PCB产业链掀涨停潮，牛股一个月股价翻倍！沪指步入牛市了吗？

Group 1 - A-shares experienced a broad-based rally following the announcement of tariff news, with significant gains in the photovoltaic, PCB supply chain, and Nvidia supply chain sectors, including stocks like Industrial Fulian and Honghe Technology hitting the daily limit [1] - The U.S. President Trump signed an executive order to extend the delay of "reciprocal tariffs" from July 9 to August 1, while the EU is still negotiating a bilateral trade agreement with the U.S. before the July 9 deadline [1] - The PCB raw material sector has seen substantial increases, with Honghe Technology up 77% and Zhongcai Technology up 42% since early June [1] Group 2 - The Shanghai Composite Index closed at 3497 points, indicating a likely breakthrough of the key 3400-point level, suggesting a higher probability of entering a main upward trend [4] - There are two profit models in the A-share market: one driven by trading sentiment, mainly involving concept stocks, and the other based on fundamental logic supported by performance, which is more manageable for retail investors [4][5] - Sectors such as submarine optical cables, high-temperature superconductors, commercial aerospace, and brokerage firms are viewed as promising investment opportunities [6]