财经观察丨全球市场假期狂欢，A股明天能否迎来开门红？最近10年数据→

Group 1 - Hong Kong stocks experienced a slight pullback after reaching new highs, with the Hang Seng Index down 0.68% to 26,957.77 points, and the Hang Seng Tech Index down 1.09% [1] - The market saw widespread declines in tech stocks, with notable drops in companies like Bilibili, Alibaba, JD.com, Xiaomi, and Lenovo, all falling over 2% [1] - Despite the pullback, the Hong Kong market had a strong performance during the "Golden Week," with the Hang Seng Index rising over 500 points on October 2, surpassing the 27,000-point mark, marking a four-year high [3] Group 2 - The semiconductor sector has been a market leader, driven by breakthroughs in domestic chip technology and increasing global computing power demand, with companies like SMIC and Hua Hong Semiconductor seeing significant stock price increases [3] - The Hong Kong Stock Exchange's "Science and Technology Enterprise Special Line" policy has facilitated listings for tech and biopharmaceutical companies, enhancing market vitality [3] - The precious metals sector performed well, with China Silver Group rising 18.57%, and other mining companies also showing substantial gains [2] Group 3 - The Japanese stock market reached historical highs, with the Nikkei 225 Index closing up 4.75% at 47,944.76 points, driven by expectations surrounding the new leadership of the Liberal Democratic Party [4][6] - Following the election of new party leader Sanae Takaichi, there is a bullish sentiment in the Japanese stock market, while the yen has weakened significantly against the dollar and euro [6] - Analysts predict that the yen may depreciate further, and the Bank of Japan's interest rate hike pace may slow down under the new leadership [6] Group 4 - A-share investors are optimistic about a potential "opening red" market after the holiday, supported by strong overseas market performance and capital flows [7] - Historical data shows a stable "Eleventh Effect" in the A-share market, with the average return on the first trading day after the holiday being positive [7][9] - Analysts suggest that the current market transition from thematic to value growth is crucial, emphasizing the importance of core sectors and capital support for sustained performance [8]