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每日收评创业板指震荡反弹涨超1%,算力产业链卷土重来,两市成交额不足2万亿
Sou Hu Cai Jing·2025-09-10 09:42

Market Overview - The market experienced fluctuations with the three major indices rebounding after an initial drop, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index by 0.38%, and the ChiNext Index by 1.27% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.98 trillion yuan, a decrease of 140.4 billion yuan compared to the previous trading day [1] Sector Performance - The computing hardware sector saw a strong rebound, with stocks like Industrial Fulian and Dongshan Precision hitting the daily limit [2][5] - The oil and gas sector also performed well, with Junyou shares reaching the daily limit, supported by rising oil prices [2][3] - The film and cinema sector experienced a surge, with Jin Yi Film hitting the daily limit, indicating a recovery in the Chinese film market [3] - The battery sector showed weakness, with Lingpai Technology experiencing a significant decline [1] Key Stocks - Notable stocks in the computing hardware sector included Industrial Fulian, Shenghong Technology, and Zhongji Xuchuang, all of which saw substantial gains [2][5] - In the oil and gas sector, Junyou shares and Tongyuan Petroleum were among the top performers [2][3] - The film sector saw strong performances from Jin Yi Film and other entertainment stocks [3] Future Outlook - The market is expected to continue experiencing fluctuations, with a focus on sector rotation and identifying low-entry opportunities in key stocks [7] - The computing hardware and semiconductor sectors are highlighted as areas of potential growth, alongside solid-state batteries and satellite internet [7] - The film industry is anticipated to enter a new product cycle, supported by strong box office performance [3] Regulatory Developments - The Ministry of Industry and Information Technology and other departments have initiated a three-month special rectification action in the automotive industry to regulate competition in the new energy vehicle sector [9] - The Ministry of Agriculture and Rural Affairs plans to hold a meeting on September 16 to discuss pig production capacity control with major industry players [10][11]