收盘说重点 |情绪持续回暖！议息夜要来了，你们做好准备了吗？

Market Overview - The market experienced a strong rebound today, with the three major indices recovering from earlier lows. The total trading volume in the Shanghai and Shenzhen markets reached 2.38 trillion yuan, with over 2,500 stocks rising [1] - The Hong Kong stock market saw significant gains, with major companies like Baidu, NIO, and Meituan experiencing substantial increases in stock prices [3] Sector Performance - The semiconductor sector, particularly driven by SMIC, saw its stock prices reach historical highs, contributing to a broader rally in the semiconductor supply chain [4] - The renewable energy sector, including companies like CATL, also performed well, with CATL's stock rising by 6.7% [4] Semiconductor Industry Insights - According to SEMI, global semiconductor equipment shipments are projected to reach $33.07 billion in Q2 2025, representing a 24% year-over-year increase [4] - SMIC is reportedly testing a new deep ultraviolet lithography machine, which could enhance its production capabilities [4] Robotics Sector Developments - The robotics sector continued its strong performance, with several companies reaching new highs. Notably, Tesla's AI chip design is set for a technical review, indicating ongoing advancements in AI and robotics [6] - Figure, a humanoid robot startup, is expected to announce significant updates in the coming days, highlighting the sector's dynamic nature [7] Energy Storage Industry Challenges - CATL's chairman highlighted intense price competition in the energy storage sector, with prices for storage systems dropping by approximately 80% over the past three years. This trend raises concerns about quality and sustainability in the industry [5] Precious Metals Market - The precious metals sector faced declines, with gold prices falling below $3,670 per ounce. However, institutions remain optimistic about future gold price increases, with some predicting a rise to $4,000 per ounce [10][11] Interest Rate Expectations - The market anticipates a 96.1% probability of a 25 basis point rate cut by the Federal Reserve, which is seen as a key driver for gold prices and overall market sentiment [13]