上交所调改科创50指数编制方案 寒武纪再度下挫

Group 1 - The Shanghai Stock Exchange and China Securities Index announced adjustments to the STAR 50 index samples, with individual sample weights not exceeding 10%, impacting stocks like Cambrian Technology which currently has a weight exceeding 15% [2][4] - Cambrian Technology experienced a significant drop of 14.45% on September 4, closing at 1202.00 yuan, amidst a broader market decline where the Shanghai Composite Index fell by 1.25% [2][4] - As of September 2, Cambrian Technology's weight was 15.42%, while the top five samples' combined weight reached 46.23%, indicating potential selling pressure on index-tracking funds [4] Group 2 - The consumer sectors such as dairy, retail, beauty, and tourism showed strong performance, with stocks like Lingnan Holdings and Guofang Group hitting the daily limit [4] - Financial analysts predict that the market may enter a phase of consolidation after rapid rotations, but the medium-term upward trend remains intact, driven by liquidity [4] - China Galaxy Securities anticipates that the A-share market will continue to exhibit structural trends supported by ample liquidity and favorable policy expectations, with a focus on fundamental indicators [5]