A-share Core Themes Deep Analysis for July 30 - [Today's Review]

English summary

### A-share Core Themes Deep Analysis for July 30 - [Today's Review] Time: 2026-07-30 19:54:26 Content: Today's in-depth review of A-share core themes | DeepFupan 1. Core conclusions (1) Today's most profitable core theme TOP1: Semiconductor industry chain. Core theme votes: 7, average interval increase: +4.98%, representative stocks: 德明利, 普冉股份, 佰维存储, 江波龙, 兆易创新, 华海清科, 长鑫科技 (2) Core theme TOP3 ranking: Core theme votes average interval increase representative stocks closing positioning TOP1 Semiconductor industry chain 7 votes +4.98% 德明利, 普冉股份, 佰维存储, 江波龙, 兆易创新, 华海清科, 长鑫科技 Morning retreat accelerated, afternoon by storage design, modules and domestic DRAM completed deep V weak repair; ...