Core Viewpoint - The recent market downturn is attributed to various factors, including the Federal Reserve's decision not to cut interest rates and the perceived underperformance of a significant meeting's outcomes, rather than a direct reaction to these events [1][3][5]. Market Performance - The Nasdaq index closed at 21129.67, with a trading volume of 340.89 billion and a slight increase of 0.15% [2]. - The A-share market experienced a decline in the afternoon, despite an initial recovery in the morning, indicating volatility influenced by external news and market sentiment [5][7]. Sector Analysis - The artificial intelligence sector, particularly the ChiNext AI ETF (159363), showed resilience, with an early morning increase of 4.21%, ultimately closing with a gain of 0.81% despite the overall market decline [8][10]. - The innovative drug sector also performed well, although not as strongly as the AI sector, indicating a rotation of interest between these two sectors [10]. Technical Indicators - Technical analysts noted a "top divergence" risk as the market index reached new highs without corresponding MACD indicators, suggesting potential for a correction [7]. - The market's recent performance has led to discussions about the sustainability of the upward trend, with some analysts suggesting that the current indicators may not reflect long-term trends [7]. Government Policy - The State Council's recent approval of the "Artificial Intelligence +" initiative aims to promote the commercialization and application of AI across various sectors, which could provide a supportive backdrop for the AI industry [10].
大跌的原因又给你找到了?
Xin Lang Ji Jin·2025-08-01 01:13