重回“科技牛”！今天就是A股九月最重要的一天

Market Performance - The A-share market experienced a strong rebound on September 11, with the Shanghai Composite Index rising by 1.65%, the Shenzhen Component Index increasing by 3.36%, and the ChiNext Index surging by 5.15% [2] - Over 4,200 stocks in the market rose, with a total trading volume of 2.44 trillion yuan, an increase of 459.6 billion yuan compared to the previous trading day [2] Market Trends - The market's recovery is seen as a significant "directional choice" after approximately 10 trading days of consolidation, as it reestablished itself above all trend lines [3] - The market had faced a notable pullback on August 27, which was the first sign of resistance since June 23, leading to a series of ups and downs in the following weeks [5][7] Sector Performance - Technology stocks, particularly in the CPO and PCB sectors, led the gains, while sectors like precious metals, oil and gas, and tourism saw declines [2] - The ChiNext Index continued to show strength, ignoring the August 27 pullback and reaching new highs shortly after [7][9] Investment Insights - The recent surge in technology stocks is interpreted as a consensus that investing in technology signifies a bullish market outlook [10] - The significant rise in Oracle's stock price, driven by a major contract with OpenAI worth $300 billion, highlights the increasing demand for AI computing power, which is also reflected in the Chinese market [13] Semiconductor Industry Outlook - The semiconductor industry is expected to grow significantly, driven by demand from AI, data centers, and smart driving applications, with global semiconductor sales projected to reach $700.9 billion by 2026 [16] - The expansion of wafer production capacity, particularly for advanced processes, is anticipated to continue, with a CAGR of 14% expected for 7nm and below processes by 2028 [16]