seng China Enterprises Index: +20.8% [7]