A-share morning express | Three major indexes open slightly lower, photolithography concept stocks active. Will A-shares welcome new positive factors?

The three major A-share indexes opened lower collectively, with the Shenzhen Component Index and the Growth Enterprise Market Index rising first. As of the time of writing, the Shanghai Composite Index fell by 0.05%, the Shenzhen Component Index rose by 0.1%, and the Growth Enterprise Market Index rose by 0.17%. In terms of the market, stocks in the lithography machine concept sector opened high, with Ningbo Yong Xin Optics hitting the limit up, Nanjing Wavelength Opto-Electronic Science & Technology approaching the 20cm limit up, and Semiconductor Manufacturing International Corporation reportedly testing China's first domestically produced DUV lithography machine. The tourism sector strengthened, with Yunnan Tourism hitting the limit up, and the Ministry of Commerce, among 9 other departments, published "Several Policy Measures to Expand Service Consumption". Stocks in the humanoid Siasun Robot & Automation concept were mostly active, with Hanwei Electronics Group Corporation and Olympic Circuit Technology hitting all-time highs mid-session, Ningbo Joyson Electronic Corp. hitting two consecutive limits up, and Wanxiang Qianchao hitting the limit up. The sectors with the largest decline in index included precious metals, film and television, and steel. Looking ahead, EB SECURITIES stated that the logic supporting the rise of the stock market has not changed. Additionally, there are some new positive factors emerging, such as the possibility of a rate cut by the Federal Reserve and the resurgence of public offering funds. Overall, the market is expected to continue to rise in the medium to long term. Hot Sectors: 1. Lithography machine concept stocks opened high, with Ningbo Yong Xin Optics hitting the limit up, Nanjing Wavelength Opto-Electronic Science & Technology approaching the 20cm limit up. 2. The tourism sector strengthened, with Yunnan Tourism hitting the limit up, along with other stocks like LiJiang YuLong Tourism and Xizang Tourism. Institutional Views: 1. EB SECURITIES: The market is expected to continue rising in the future, with new positive factors emerging such as a possible rate cut by the Federal Reserve and the resurgence of public offering funds. 2. Huatai: A-share market trading funds remain active, with a focus on the active trading of funds and decreased willingness for fund investment. 3. Industrial: History suggests how different asset classes perform after a rate cut by the Federal Reserve. 4. Huatai: Airline summer operations see an increase in volume and price drop, with prospects for improvements in the industry.