Market Overview - A-shares experienced a significant rally with all three major indices opening high, particularly the ChiNext Index which rose over 1% [1] - Over 4,100 stocks in the market were in the green, indicating a strong profit-making effect [1] Sector Performance - Technology stocks surged, with EDA concept stocks like Gexun Electronics hitting the 20% daily limit, and leading chip design firms such as Huada Jiutian and Guangliwei rising over 15% [3] - The rally was driven by Nvidia's better-than-expected earnings report and positive signals from the China-Europe semiconductor cooperation meeting [3] - The brokerage sector also showed volatility, with small brokerages like Guosheng Jinkong and Xiangcai Shares experiencing significant gains, attributed to a six-week adjustment period leading to historically low valuations [3] Capital Flow - Northbound capital reversed its previous outflow trend, with a net purchase of 905 million yuan, primarily favoring technology growth stocks [3] - Main funds showed a strong preference for the electronics sector, with over 2.9 billion yuan net inflow, particularly into Apple supply chain leaders like Industrial Fulian and Luxshare Precision [3] Policy Catalysts - The Ministry of Commerce announced reforms to national-level economic development zones, aiming to provide more conveniences for foreign enterprises and support cross-border data flow in free trade zones [5] - This policy is expected to benefit semiconductor packaging companies in regions like Suzhou Industrial Park, with stocks like Antong Holdings rising by 2.2% [5] Technical Analysis - The Shanghai Composite Index stabilized above 3,350 points, approaching the critical resistance level of 3,360 points [8] - If the index can break through this level with increased volume, it may confirm a short-term bottom; otherwise, it could retrace to 3,330 points [8] - The ChiNext Index has shown stronger performance, breaking above its 5-day moving average, indicating a potential rebound in growth stocks [8] Investment Strategy - Short-term focus should be on undervalued semiconductor equipment and AI applications, while maintaining cautious position sizes due to the upcoming Dragon Boat Festival [8] - For mid to long-term investments, sectors like brokerages and new energy, which are currently at low valuations, are recommended, especially brokerages after recent adjustments [8]
A股早盘开门红！科技股满血复活，券商突然暴动，午后还能接着嗨吗？
Sou Hu Cai Jing·2025-05-29 05:20