Group 1 - The core viewpoint of the article emphasizes the need for continuous macro policy support and timely adjustments in monetary policy to promote a reduction in overall financing costs [2][3] - The recent meeting of the Political Bureau left room for future policy adjustments, indicating a proactive stance in response to changing economic conditions [3] - Key upcoming events include the US Federal Reserve's interest rate decision and the release of the US non-farm payroll report, which are expected to impact market dynamics [4][6] Group 2 - The A-share market showed mixed performance, with the Shanghai Composite Index reaching a new high for the year, while the Shenzhen Component and ChiNext Index experienced declines [7] - The market's upward trend is becoming more challenging, as evidenced by the decreasing number of rising stocks over the past three days [8] - A significant market pullback occurred, attributed to the emergence of a divergence signal in the 60-minute chart of the Shanghai Composite Index, which is common in bullish markets [9][10] Group 3 - The Shanghai Composite Index is currently facing a pressure zone between 3700 points ± 30 points, which may lead to a potential market correction [11] - Despite the possibility of a market pullback, the Shanghai 50 and CSI 300 indices have broken through multiple resistance levels, suggesting limited downside potential [11] - The banking sector showed a rebound after a prolonged adjustment, while other core sectors like CPO and PCB experienced slight corrections [11] Group 4 - Recent performance in key sectors indicates significant monthly gains, with PCB and CPO indices rising over 10%, and the innovative drug and CXO sectors seeing increases of around 20% [11][12] - The article notes that stocks with substantial monthly gains may face challenges in sustaining further increases in the following month [12] - A summary indicates that the recent market pullback is a normal occurrence, with both upward and downward movements being probable, while emphasizing the importance of maintaining a bullish outlook [12]
部分趋势核心股大幅调整!大盘盘中为何跳水?
Mei Ri Jing Ji Xin Wen·2025-07-31 00:38