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午评:沪指涨超1%突破3900点,科创50指数涨超5%,有色、半导体等板块拉升
Zheng Quan Shi Bao Wang·2025-10-09 04:24

Core Viewpoint - The Shanghai Composite Index rose over 1% to surpass 3900 points, reaching a 10-year high, while the Sci-Tech Innovation 50 Index surged over 5% [1] Market Performance - As of the midday close, the Shanghai Composite Index increased by 1.24% to 3931.07 points, with the Shenzhen Component Index and ChiNext Index both rising nearly 2%, and the Sci-Tech Innovation 50 Index up by 5.59% [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached 1.7272 trillion yuan [1] Sector Analysis - Sectors such as tourism, media, liquor, and real estate experienced declines, while sectors including non-ferrous metals, semiconductors, electricity, and steel saw significant gains [1] - Concepts related to controllable nuclear fusion, gold, and storage chips were particularly active [1] Economic Outlook - According to CITIC Securities, factors such as the U.S. government shutdown have influenced the rise in precious metals like gold and silver, while copper prices have strengthened due to the computing power revolution [1] - The global AI competition is entering a new phase, shifting investment focus from individual key segments to comprehensive computing power infrastructure and ecosystem development [1] - Looking ahead, the A-share market is expected to maintain a trend of steady upward movement, supported by stable economic fundamentals, continuous inflow of new capital, global liquidity easing, and improved China-U.S. relations [1]