July 29 A-Share Core Theme Deep Analysis: Today's Review

English summary

### July 29 A-Share Core Theme Deep Analysis: Today's Review Time: 2026-07-29 20:12:38 Content: DeepFupan core judgment: The most critical change on July 29 was not that the index moved from green to red, nor a broad market rally, but that funds first used financials and low-volatility directions for defense in the morning, and returned to tech industry capacity in the afternoon. At the morning close, large financials got strong support via banks, insurance, and fintech. Semiconductors held the top spot only with 长鑫科技, 中船特气, and a few chip design core names. PCB quickly shrank from strong opening. At that time, the core contradiction was that new turnover was not eager to chase high-tech, but was redistributed among financial defense, low-position rotation, and a few hard-tech cores. In the afternoon, the structure reversed. Semiconductors added 普冉股份, 华海清科, 深科技, leaving 长鑫科技, 中船特气, 瑞芯微, 全志科技 as new and old cores; ...