智通财经网·2025-10-09 03:53Core Viewpoint - The A-share market experienced a strong performance post-National Day holiday, driven by external market support, increased trading volume, and a broad-based rally in various sectors, particularly technology and resource sectors. Market Performance - On October 9, the three major A-share indices rose significantly, with the Shanghai Composite Index up 1.24%, the Shenzhen Component Index up 1.75%, and the ChiNext Index up 1.77% [1] - Over 3,200 stocks in the market saw gains, indicating a strong bullish sentiment [1] Sector Highlights - Precious Metals and Resources: The surge in international gold prices led to a collective rise in the precious metals sector, with stocks like Sichuan Gold and Jiangxi Copper hitting the daily limit [1][5] - Controlled Nuclear Fusion: The controlled nuclear fusion sector saw explosive growth, with multiple stocks, including Guoguang Electric, reaching the daily limit [1][4] - Semiconductors: The semiconductor sector continued its strong performance, with companies like Huahong Semiconductor and CanSemi both hitting historical highs [1] - Batteries and Other Sectors: Other sectors such as batteries, securities, and steel also showed notable activity during the trading session [1] Market Drivers - External Environment and Currency Support: The strong market performance was supported by a favorable external environment, with global indices rising during the National Day holiday, particularly in Southeast Asia [2] - Increased Trading Volume: The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, reflecting active participation from new capital [2] - Technological and Resource Sector Catalysts: The technology sector was buoyed by positive news from the AI industry, while the resource sector benefited from a historic rise in gold prices, surpassing $4,000 per ounce [2][5] Institutional Insights - Zhongshan Securities: The market is expected to continue its upward trend, supported by ongoing inflows of new capital and a stable economic backdrop [3][8] - CITIC Securities: The focus remains on technology and gold sectors, with expectations of continued strength in these areas due to global liquidity and improving U.S.-China relations [9] - Shenwan Hongyuan: The outlook for the fourth quarter remains positive, with a focus on technology and select cyclical sectors [10] - Industrial Trends: Emphasis on sectors benefiting from the "14th Five-Year Plan," including innovative pharmaceuticals, AI, and battery technologies [11]