浦银安盛基金市场点评:A股市场放量反弹 科创综指表现亮眼
Quan Jing Wang·2025-05-29 08:33

Market Performance - The A-share market experienced a rebound today, with the Shanghai Composite Index closing at 3363.45 points, up 0.70%, and the Shenzhen Component Index at 10127.20 points, up 1.24% [1] - The ChiNext Index closed at 2012.55 points, up 1.37%, while the Sci-Tech Innovation Board Index rose by 2.25% to 1174.69 [1] - The trading volume in the A-share market was active, reaching 1.21 trillion yuan [1] Sector Performance - Key sectors that saw significant gains included unmanned vehicles, digital currency, software development, and innovative pharmaceuticals [1] - The rise in artificial intelligence-related stocks was driven by the upgrade of the DeepSeek-R1 model, which enhanced semantic understanding and programming capabilities [1] - Digital currency stocks benefited from legislative support from the U.S. Congress and Hong Kong Legislative Council [1] Policy and Investment Outlook - The Ping An Asset Management Fund highlighted that the Chinese government is focusing on technology industries, indicating increased policy support for emerging sectors such as low-altitude economy, commercial aerospace, embodied intelligence, and regenerative materials [2] - The fund's director noted that the Sci-Tech Innovation Board represents one of the most important investment directions in the A-share market over the next three years, aligning with current market conditions [2] - The board has seen companies maturing and improving profitability, making it a favorable time to invest in the Sci-Tech Innovation Index to capture related opportunities [2]