Opened on Tuesday, attention, urgent reminder to 250 million stock investors, just now, two major news broke in the A-share market: no nonsense, let's get straight to the point:
1. In July, the number of new A-share accounts reached 1.96 million, a year-on-year increase of 71%, far exceeding the level of new accounts in the same period last year!
In January, the total number of new A-share accounts was 1.57 million, February saw a nearly doubled growth to 2.84 million, March broke through 3 million, April saw a 37.22% month-on-month decline due to market fluctuations caused by tariff disputes, May fell back due to holiday effects, June saw a slight recovery, and July increased by 19.27% month-on-month.
Personal opinion: From May to August last year, there was continuous shrinking and a downward trend, while this June the market built a bottom and rebounded, and July saw a surge in volume, which aligns with expectations for year-on-year growth in account numbers. It is also worth noting that last October, the historical peak at 3674 points saw a trading volume of 2.6 trillion, which has not yet been resolved, indicating a need for larger incremental funds from outside the market to break through the previous highs.
2. The 2025 World Robot Conference will also be held from August 8 to 12 in the Beijing Economic and Technological Development Zone. Additionally, Zhiyuan Robotics announced that it will hold its first partner conference in Shanghai on August 21, 2025, where hundreds of robots will make their appearances, and a "mysterious new product" will also be launched!
Personal opinion: Today's rise in the robotics concept is driven by two news items: first, the global robotics conference will be held on August 8, and second, the global robotics sports event will take place until August 17 after the conference. Yesterday, it was emphasized that the main players in robotics were returning, so pay attention to buying on dips. Today, the sector has reached a new peak, and the next step is to explore opportunities for supplementary gains in the sector.
3. How will the market unfold next?
Today, the Hong Kong stock market saw a significant rise in the semiconductor sector, and the main players in A-share semiconductor chips have returned, including a significant increase in positions in the robotics concept. The technology industry chain is expected to take off in August. Remember what I said yesterday: in August, the mainstream focus will be on self-control, robotics, and restructuring concepts!
Tomorrow, the market will primarily focus on recovery, and then we will see the strength of the main line in August after the recovery! Today, as expected, it retreated to around 3547 points to build momentum for an upward attack, which reflects the trend of sector rotation and rebound. Tomorrow, on Tuesday, we will first look for a surge near 3590. The ChiNext is expected to have supplementary gains! The ChiNext candlestick pattern shows a small upward line following a doji star, indicating a stop in the downward trend and a quick return to an upward momentum, building up for a rebound!