Core Viewpoint - The A-share market is expected to enter a critical window period with improved risk appetite and favorable liquidity trends, supported by upcoming important meetings and global monetary easing [1] Group 1: Market Performance - As of September 30, major indices showed upward movement, with the Shanghai Composite Index up 0.28%, Shenzhen Component Index up 0.56%, and ChiNext Index up 0.79% [1] - The non-ferrous metals sector remained active, with Huaxi Nonferrous and Xingye Silver Tin both rising over 5%, reaching historical highs [2] - Storage chip concept stocks also saw gains, with Jiangbolong and Xiangnong Chip Innovation rising over 6% to new highs [3] Group 2: Sector Insights - The non-ferrous metals sector's activity is bolstered by a growth plan issued by multiple government departments, alongside a positive trend in LME metal futures [2] - The storage market outlook indicates a projected increase in eSSD prices by over 10% and DDR5 RDIMM prices by approximately 10% to 15% in Q4 2025 [3] Group 3: Institutional Perspectives - CITIC Securities suggests that holding stocks during the holiday period offers significant value, particularly in growth sectors like technology and "new productivity" related areas [4] - Zheshang Securities notes that the growth style of the market has shown remarkable performance, with a focus on sectors like new energy, electronics, and non-ferrous metals [5] - Huatai Securities indicates that the A-share market is entering an upward platform period, with expectations of improved investor sentiment post-holiday [6]
A股开盘速递 | A股震荡走高 有色金属板块持续活跃 存储芯片概念股强势
智通财经网·2025-09-30 01:59