两件大事刷屏！“924行情”即将一周年 下周市场会修复吗？

Market Overview - The A-share market experienced significant volatility during the trading week from September 15 to 19, indicating that a slow bull market does not equate to easy profits for investors [1] - Major stock indices showed mixed performance, with the ChiNext Index posting a notable increase, while core assets and micro-cap stocks performed poorly [2][3] Index Performance - The weekly performance of major indices is as follows: - ChiNext Index: +2.35% (YTD: +44.34%) - CSI 200: +1.84% (YTD: +37.79%) - Shenzhen Component Index: +1.14% (YTD: +25.51%) - CSI 300: -0.44% (YTD: +14.41%) - Shanghai Composite Index: -1.30% (YTD: +13.97%) [3] Individual Stock Performance - Only 1,754 stocks rose during the week, marking the worst performance in September, with a significant drop from previous weeks [4] - The number of rising stocks decreased from 3,467 on September 12 to 1,754 on September 19 [4] Sector Performance - The technology sector remained strong throughout the week, while tourism and engineering machinery sectors saw notable gains on Friday [5] - Top-performing sectors included: - Lithography Machines: +7.16% (YTD: +64.07%) - Tourism and Hotels: +4.75% (YTD: +26.75%) - EDR Concept: +4.43% (YTD: +39.44%) [6] Financial Sector Analysis - The banking sector has been underperforming, with the CSI Bank Index nearly erasing its gains for the year [11] - The brokerage sector faced significant selling pressure, leading to a breach of the 60-day moving average [13] Market Sentiment and Future Outlook - Analysts suggest that the market may continue to experience fluctuations in the short term, but the long-term "slow bull" trend remains intact [15] - Positive signals from recent U.S.-China communications may bolster market sentiment and repair expectations for the upcoming week [18][21] Upcoming Events - Key upcoming events include a press conference on the achievements of the "14th Five-Year Plan" and the release of various economic indicators, which may influence market sentiment [24] - A total of 50 companies will have lock-up shares released next week, amounting to 2.894 billion shares with a total market value of approximately 61.907 billion yuan [25]