王毅会见美国国会众议员代表团；鲍威尔最新表态重创美股丨盘前情报

Market Overview - On September 23, the A-share market showed signs of recovery after hitting a low, with the ChiNext index rising by 0.21% while the Shanghai Composite Index and Shenzhen Component Index fell by 0.18% and 0.29% respectively. The total trading volume in both markets reached 2.49 trillion yuan, an increase of 372.9 billion yuan compared to the previous trading day [2][3]. Sector Performance - Defensive sectors performed well throughout the day, with bank stocks rising against the trend. The port and shipping sector experienced fluctuations but ended positively, while the semiconductor sector rebounded towards the end of the trading session. Conversely, high-profile stocks showed signs of divergence, with tourism, Huawei, and small metals sectors declining [2]. International Market Trends - In the U.S., major stock indices fell on September 23, with the Dow Jones Industrial Average down by 0.19%, the S&P 500 down by 0.55%, and the Nasdaq Composite down by 0.95%. The decline was attributed to comments from Federal Reserve Chairman Jerome Powell regarding high stock valuations [6][5]. Commodity Prices - International oil prices increased on September 23, with light crude oil futures for November delivery rising by $1.13 to $63.41 per barrel, a gain of 1.81%. Brent crude oil futures also saw an increase of $1.06, closing at $67.63 per barrel, up by 1.59% [4]. Key Economic Insights - The OECD projected a global economic growth rate of 3.2% for 2025, an increase of 0.3 percentage points from its previous forecast in June. However, growth is expected to slow to 2.9% in 2026 [7]. Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office are finalizing the "Live E-commerce Supervision Management Measures," which will clarify the legal responsibilities of various stakeholders in the live e-commerce sector and enhance regulatory oversight [8]. Industry Events - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held in Suzhou, focusing on solid electrolytes, electrode materials, and the industrialization of solid-state batteries. The conference aimed to foster collaboration among enterprises, research institutions, and end-user industries [10]. Institutional Perspectives - According to招商证券, there is a focus on the new technology cycle and the progress of societal intelligence, particularly in AI and its applications. 兴业证券 noted that the lithium battery sector is experiencing a price stabilization and production expansion slowdown, which could lead to improved profitability in the industry [11].