A股开盘速递 | A股走势分化！沪指失守3800点、创指涨超1% 银行板块下挫

Market Overview - The A-share market showed mixed performance on September 4, with the Shanghai Composite Index falling below 3800 points, down 0.45%, while the Shenzhen Component Index rose by 0.77% and the ChiNext Index increased by 1.47% [1] - The market is expected to enter a phase of high-level fluctuations, with structural adjustments and clear sector rotations, although the extent of the decline is anticipated to be limited [1][5] Key Sectors Energy Storage Sector - The energy storage sector continued its strong performance, with companies like Tongrun Equipment achieving two consecutive trading limits, and Kelu Electronics hitting the daily limit [1] - The surge in demand for energy storage in overseas markets has led to a significant increase in orders for domestic energy storage cell manufacturers, resulting in full production capacity [1] Technology Sector - According to Guangfa Securities, investors holding positions in the technology sector should maintain their investments, as the valuation differentiation is not significant at this stage [3] - Dongwu Securities emphasizes focusing on AI applications, suggesting that if there is a correction in upstream hardware, it could present opportunities for investment in AI-related sectors [4] Investment Recommendations - Guangfa Securities recommends continuing to focus on the technology industry, particularly in areas like overseas computing power and innovative pharmaceuticals, which are still progressing in the bull market [3] - Dongwu Securities suggests that the current market environment, with ample trading volume, favors investments in AI-centric technologies, viewing them as a "bullish option" for future growth [4]