Market Performance - The A-share market opened positively after the holiday, with the Shanghai Composite Index rising 1.24% to 3931.07 points, the Shenzhen Component Index up 1.75%, and the ChiNext Index increasing by 1.77% [1][4] - The trading volume in the Shanghai and Shenzhen markets reached 1.72 trillion yuan, with over 3200 stocks experiencing gains [2][4] Sector Performance - Precious metals, semiconductors, and power generation equipment sectors saw significant increases, while cyclical sectors like tourism, shipping, liquor, and real estate faced declines [1][5] - Notable gains in the precious metals sector included companies like Sichuan Gold and Shandong Gold hitting the daily limit, with other companies in the sector also seeing increases of over 7% [5][6] - The power generation equipment sector also performed well, with companies like Rongfa Nuclear Power and Shanghai Electric reaching the daily limit [6] Investment Outlook - Analysts suggest that the A-share market is likely to continue its upward trend driven by "policy + liquidity," although some volatility is expected [7] - The technology growth style is anticipated to remain dominant, with a focus on sectors such as AI and semiconductors, while opportunities may also arise in cyclical industries [7][9] - The market is expected to benefit from a return of risk-averse funds post-holiday and a generally more relaxed liquidity environment in October [7][8] - The upcoming quarter is viewed positively, with expectations for a "red October" and a favorable outlook for the fourth quarter and year-end market performance [8][9]
A股站上3900点 机构看好“红十月”
2 1 Shi Ji Jing Ji Bao Dao·2025-10-09 06:22