A股突发调整 3500点失而复得！原因找到了

Market Overview - The market experienced fluctuations on July 15, with the Shanghai Composite Index down 0.42%, while the Shenzhen Component and ChiNext Index rose by 0.56% and 1.73% respectively [2] - The trading volume in the Shanghai and Shenzhen markets reached 1.61 trillion yuan, an increase of 153.3 billion yuan compared to the previous trading day [2] - Over 4,000 stocks declined, indicating a generally bearish sentiment among investors [4] Sector Performance - The leading sectors included CPO, liquid-cooled servers, AI intelligence, and gaming, while coal, electricity, oil and gas, and organic silicon sectors saw significant declines [2] - The banking sector, which had previously supported the Shanghai index, weakened again, contributing to the index's decline [6] Economic Data - The National Bureau of Statistics reported that the GDP for the first half of the year was 66.0536 trillion yuan, with a year-on-year growth of 5.3% [8] - The GDP growth for the first quarter was 5.4%, while the second quarter saw a growth of 5.2% [8] Investment Sentiment - Despite the market's volatility, analysts suggest that investors should not panic and should avoid the mindset of fearing to buy during dips or chasing prices during rises [10] - The current market conditions indicate a more stable upward trend characterized by oscillations rather than sharp increases, with low volatility and moderate trading volume [10] Key Stocks and Trends - The computing power industry chain, particularly stocks related to Nvidia, saw significant gains, with over half of the top traded stocks coming from this sector [11] - Notable performers included companies like Zhongji Xuchuang, Shenghong Technology, and Xinyi Sheng, which experienced substantial price increases [12] - Nvidia's CEO Jensen Huang is set to attend a supply chain expo in China, indicating ongoing collaboration and market interest in AI technologies [13] Earnings Expectations - New Yi Sheng, a leading CPO company, projected a net profit of 3.7 to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47% [16] - Analysts expect a positive trend in earnings for the TMT sector and other high-growth areas, suggesting a favorable environment for investments in these segments [16]