品牌工程指数上周涨3.64%

Market Performance - The market showed strong performance last week, with the China Securities Xinhua National Brand Index rising by 3.64% to 1780.22 points [1] - Major indices also saw significant increases: Shanghai Composite Index up 1.70%, Shenzhen Component Index up 4.55%, ChiNext Index up 8.58%, and CSI 300 Index up 2.37% [1] Strong Stock Performances - Notable performers among the index constituents included: - Sungrow Power Supply up 15.54% - Oriental Fortune up 15.34% - Zhongji Xuchuang up 13.74% - Darentang up 10.92% - Several others, including Shield Environment, Fosun Pharma, and Visionox, rose over 8% [1] - Since the beginning of the second half of the year, Zhongji Xuchuang has surged by 63.20%, leading the gains, followed by Covestro at 57.31% and WuXi AppTec at 40.62% [2] Market Sentiment and Trends - The market's risk appetite has improved since July, with a structural market rally observed, particularly in technology stocks [2] - The shift from a defensive to an offensive market sentiment is evident, with traditional high-dividend sectors like banking and utilities underperforming [2] - The market is currently experiencing a liquidity-driven phase, with expectations for a transition to a fundamental-driven phase as domestic demand stabilizes and corporate earnings improve [3] Future Outlook - The market is expected to maintain high risk appetite and trading sentiment, with ample liquidity providing numerous investment opportunities [3] - Continued policy support is anticipated to stabilize domestic demand, leading to improved corporate performance and a more sustainable market rally [3]