A股，大逆转！原因，找到了！

Market Performance - A-shares experienced a significant rebound on August 4, with the Shanghai Composite Index rising by 0.66%, the Shenzhen Component Index increasing by 0.46%, and the ChiNext Index up by 0.5% [2] - A total of 3,877 stocks rose, with 69 stocks hitting the daily limit up, while 1,312 stocks declined [3][4] Sector Highlights - The military industry sector saw a strong performance, with stocks such as Beifang Changlong, Aileda, and Changcheng Military Industry hitting the daily limit up [5] - Robot concept stocks also surged, with Zhejiang Rongtai and Wuzhou Xinchun among those reaching the daily limit up [6][7] - Solid-state battery concept stocks experienced a rise, with Shanghai Xiba hitting a new high [8] Downward Trends - Retail stocks faced adjustments, with Dalian Friendship and Maoye Commercial hitting the daily limit down [9] Influencing Factors - The expectation of interest rate cuts in the U.S. following weak employment data has bolstered market confidence, with over 80% probability of a rate cut in September [10][11] - The appreciation of the Renminbi against the U.S. dollar has also contributed to market stability, with the MSCI Emerging Markets Currency Index rising by 0.5% [12][13] - Positive news from various sectors, including advancements in HIV vaccine research and government support for enterprises in foundational research, has further boosted market sentiment [15]