（2）8月以来，QDII基金再掀限购潮。截至8月10日，博时纳斯达克100ETF、万家纳斯达克100、长信标普100等相继公告 暂停申购或下调大额上限。公募人士透露，新增QDII额度已快速耗尽，叠加海外市场波动放大，限制申购旨在平抑溢价、 保护持有人利益。 数据显示，截至8月6日，全市场权益类基金近一月平均净值上涨5.88%，其中主动权益基金平均涨幅达7.27%，4426只产品 收益为正，占比高达97.55%。基金二季报揭示，领跑基金普遍重仓AI算力与云计算龙头。受访基金经理表示，AI产业仍处 高景气起点，后市将继续沿科技主线深挖全球竞争力的结构性机会。 （3）8月8日，首批两只数据中心REITs挂牌即封30%涨停，至此首日涨停的公募REITs已增至15只，占全部73只的20.55%。 上市以来，73只产品平均收益近35%，17只涨幅超50%，赚钱效应显著。然而全市场REITs规模仅两千亿元出头，面对汹涌 配置需求仍显捉襟见肘，优质资产供给缺口成为当下最大瓶颈。 三、08月08日新发基金一览（不包含传统封闭式基金） 一、交易提示 金融界8月8日消息 A股三大指数全天弱势震荡,创业板指午后一度翻红,截至收盘,沪 ...

Market Performance - On July 29, the Shanghai Composite Index rose by 0.33%, the Shenzhen Component Index increased by 0.64%, and the ChiNext Index surged by 1.86%[1] - The total trading volume in the Shanghai and Shenzhen markets approached 1.8 trillion yuan, showing a slight increase compared to the previous trading day[1] - Over 2,200 stocks in the two markets experienced gains, indicating a strong market performance[1] Sector Highlights - Key sectors that saw significant gains included telecommunications, pharmaceuticals, electronics, steel, oil, and defense industries[1] - The ChiNext Index's strong performance was driven by technology growth stocks, particularly in the innovation drug and computing power supply chains[2] Capital Flow - On July 29, net inflows into the Shanghai Stock Exchange amounted to 13.446 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 8.955 billion yuan[3] - The top three sectors for capital inflow were semiconductors, communication equipment, and medical services, while the largest outflows were from state-owned banks, urban commercial banks, and the electricity sector[3] Economic Policies - The Ministry of Agriculture and Rural Affairs announced a plan to boost agricultural product consumption, involving 23 specific measures to stimulate market growth[4] - The establishment of a third central enterprise automobile group aims to enhance the development of smart connected new energy vehicles[5][6] Monetary Policy - The People's Bank of China conducted a 449.2 billion yuan reverse repurchase operation, resulting in a net injection of 234.4 billion yuan into the market[7] Trade Statistics - In the first half of the year, trade between China and Central and Eastern European countries reached 522.88 billion yuan, marking a 6.8% year-on-year increase[8] Fund Management - In the second quarter, public funds increased their holdings in bank stocks, with the banking sector reaching its highest allocation in nearly four years[12] - QDII funds have begun to impose purchase limits, with some funds suspending large subscriptions due to high demand[13]