Group 1 - The A-share market shows mixed performance with the Shanghai Composite Index down 0.02% and the ChiNext Index up 0.21%, with sectors like precious metals, solid-state batteries, and photovoltaic equipment leading the gains [1] - CITIC Securities suggests to downplay market volatility and adjust portfolio structures, focusing on structural opportunities in consumer electronics, resources, innovative pharmaceuticals, chemicals, and gaming [1] - CITIC Jiantou indicates that the current market is in a consolidation phase after a slow bull market, with a shift in focus towards sectors that have lagged but still have strong growth logic [2] Group 2 - Guojin Securities predicts a high probability of the market entering a sideways consolidation phase, emphasizing the need for new catalysts to initiate a trend upward [3] - The report highlights opportunities in electric equipment and non-ferrous metals as potential new directions for the market [3] - The recent rise in gold prices is noted, with gold stocks being more elastic compared to gold prices due to their current valuation being low relative to historical levels [3]
A股开盘速递 | 沪指跌0.02% 贵金属等板块涨幅居前
智通财经网·2025-09-08 01:40