Market Overview - US stock market experienced a significant decline on "Black Friday," with the Dow Jones falling by 878.82 points (1.9%), the Nasdaq dropping by 820.20 points (3.56%), and the S&P 500 decreasing by 182.60 points (2.71%), marking the largest single-day drop since April [1] - The VIX fear index surged by 24.57%, while crude oil futures plummeted, and the FTSE A50 index fell by 4.26%. In contrast, spot gold rose by 1.05%, closing at $4017 per ounce [1] A-Share Market Insights - The Shanghai Composite Index faced a pullback influenced by the critical resistance level of 3950 points, with high-position stocks like humanoid robots and solid-state batteries experiencing declines, while lower-position brokerage stocks saw a rebound [3] - Experts participating in the "掘金大赛" (Gold Digging Competition) anticipate a lower opening for A-shares on Monday due to the US market's downturn, but view the decline as a potential buying opportunity, with key support at 3750 points [3] Sector Opportunities - Participants in the competition are optimistic about sectors such as gold, export-controlled metals, high-tech import substitution, brokerages, and photolithography machines [5] - The photolithography machine concept stock rose against the trend, with reports indicating that Shenzhen-based Xinkailai Technology will unveil unexpected surprises at the upcoming Bay Area Semiconductor Industry Ecological Expo [5] - Recent commentary from the "火线快评" (Rapid Commentary) product highlighted opportunities in the silver sector, with stocks like Shengda Resources and Hunan Silver showing strong performance over the past month [5]
美股遭遇“黑色星期五”,黄金逆势飙升!“湾芯展”下周举行,A股哪些板块有机会?
Mei Ri Jing Ji Xin Wen·2025-10-11 07:01