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收评:沪指午后企稳回升,银行板块拉升,稀土概念再爆发
Zheng Quan Shi Bao Wang·2025-10-13 07:31

Market Overview - The stock indices of both markets opened significantly lower on the 13th but gradually stopped declining in the afternoon, with the Shanghai Composite Index nearing a positive close and the Sci-Tech 50 Index rising over 1% [1] - By the end of the trading day, the Shanghai Composite Index fell by 0.19% to 3889.5 points, the Shenzhen Component Index dropped by 0.93% to 13231.47 points, and the ChiNext Index decreased by 1.11% to 3078.76 points, while the Sci-Tech 50 Index increased by 1.4% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 23,745 billion yuan [1] Sector Performance - Sectors such as automobiles, media, oil, liquor, pharmaceuticals, and brokerage firms experienced declines, while sectors like non-ferrous metals, semiconductors, and banks saw gains [1] - The rare earth concept stocks surged again, and sectors related to photolithography machines, controllable nuclear fusion, and gold were active [1] Analyst Recommendations - CITIC Securities suggests a neutral approach in response to recent disturbances in the technology sector and Sino-U.S. relations, warning of liquidity risks [1] - If the market opens significantly lower, there may be more opportunities than risks, and investors are advised to seize "golden pit" opportunities [1] - Short-term focus should be increased on non-ferrous metals, banks, steel, and agriculture, while maintaining a long-term focus on technology and gold, with continued recommendations for sectors like batteries, chips, robotics, and innovative pharmaceuticals [1]