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大金融爆发,A股收复3400点,行情来了?
Sou Hu Cai Jing·2025-05-14 21:46

Group 1 - The joint statement from the US-China Geneva trade talks exceeded expectations, leading to a significant rise in US stocks, which is anticipated to positively impact A-shares despite a disappointing performance recently [1] - A-shares opened high but faced profit-taking, resulting in a decline after the initial surge, although the overall market pressure is easing [1] - The banking sector has shown resilience, with the Shenwan Bank Index recording a 6-day consecutive rise and an over 8% increase year-to-date, outperforming other sectors like technology and media [3][6] Group 2 - The non-bank financial sector experienced a strong rally, with significant gains in stocks such as China Pacific Insurance and Hongta Securities, indicating a shift in market sentiment [11] - The non-bank financial sector remains down 3% year-to-date, ranking among the bottom sectors, but recent inflows suggest a potential turnaround [11][13] - The financial sector's performance is bolstered by recent policy changes, including interest rate cuts and liquidity support, which are expected to enhance profitability and attract more investments [14][15]