A股午评 | 三大指数半日均跌超1% 全市场超4900只个股下跌 银行股拉升护盘

Market Overview - The market experienced a downturn with over 4,900 stocks declining, leading to a drop of 1.23% in the Shanghai Composite Index and 1.84% in the Shenzhen Component Index at midday [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.7 trillion yuan, an increase of 353.9 billion yuan compared to the previous trading day [1] Key Sectors Banking Sector - The banking sector saw gains, with Nanjing Bank rising over 4% [1] - Morgan Stanley's report remains bullish on Chinese bank stocks, emphasizing their stable dividend yields and strong performance in the current interest rate environment [3] Gold Sector - Gold stocks rose initially, with Xiaocheng Technology increasing by over 8% [4] - International gold prices reached a historic high, with COMEX gold futures surpassing $3,760 per ounce [4] Semiconductor Sector - The semiconductor industry showed localized activity, with companies like Lianang Micro and Hu Silicon Industry hitting their daily limits or rising over 10% [5] - Longchuan Technology projected a net profit of 827 million to 877 million yuan for the first three quarters of 2025, marking a year-on-year growth of 131.39% to 145.38% [5] Mole Thread Concept Stocks - Mole Thread concept stocks were actively traded, with companies like Heertai and Lianmei Holdings reaching their daily limits [6] - The Shanghai Stock Exchange is set to review Mole Thread Intelligent Technology's IPO on September 26 [6] Institutional Insights CICC - CICC indicates that the A-share market is currently in a short-term adjustment phase but maintains a mid-term positive outlook, suggesting a more "long-term" and "steady" market condition [8] - Investors are expected to focus on third-quarter earnings as the end of the quarter approaches [8] Huatai Securities - Huatai Securities notes that the A-share market is experiencing fluctuations, with market sentiment being a key factor influencing trends [9] - The report highlights the importance of continued inflow from public and foreign funds to break through current market plateaus [9] Galaxy Securities - Galaxy Securities remains optimistic about the computing power sector, including PCB, domestic computing power, IP licensing, and chip inductors [10] - The report anticipates a resurgence in the foldable screen market by 2026, driven by new product launches and technological advancements [10]