Market Performance - A-shares experienced a collective rise on June 11, with the Shanghai Composite Index up by 0.52%, surpassing 3400 points, while the Shenzhen Component and ChiNext Index rose by 0.83% and 1.21% respectively [1] - The total market turnover reached 128.66 billion yuan, with over 3400 stocks rising [1] Sector Highlights - The rare earth permanent magnet sector saw significant gains, with companies like Beikong Technology and Zhongke Magnetic Industry hitting daily limits, and others like Huayang New Material and Ningbo Yunsheng also reaching their limits [1] - The automotive parts sector performed well, with multiple stocks including Tongxin Transmission and Meichen Technology hitting daily limits [1] - Short drama game concept stocks became active again, with companies like Yue Media and Yuanlong Yatu reaching their limits [1] Securities Sector Outlook - The securities sector showed active performance, with firms like Industrial Securities and Xinda Securities reaching daily limits [2] - Research from Kaiyuan Securities suggests that the securities sector is expected to maintain good growth in mid-year reports due to low baselines and improving trading volumes [2] - Minsheng Securities indicates that positive policy adjustments and liquidity support are likely to boost market confidence, with high trading activity expected to continue into 2025 [2] Foreign Investment Perspective - Foreign institutions are optimistic about A-shares, with insights from Li Changfeng of Legg Mason highlighting the long-term investment value of the Chinese stock market due to improving corporate earnings and reform benefits [3] - Nomura Orient International Securities notes that the static valuation of the CSI 300 index remains undervalued by 25.6% compared to its ten-year average, making it attractive for long-term investors [3]
上证指数站上3400点!A股市场在全球资产配置中的吸引力不断提升
Zheng Quan Ri Bao Wang·2025-06-11 13:56