In the first half of the year, the securities gold stock index rose by more than 80%. In July, the focus will be on "growth diffusion + market value".

The A-share market in the first half of 2026 is coming to a close, and the overall performance of the securities golden stock index is also presented to investors. Wind data shows that out of the 35 securities golden stock indexes it tracks, 29 achieved positive returns in the first half of the year. The highest increase was seen in the Ping An Securities Golden Stock Index, which rose by 46.51% in the first half of the year. The indexes of Zhongshan Securities, Dongxing Securities, and Zhejiang Securities also performed relatively well. On July 1st, the A-share market welcomed the first trading day of the second half of the year, with the Shanghai Composite Index closing up. Sectors such as agriculture, forestry, animal husbandry, fishery, and non-bank financial institutions stood out. Looking ahead to the market in July, industry insiders believe that the differentiation of performance within the technology sector will further expand market volatility. However, there is no systemic risk in the market, and they suggest focusing on two main directions: "growth diffusion + large-cap value." On one hand, pay attention to the growth diffusion market led by the AI main theme, and on the other hand, focus on the large-cap value style with high cost-effectiveness.