今天大反弹的原因

Group 1 - The A-share market showed resilience despite escalating tensions in the Middle East, with over 80% of stocks rising and nearly 90% of equity ETFs also increasing, except for the food and beverage sector which saw a decline of over 0.5% [1][4] - The relationship between the Hang Seng Index and Brent crude oil prices was inverse, indicating that a drop in oil prices contributed to the rise in stock indices, reflecting limited risk aversion among investors [3][4] - The semiconductor sector experienced a significant uptick due to news from the US about the potential cancellation of export exemptions for chip manufacturing equipment, which is expected to benefit domestic alternatives in China [5][8] Group 2 - The first wave of market rebound was driven by the semiconductor sector, particularly the semiconductor equipment ETF, which surged following the announcement of the US's plan to revoke exemptions for certain companies [8][10] - Southbound capital saw a net inflow of nearly 8 billion, marking the highest net purchase since June, which contributed to the overall market rebound, particularly in the Hong Kong market [12][16] - The overall market sentiment was buoyed by the performance of the semiconductor sector, while related markets in South Korea and Taiwan faced declines due to the negative implications of the US policy change [10][15]