Market Overview - The market experienced wide fluctuations, with the Shanghai Composite Index briefly surpassing previous highs before closing down 0.12% at 3870.60 points, while the Shenzhen Component and ChiNext Index fell by 0.43% and 1.09% respectively [1][2] Sector Performance Technology Sector - The technology sector, represented by the STAR Market, saw a rise, particularly in storage chips and semiconductor stocks, with companies like Chipone and Demingli hitting the daily limit [4] - The AI and semiconductor sectors are expected to continue their upward trajectory, driven by strong demand and technological advancements [9] Cyclical Stocks - Cyclical concepts, including non-ferrous metals, gold, and steel, surged, with stocks like Shengda Resources and Northern Copper hitting the daily limit [5] - Recent increases in London Metal Exchange prices for aluminum, zinc, nickel, copper, lead, and tin contributed to this rally, with aluminum rising 2.06% to $2679.00 per ton [5] Real Estate Sector - The real estate sector showed strength, with stocks like Shoukai and Rongsheng Development also hitting the daily limit, supported by recent policy optimizations in major cities [6] Institutional Insights - Dongfang Securities noted that the market has regained all trend lines after two weeks of consolidation, indicating a clear upward trend with a target of surpassing 3900 points this month, emphasizing technology as a core investment area [3][8] - CITIC Securities highlighted a recovery in the consumer electronics and semiconductor sectors, projecting a 19.2% year-on-year revenue growth for 467 electronic companies in the first half of 2025, driven by AI-related advancements [9] - Galaxy Securities anticipates 2026 to be a pivotal year for the foldable screen market, with new product launches expected to stimulate demand and market discussions [10]
A股收评 | 三大指数全天震荡调整 有色等顺周期概念全线拉升
智通财经网·2025-09-12 07:27