{"id":141605,"date":"2025-08-03T06:41:55","date_gmt":"2025-08-02T22:41:55","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=141605"},"modified":"2025-08-03T06:41:55","modified_gmt":"2025-08-02T22:41:55","slug":"%e4%b8%bb%e5%8a%9b%e8%b5%84%e9%87%91%e5%a4%a7%e6%8c%aa%e7%a7%bb%ef%bc%9aai%e8%b5%9b%e9%81%93%e5%86%85%e9%83%a8%e8%bd%ae%e5%8a%a8%ef%bc%8c%e9%93%b6%e8%a1%8c%e8%82%a1%e6%88%90%e9%81%bf%e9%99%a9-2","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=141605","title":{"rendered":"\u4e3b\u529b\u8d44\u91d1”\u5927\u632a\u79fb”\uff1aAI\u8d5b\u9053\u5185\u90e8\u8f6e\u52a8\uff0c\u94f6\u884c\u80a1\u6210\u907f\u9669\u6e2f\u6e7e"},"content":{"rendered":"

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川观新闻记者 彭瑀珩 8月1日，A股市场震荡调整，三大指数集体收跌，成交额缩量显著。其中，沪指开盘后冲高回落，午后快速跳水，延续了前一日的风格。最终收报3559.95点，跌幅0.37%；深成指收报10991.32点，跌0.17%；创业板指收报2322.63点，跌0.24%。全市场合计成交16199亿元，较前一交易日减少3420亿元。 上证指数当日走势。 当日个股涨多跌少，全市场超3300只个股上涨，但热点较为分散，板块轮动节奏加快。领涨板块中，光伏设备受行业利好推动，捷佳伟创强势涨停；AI应用端延续活跃态势，万兴科技、鼎捷数智纷纷拉升，昨日收获20CM的易点天下从深水拉起，环球印务则成为AI应用中唯一的2板股；教育培训、中药板块同样表现不俗。 领跌板块方面，地面兵装板块跌幅居前；钢铁、有色等顺周期板块受美国关税调整冲击，表现疲弱；中船系、民爆、跨境支付、CPO等板块也处于跌幅前列。 主力资金整体净流出474亿元，板块资金流向分化显著。银行、光伏设备、生物制药等板块获大单净流入，主要受益于政策利好与行业自身的高成长性；而华为概念、国企改革、芯片概念等板块大单流出明显。 值得一提的是，AI科技板块内部轮动特征突出。当天午后2点，主力资金回流AI科技领域，资金更偏好低位补涨的AI应用方向，如AI智能体，而高位的AI硬件方向PCB、CPO等则领跌——中际旭创、新易盛、胜宏科技等因前期加速上涨，出现高位补跌，整体符合“高低切”逻辑。 此外，银行股逆势走强。当天，农业银行股价创历史新高，四大行全部上涨。银行股与大盘走出“跷跷板”行情，当市场进攻性板块缺乏机会时，资金会选择银行板块进行防御避险；反之，当市场进攻情绪高涨时，资金则会流出银行板块。 分析认为，A股经历前期上涨后进入震荡调整阶段，上证指数或在3500—3600点区间窄幅波动，市场需要时间消化获利盘并等待更多积极信号。 【未经授权，严禁转载！联系电话028-86968276】
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川观新闻记者 &#2442 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-141605","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/141605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=141605"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/141605\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=141605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=141605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=141605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}