A股拉升又跳水原因找到了！干拉银行没用？4000多家下跌

Market Overview - The Shanghai Composite Index is at a critical point, attempting to break through the 3500 level, which has previously seen multiple failed attempts since last year's National Day, indicating a significant amount of trapped positions [1] - The market sentiment needs to align with bullish expectations, requiring substantial buying power and limited selling pressure to successfully breach this level [1][3] - The recent trading volume reached 1 trillion, but it was insufficient for a successful breakout, leading to a high close followed by a pullback [3] Economic Indicators - The U.S. non-farm payrolls for June reported an increase of 147,000 jobs, surpassing the market expectation of 110,000, while the unemployment rate fell to 4.1% [4][5] - This data undermines the market's hopes for an interest rate cut in July, indicating resilience in the U.S. economy [5] Sector Performance - The banking sector, along with media, utilities, and steel industries, showed strong performance, while sectors like beauty care, non-ferrous metals, and basic chemicals faced declines [11] - The market capitalization reached 1.45 trillion, with over 4100 stocks declining [8] Legislative Developments - The U.S. House of Representatives passed a significant tax and spending bill, which is expected to bolster economic support, with President Trump set to sign it [4][5] Company News - General Electric Aviation has received notification from the U.S. government to resume supplying jet engines to China's COMAC [6]