Stock A closing evaluation: Real estate surged in the afternoon! Leading stocks hit four consecutive limit up.

Today, the A-share market overall rose and then fell back, with real estate and major financial sectors gaining strength in the afternoon. At one point, the Shanghai Composite Index rose nearly 1%, but it dropped again towards the end of the trading day. The market's total turnover exceeded 1.4 trillion, with more stocks rising than falling. Orient pointed out that overall, the recent performance of A-shares has shown resilience, despite continued external negative disturbances. The market sentiment is relatively stable, with dividends and technology still being the mainstream investment strategies. In terms of the market, the new urbanization, house inspection, and building materials sectors in the real estate chain saw a surge in prices in the afternoon, with Chong Qing Yukaifa and China Fortune Land Development among the stocks that hit the limit up. The major financial sector strengthened, with brokerage and banking leading the way, and the four major banks reaching new historical highs. The "anti-internal competition" theme continued to ferment, with sectors like photovoltaics and steel performing strongly. Companies with positive mid-year performance forecasts, like China Northern Rare Earth, led to a rise in the rare earth sector. Additionally, sectors like healthcare, logistics, retail, and education also showed some performance. On the downside, sectors like gaming, defense industry, and consumer electronics saw the biggest declines. Looking ahead, Yin Hua Fund stated that as the time for interim reports approaches, the market may gradually increase its focus on earnings certainty amidst short-term fluctuations. In terms of individual stocks, there were 2,947 gainers and 2,279 decliners in the two markets, with 194 stocks closing unchanged. A total of 69 stocks hit the limit up, while 15 hit the limit down. By the close, the Shanghai Composite Index rose 0.48% to 3509.68 points, with a turnover of 613.2 billion. The Shenzhen Component Index rose 0.47% to 10,631.13 points, with a turnover of 881 billion. The ChiNext Index rose 0.22% to 2,189.58 points. In terms of fund flows, in the morning, main funds focused on the photovoltaic equipment, chemical pharmaceutical, and minor metal sectors. Stocks like China Northern Rare Earth, Sinodata Co. Ltd., and Sungrow Power Supply were among the top net inflow stocks. In news recap: 1. The National Development and Reform Commission announced increased investment in key areas of new urbanization using the "two heavy, two new" funds as a key driver. 2. The China Association of Automobile Manufacturers reported a 40.3% year-on-year increase in auto sales in the first half of the year. 3. Shanxi Province aims to accelerate the construction of a new energy system and create an important national energy raw material base. 4. The World Artificial Intelligence Conference will take place in Shanghai from July 26 to 28. Market outlook: 1. Dongguan Securities believes that positive sentiment is expected to continue in the short term. 2. China Great Wall believes a new theme is emerging in the market. 3. Yin Hua Fund does not see a high upward potential for the index at the moment. Translated from "Tencent Stock Selection" and edited by Liu Jiayin for GMTEight.