Group 1 - The U.S. has lifted the EDA software export ban to China, not due to China's technological advancements, but because of the U.S. being constrained by China's dominance in rare earth materials [1] - The impact of restricting EDA software exports would severely affect China's chip manufacturing and automation industries, as they rely heavily on this software for product development [1] - Although China has its own EDA software, it still lags behind the top U.S. software, and the costs associated with switching to domestic software would be burdensome for many small and medium-sized enterprises [1] Group 2 - The Shanghai Composite Index fell by 0.33% to 3593 points, while the Shenzhen Component Index and the ChiNext Index also experienced slight declines [3][7] - The market is currently undergoing a normal adjustment after a period of growth, with a target to break through last year's high of 3674 points [3] - The trading volume decreased to 1.81 trillion yuan, down by 584 billion yuan from the previous trading day, indicating a market correction with over 2700 stocks declining [3] Group 3 - The Federal Reserve is not expected to cut interest rates in July, with predictions pushing the potential rate cut to September [5] - The rise in the Shanghai Composite Index since April has been partly driven by expectations of interest rate cuts, but the potential for further gains is limited as these expectations are already priced in [5] - As mid-year earnings reports are released, companies with disappointing results are likely to emerge, which may negatively impact the index's performance [5]
结构性分化行情开启,7月28日,A股市场将继续上攻?
Sou Hu Cai Jing·2025-07-27 17:30