中美大利好！A股高开高走，美联储是否降息关注今晚

Group 1 - A-shares showed strength today, with the ChiNext Index reaching a recent high and the Shanghai Composite Index also hitting a recent peak, raising speculation about testing the 3500-point level [1][9] - The market reacted positively to the news of a 20% tariff on exports from Vietnam to the U.S., which is lower than tariffs from the 2018 trade war, benefiting the supply chain and leading to significant gains in related stocks [3][5] - Major stocks such as Industrial Fulian and Pengding Holdings saw their shares hit the daily limit, reflecting strong market sentiment towards the export sector [3][4] Group 2 - The U.S. ADP employment report showed a surprising decrease of 33,000 jobs in June, the first negative growth since March 2023, which may influence the Federal Reserve's interest rate decisions [5] - The U.S. and Vietnam have reached a trade agreement, imposing a 20% tariff on Vietnamese exports and a 40% tariff on transshipped goods, while Vietnam has agreed to eliminate all tariffs on U.S. imports [5] - The market is experiencing a liquidity surplus, with insurance institutions holding over 560 billion yuan in H-shares, indicating a strong foundation for A-shares to potentially reach 3500 points this year [9]