20260729 Review: Consumer Sector Takes Over, AI Applications Continue to Ferment, Lithography Machines Reduced to A Few Individual Stocks

English summary

### 20260729 Review: Consumer Sector Takes Over, AI Applications Continue to Ferment, Lithography Machines Reduced to A Few Individual Stocks Time: 2026-07-30 00:14:24 Content: 1. Summary of the market. The most core change today: yesterday's lithography machines/photoresist did not continue to expand, and funds did not choose to chase new tech sub-sectors, but clearly rotated to consumer and AI applications. According to the limit-up chart data, excluding ST and new stocks that haven't opened, there were 81 limit-ups, 9 limit-downs, 11 consecutive limit-ups, and a break rate of 14.70%. Compared with yesterday, overall market sentiment recovered today: Yesterday had 61 limit-ups and 48 limit-downs; today increased to 81 limit-ups and reduced to 9 limit-downs, indicating that the negative feedback after yesterday's divergence has clearly eased. But structurally, what was strong yesterday did not stay strong. Yesterday's strongest was lithography machines/photoresist with 13 limit-ups; today the lithography machine direction basically has no sector continuation, leaving only Xingxin New Materials with a 3-consecutive limit-up as a survivor. The brain-computer interface, which had good continuity yesterday, did not appear broadly in mainstream categories today. ...