Cambricon(SH:688256) Nan Fang Du Shi Bao·2025-09-04 09:06Group 1 - The Shanghai Stock Exchange and China Securities Index announced adjustments to the STAR 50 index samples, limiting individual sample weights to no more than 10%, impacting stocks like Cambricon which currently has a weight exceeding 15% [1][3] - As of September 4, the Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index and the ChiNext Index fell by 2.83% and 4.25% respectively, indicating a broad market decline with nearly 3000 stocks dropping [1][3] - The adjustment to the STAR 50 index is set to take effect after the market closes on September 12, with the top five sample weights combined not exceeding 40%, which may lead to significant selling pressure on stocks like Cambricon [3] Group 2 - The consumer sectors such as dairy, retail, beauty, and tourism saw gains, with stocks like Lingnan Holdings and Guofang Group hitting the daily limit up, contrasting with the decline of Cambricon [3] - Financial analysts predict that the market may enter a phase of consolidation after rapid rotations, but the medium-term positive trend remains intact, driven by liquidity [3][4] - Current market liquidity is relatively abundant, with expectations of a potential interest rate cut by the Federal Reserve in September, which could improve the global liquidity environment and benefit the A-share market, particularly large-cap growth stocks [4]