Market Overview - The Shanghai Composite Index opened high and broke through the 3900-point mark, reaching its highest level since August 2015, with a closing increase of 1.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.65 trillion yuan, an increase of 471.8 billion yuan compared to the previous trading day [1] - The market saw a total of 99 stocks hit the daily limit up, with notable performances in the non-ferrous metals and nuclear power sectors [1] Sector Performance - The controllable nuclear fusion sector led the gains, with stocks like Westinghouse Electric, Hanhua Welding, and Shanghai Electric hitting the daily limit up [2] - Recent advancements in China's controllable nuclear fusion field, particularly the successful installation of a key component in the compact fusion energy experimental device (BEST), have catalyzed investor interest [2] - The non-ferrous metals sector remained strong, with stocks such as Precision Instrument and Jiangxi Copper also hitting the daily limit up, driven by significant price increases in gold, silver, copper, and aluminum during the recent holiday period [3] Individual Stock Highlights - The semiconductor sector experienced notable volatility, with stocks like SMIC and Huahong Semiconductor showing mixed performance, indicating profit-taking after previous gains [6] - Despite the overall positive market sentiment, over 30 stocks fell by more than 9%, highlighting the structural divergence within the market [6] Future Market Analysis - The market is expected to maintain a bullish trend, but the sustainability of this upward movement will depend on trading volume; a decrease in volume may lead to a consolidation phase [8] - Key sectors to watch include non-ferrous metals, semiconductor chips, AI industry chain, solid-state batteries, and humanoid robots, as market participants focus on sector rotation strategies [8]
【每日收评】沪指突破3900点创10年新高，全市场近百股涨停，核聚变、有色概念股联袂领涨
Xin Lang Cai Jing·2025-10-09 08:45