A股突然下跌，原因何在？明天，这件大事要来！

Core Viewpoint - A-shares experienced a collective decline, with over 4,200 stocks falling, influenced by external factors and market sentiment, but long-term bullish expectations remain intact [1][4][8]. Group 1: Market Performance - The three major A-share indices fell over 1%, with significant declines in sectors such as energy metals, coal, and photovoltaics [1][3]. - The total trading volume in the two markets reached 1.94 trillion yuan, while the pharmaceutical sector saw an increase despite the overall market downturn [3]. Group 2: Reasons for Decline - A recent meeting with the National Internet Information Office regarding Nvidia's security issues led to a sharp drop in related stocks, impacting overall market sentiment [5][6]. - Analysts suggest that the market's short-term pullback is influenced by month-end effects and the outcomes of significant meetings, but the overall environment remains conducive to market stability [4][8]. Group 3: Long-term Outlook - Despite the recent pullback, there are positive long-term expectations due to clear upward revisions in the fundamental outlook, with policies aimed at stabilizing the market from both supply and demand sides [9][11]. - External conditions are also shifting positively, with the U.S. reducing tariffs on major countries, which is expected to benefit global economic growth [10]. Group 4: Investment Directions for August - Key developments in August include the implementation of new tariffs and ongoing negotiations between China and the U.S., which may stabilize trade relations and provide more certainty for global economic growth [17]. - Sectors expected to perform well include pharmaceuticals, high-dividend stocks, artificial intelligence, and defense industries, driven by policy improvements and market conditions [24][27]. Group 5: Recommended Strategies - Investors are advised to maintain a calm approach amidst market fluctuations, focusing on balanced portfolio management and utilizing strategies like "core-satellite" allocation to optimize investment opportunities [12][13]. - The importance of patience and rational investment decisions is emphasized, as those who remain composed during volatility are likely to reap long-term rewards [29].