Market Performance - On July 31, the Shanghai Composite Index closed down 1.18%, the Shenzhen Component Index down 1.73%, and the ChiNext Index down 1.66% with a total trading volume of 1.94 trillion yuan [1] - Sectors that saw gains included ground weaponry, components, and advertising marketing, while automation equipment, chemical pharmaceuticals, and other electronics experienced declines [1] ETF Performance - The Nasdaq Technology ETF (159509) led the market with a 2.38% increase, followed by the US 50 ETF (159577) at 2.17% and the US 50 ETF (513850) at 2.02% [2] - Other notable gainers included the Innovation ETF (1.88%), Nasdaq 100 ETF (513390) at 1.78%, and Nasdaq ETF (513300) at 1.62% [2] Economic Indicators - The US reached a tariff reciprocity agreement with multiple countries, including South Korea, reducing tariffs to 15%, thus avoiding potential trade conflicts [2] - The Federal Reserve maintained interest rates during the July meeting but did not rule out a rate cut in September, emphasizing a "data-dependent" approach, which provided liquidity expectations to the market [2] - The US GDP for Q2 rebounded to 3.0%, significantly exceeding previous values and forecasts, while July ADP employment added 104,000 jobs, indicating a strong economic recovery and enhancing confidence in a "soft landing" [2] Company Performance - Major tech companies reported strong earnings, with Meta's revenue increasing by 22% due to accelerated AI ad monetization, and Microsoft's Azure growing by 39% alongside a $100 billion AI investment, validating their profitability and AI commercialization capabilities [2]
ETF涨跌幅排行丨纳指、美国相关ETF涨幅居前 地产、矿业相关ETF各有2只上跌幅榜
Sou Hu Cai Jing·2025-07-31 11:54