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Bull market flagbearers erupt en masse! A-shares show sharp corners, and the "closing red" is coming!

Since mid-to-late July, the U.S. stock market has entered the announcement period of the earnings report, which has also caused huge shocks in the U.S. stock market, especially the performance announcements of large-capitalization targets such as Nvidia, Tesla, Microsoft, and Apple, which often lead to the rise and fall of the U.S. stock market on the same day. After three consecutive months of adjustment in the A-share market, the closing battle in July gave everyone a red reassurance, in the upcoming August market, investors still need to pay attention to the changes in policy and news, and it is still the stage when the index continues to bottom out. Pay attention to the long opportunities in the band after the index stabilizes, as well as the rebound after the sharp overfall of individual stocks.

Riding bulls and bears found that the brokerage index hit a new low in June and recorded the largest monthly decline in nearly 20 months, the decline of individual stocks expanded significantly, and the average P/B of the sector moved down to 1.075-1.145 times. The regulator continues to pay attention to the high-quality development of the capital market, emphasizing the sound function of the capital market and enhancing the internal stability, which will help stabilize the expectations of the capital market and the securities sector. At present, the brokerage sector has fully priced the pessimistic expectations of the industry fundamentals, and is expected to turn from the unilateral decline in the early stage to the bottom shock and gradually repair the valuation, and actively maintain continuous attention to the brokerage sector.

Bull market flagbearers erupt en masse! A-shares show sharp corners, and the "closing red" is coming!

The three major indexes collectively opened low, and then rose and turned red, the number of stocks in the two cities fell less than 1,000 at one time, and the theme sector of public transportation, tourism, Sora and other sectors performed strongly, and the performance of electricity, banking, insurance and other sectors was poor. Intelligent transportation concept stocks continue to be active, driven by the popular stock mass transportation, Jinjiang Online 3 boards, Haiqi Group, Longjiang Transportation have closed the daily limit, Saike Intelligent announced that its driverless taxi (Robotaxi) has been approved for the demonstration application of driverless intelligent networked vehicles in Shanghai, and is scheduled to be open to the public in August. Since the summer of this year, the domestic tourism market has started hot, and the demand for parent-child travel and summer travel has grown significantly, and the demand for outbound travel has also ushered in a concentrated release, and inbound Chinese tourism orders increased by 28% compared with the first quarter.

According to iiMedia Consulting data, it is expected that the scale of China's online micro-short drama market will exceed 100 billion yuan in 2027, and China's online micro-short drama market is in a period of explosive growth. Nvidia announced at the SiGGRAPH conference that it will provide a complete set of services, models and software platforms for the world's leading robot manufacturers, AI model developers and software manufacturers to develop, train and build the next generation of humanoid robots. The home appliance sector rebounded intraday shocks, Changhong Meiling daily limit, TCL Zhijia, Sichuan Changhong and other shares rose more than 5%, with the successive implementation of the trade-in policy in various places, Midea Group, Gree Electric Appliances and other enterprises are actively responding to the policy call, increasing investment in subsidies, recycling, research and development, etc.

Bull market flagbearers erupt en masse! A-shares show sharp corners, and the "closing red" is coming!

The Shanghai Composite Index rose more than 1% after opening low on Wednesday and returned to above 2,900 points. The securities sector rose sharply for 2 consecutive days, which is also to help the index work, in the last trading day of July, the closing battle appeared a general rise in the market, which is also a better "move". Other theme plates rotated up, and the market appeared and obvious blood market. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 2910 points.

The ChiNext index opened low on Wednesday and rose more than 2%, showing an obvious upward trend, with hot sectors rising across the board, and funds entering the market obviously, which should be treated as short-term funds first. Big consumption + big technology + big finance, these three directions are the main directions of capital involvement, indicating that new funds or "memory killing", entering the market to participate in the familiar over-falling target, such an investment logic leads to the market may continue, and it is expected to get off to a "good start" again in early August. In the afternoon, pay attention to whether the GEM index can stabilize above 1660 points.

Bull market flagbearers erupt en masse! A-shares show sharp corners, and the "closing red" is coming!

Lunchtime highlights:

1. As of July 30, the financing balance of the Shanghai Stock Exchange was 739.775 billion yuan, an increase of 413 million yuan from the previous trading day, the financing balance of the Shenzhen Stock Exchange was 667.646 billion yuan, an increase of 35 million yuan from the previous trading day, and the total of the two cities was 1407.421 billion yuan, an increase of 448 million yuan from the previous trading day.

2. The People's Bank of China carried out a 7-day reverse repurchase operation of 251.67 billion yuan today, and the winning interest rate was flat at 1.7%. There are 66.1 billion yuan of reverse repurchase due today