Market Overview - Major indices opened higher with Shanghai Composite Index up 0.42%, Shenzhen Component Index up 1.23%, and ChiNext Index up 1.44% [1] - Consumer electronics, Apple supply chain, and CPO sectors showed significant gains [1] Index Performance - Shanghai Composite Index: 3251.98, up 0.42% with a trading volume of 60.85 billion [2] - Shenzhen Component Index: 9955.66, up 1.23% with a trading volume of 9.85 billion [2] - ChiNext Index: 1954.05, up 1.44% [2] Institutional Insights - Everbright Securities suggests a return to "structural market + hot rotation" style, focusing on low-altitude economy concepts due to an upcoming aviation conference [1] - CITIC Securities emphasizes "domestic demand + countermeasures" as key investment themes, highlighting the importance of domestic stimulus policies amid trade tensions [3] - Galaxy Securities advocates for embracing uncertainty with a focus on domestic demand and hard technology as main investment lines [4] - Huatai Securities notes potential overcrowding in short positions in Hong Kong stocks, recommending investments in domestic consumption, hard technology, and dividend assets [5] - Guojin Securities highlights the increasing necessity for self-sufficiency in the context of rising global protectionism, particularly in high-end industrial equipment and scientific instruments [6][7]
A股指数集体高开：沪指涨0.42%，苹果产业链等板块涨幅居前
Feng Huang Wang Cai Jing·2025-04-14 01:35