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沪指“八连阳”,突破“9·24”高位
Guo Ji Jin Rong Bao·2025-08-13 14:57

Market Overview - The A-share market continues to rise, with the Shanghai Composite Index breaking through the previous high of 3674.4 points, and the ChiNext Index increasing by nearly 4% [1][9] - The trading volume has expanded, reaching approximately 2.2 trillion yuan, indicating strong market activity [2][9] Sector Performance - Among the 31 primary industries, 22 sectors saw gains, with the telecommunications sector leading at a 4.91% increase, followed by non-ferrous metals and electronics, both exceeding 2% [4][5] - Notable stocks in the telecommunications sector include Guangku Technology and Beiwai Technology, which hit the daily limit [4] - The healthcare, power equipment, defense, machinery, automotive, non-bank financials, and computer sectors also performed well, with several stocks reaching their daily limit [4] Investment Sentiment - Recent policies aimed at stabilizing growth and boosting domestic demand have positively influenced market confidence, alongside a continuous inflow of northbound capital [9][10] - Analysts suggest that the current market is in a mid-bull phase, with potential opportunities in AI-related industries, innovative pharmaceuticals, and gold [10][11] Short-term Outlook - There is a cautionary note regarding the ChiNext Index, as short-term profit-taking may lead to a need for consolidation, advising against chasing high prices [1][11] - The market is expected to maintain a structural trend, with a focus on low-valuation, high-dividend stocks and technology innovation as primary investment themes [11][12]