July 30 A-share core theme in-depth analysis [morning close]

English summary

### July 30 A-share core theme in-depth analysis [morning close]. Time: 2026-07-30 12:28:02 Content: Today's A-share core theme in-depth review | DeepFupan 1. Core conclusions of DeepFupan (1) Most profitable core themes today TOP1: Semiconductor industry chain. Core theme, number of votes, average range gain, representative stocks: Semiconductor industry chain, 5 votes, -0.15%, Zhangjiang Hi-Tech, Biwin Storage, Demingli, GigaDevice, AMEC. (2) Core theme TOP3 ranking Core theme, number of votes, average range gain, representative stocks, morning positioning TOP1 Semiconductor industry chain, 5 votes, -0.15%, Zhangjiang Hi-Tech, Biwin Storage, Demingli, GigaDevice, AMEC, nominal breadth first, storage core swap failed, new and old cores simultaneously negative feedback, entering accelerated ebb. TOP2 Financial/Internet finance, 4 votes, +1.68%, ICBC, Ping An of China, China Merchants Bank, East Money. Banks, insurance and fintech collectively expanded votes, becoming defensive capacity after tech realization. TOP3 Lithium battery/Energy storage, 4 votes, +...