A-Share Midday Review: Shanghai Composite Falls 0.68%, Cyclical Stocks Adjust, AI Strengthens! Over 3,400 Stocks Fall, Turnover Reaches 11.5 Million Yuan, and Trading Volume Increases by 556 Billion; Institutional Insights

July 31st message, the market trend has divided, with the Shanghai Composite and Shenzhen Component both adjusting, while the ChiNext Composite rose slightly. In terms of sectors, concept stocks related to assisted reproduction have risen sharply, with joint drug companies, including Ledian (300289) and Yikang New Material (002837), leading the charge. AI algorithm-related stocks have also risen sharply, with liquid-cooled server direction leading the way, including Aoke Pharmaceutical (603229) and Kangyuan Pharmaceutical (600557). The chemical pharmaceutical sector has also seen strong gains. The steel sector, on the other hand, has experienced a decline, with Baosteel (600010) and Ansteel (600569) leading the decline. Coal stocks have also fallen, with Qunjing Oilfield (300164) and Youyuan Oilfield (600588) experiencing significant declines. Overall, individual stocks have fallen more than risen, with over 3,400 stocks declining.

As of midday, the Shanghai Composite fell 0.68%, the Shenzhen Component fell 0.45%, and the ChiNext Composite rose 0.43%. The sector with the strongest gains was assisted reproduction, followed by AI algorithm-related stocks. In terms of specific stocks, Easy Point (300785) and Youyuan Oilfield (600588) led the charge.

Hot sectors:

1. AI applications

Easy Point, Worth Buying (300785) and Youyuan Oilfield (600588) have all seen significant gains.

Institutional insights:

According to securities companies, the A-share market has experienced a rebound in recent months, driven by policy support and the growth of individual investors. The growth of individual investors has been particularly strong, with many new investors entering the market. This reflects the increasing confidence of investors in the stock market and the effectiveness of stabilizing policies.