July 31 Review Notes: AI Applications/Robots/Computing Power Leasing/PCB/Semiconductors/Optical Communications/Consumer, etc.

English summary

### July 31 Review Notes: AI Applications/Robots/Computing Power Leasing/PCB/Semiconductors/Optical Communications/Consumer, etc.

Time: 2026-07-31 15:42:11

Content: Table of contents 1. Major financial information 2. Market performance 3. Strong sectors and individual stock analysis

I. Major financial information: ① July manufacturing Purchasing Managers' Index (PMI) was 49.2%, down 1.1 percentage points from the previous month. ② NDRC: Recently, it is working with relevant departments to accelerate the research and formulation of the implementation plan for the strategy of expanding domestic demand (2026-2030). ③ NDRC: AI-related industries maintain high growth of over 30%.

II. Market performance: The Shanghai Composite Index rose 0.72%, the Shenzhen Component Index rose 2.21%, the ChiNext Index rose 3.06% (once up over 6% in early trading), and the STAR 50 rose 2.99% (opened up 8% in early trading). The total turnover of the Shanghai, Shenzhen, and Beijing markets exceeded 2.5 trillion yuan, with an increase of over 200 billion yuan compared with yesterday. …