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股市市场信心逐步恢复?7月5日,深夜有哪些重要消息持续发酵!
Sou Hu Cai Jing·2025-07-05 05:33

Group 1 - The core viewpoint is that the resumption of jet engine supply from General Electric to COMAC indicates a gradual easing of U.S. technology restrictions on China, suggesting a new cooperative dynamic between the two countries [1] - The recent lifting of restrictions on chip and ethane supplies further supports the notion of improved U.S.-China relations, which is seen as a positive signal for the market and may lead to a turning point for the Chinese economy in the second half of the year [1] - The market has been adjusting due to trade restrictions, and the gradual resolution of these issues is expected to restore market confidence [1] Group 2 - The unexpected news of the U.S. resuming jet engine supplies has sparked bullish sentiment in the A-share market, despite the expectation of a market adjustment [2] - The market's upward movement driven by positive news may not change the underlying market dynamics, leading to a potential return to previous levels after initial gains [2] - The index's performance may not correlate with individual stock movements, indicating that even if the index reaches new highs, many stocks may not follow suit [3] Group 3 - The three major indices experienced slight increases, with the Shanghai Composite Index reaching a new high for the year, although there was significant divergence in market performance [4] - A large number of stocks experienced declines, leading to a greater loss effect compared to previous days, particularly in the small-cap sector [4] - The market's downturn is attributed to the impact of new quantitative regulations, which have adversely affected short-term market dynamics and made it challenging for investors to capitalize on opportunities [4]