上证指数时隔10年再上3900点

Market Performance - The A-share market experienced a strong rally, with the Shanghai Composite Index breaking the 3900-point mark for the first time since August 2015, closing at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached 26,723 billion [1] Foreign Investment - Foreign capital continues to increase its allocation to Chinese assets, with over 90% of foreign institutions planning to increase their holdings in the Chinese stock market [1] - Since September of last year, the A-share market has entered a new bull market, with the Shanghai Composite Index rising from 2690 points to 3933 points, a cumulative increase of 46% [1] Sector Performance - The market saw broad-based gains, with over 3100 stocks rising, including 124 stocks hitting the daily limit or rising over 10% [2] - Key sectors that performed well included precious metals, new energy, semiconductors, and electronic components, with precious metals surging by 8.85% [2] - Conversely, sectors such as film and television, tourism, hotel and catering, and real estate faced declines, with the film and television sector dropping over 6% [2] Future Outlook - Historical data indicates that the Shanghai Composite Index has an average increase of 1.10% in October, with a 53.33% probability of rising [3] - The upcoming third-quarter report season is expected to focus market attention on growth signals, providing more investment opportunities, particularly in innovative drugs, military industry, and AI [3] - Analysts suggest that October is a key policy layout window, with expectations for continued upward movement in the A-share market, supported by favorable liquidity conditions [4]