截至8月5日，A股两融余额突破2万亿元。上一次两融余额突破2万亿元，是在2015年5月份的大牛 市顶峰。 一般来说，A股两融余额的变动与行情走势密切相关。当市场风险偏好上升、指数走高时，融资客 看好行情，会加大融资力度；反之，则会减少融资力度。 如今，两融余额突破2万亿元，不仅是行情向好的表现，也是市场做多情绪提升的表现。 另外要提到的是，当前融资余额占流通市值的比例，维持在2.23%~2.30%，远低于历史峰值的 4.72%，这说明杠杆水平整体较为稳健，暂时不用担心杠杆是否可控的问题。 我们回到市场。 今天，A股三大指数继续上涨。截至收盘，上证指数、深证成指、创业板指数分别上涨0.45%、 0.64%、0.66%。A股全天成交1.76万亿元，上一个交易日成交1.62万亿元。 大市方面，上证指数距离前高的3636点一步之遥。按照当前三连阳的惯性，突破3636点是大概率事 件。 从最近一年的行情来看，无论是助力指数冲关，还是"配合市场"做短期顶部，证券板块都扮演着重 要角色。所以，接下来可能要观察证券板块到底会有怎样的表现。 板块方面，人形机器人(300024)与军工两大方向爆发。 人形机器人方面，PEEK材料 ...

Market Overview - On August 6, US stock indices opened higher, with significant gains in several stocks [1] - The Dow Jones Industrial Average rose by 13.10 points (0.03%) to 44,124.84, the Nasdaq increased by 85.95 points (0.41%) to 21,002.50, and the S&P 500 gained 14.98 points (0.24%) to 6,314.17 [2] Company Performance - Astera Labs, a Silicon Valley semiconductor company, saw its stock price surge over 35% following an upgrade from investment bank Stifel, which raised its target price from $110 to $145, reflecting optimistic market expectations for the company's future [4][5] - Shopify's stock rose nearly 20% after reporting Q2 revenue of $2.68 billion, exceeding the expected $2.55 billion, with an EPS of $0.69 against an estimate of $0.21 [6][7] - Supermicro Computer's stock dropped over 19% after reporting Q4 revenue of $5.76 billion, which was below the analyst expectation of $6.01 billion, and significantly lowered its FY2026 revenue forecast from $40 billion to $33 billion [8] - Apple's stock increased over 3% after announcing a commitment to invest $100 billion in domestic manufacturing in the US, aiming to localize more supply chain components [9][10] - Tesla's stock rose over 2% as CEO Elon Musk announced the training of a new fully autonomous driving model, expected to be ready for public release by the end of next month [12][13][14]