“9·24”一周年，A股普涨！节前投资者如何抉择？

Market Overview - The A-share market experienced a significant rebound, particularly in technology stocks such as semiconductors, consumer electronics, and power equipment, coinciding with the one-year anniversary of the "9·24" policy [1][12] - The market showed a V-shaped reversal, indicating a consensus among investors that the adjustment space is limited [1][12] Index Performance - The Shanghai Composite Index rose by 0.83% to close at 3853.64 points, while the ChiNext Index increased by 2.28% to 3185.57 points [2] - The STAR Market 50 Index surged by 3.49%, reflecting strong investor interest in technology sectors [2] Trading Volume and Leverage - Today's trading volume decreased to 2.35 trillion yuan, with a slight reduction in margin trading balances to approximately 2.42 trillion yuan as of September 23 [3] Sector Performance - Technology stocks, particularly those related to semiconductors, electronic equipment manufacturing, and storage chips, attracted significant capital inflow [4] - The market saw a total of 4458 stocks rise, with 88 hitting the daily limit up, while 853 stocks fell, with 13 hitting the limit down [5] Notable Stocks - Luxshare Precision (002475) had a trading volume of 29.9 billion yuan, closing up 6.85% at 70.20 yuan per share [6] - Semiconductor Manufacturing International Corporation (688981) rose by 5.03% to 134.98 yuan per share, while Contemporary Amperex Technology Co. (300750) increased by 3.20% to 379.93 yuan per share [6] Sector Gains - The power equipment, electronics, media, computer, and real estate sectors all saw gains exceeding 2% [7] - The electronic sector continued to strengthen, with 13 stocks hitting the daily limit up, indicating robust investor sentiment [7] Investment Sentiment - Analysts noted that the market's rebound was driven by technical demand following recent declines and the psychological support from the anniversary of the "9·24" policy [12] - There is a consensus that the downside risk for the market is limited, particularly in the technology sector, which has seen consistent capital inflow [12][13] Strategic Considerations - Investors are advised to monitor liquidity and geopolitical risks as the National Day holiday approaches, which may lead to increased volatility [14][15] - The focus should remain on high-quality technology stocks with strong performance support, while avoiding excessive chasing of prices [15]