A股开盘速递 | A股震荡走弱!创业板指跌超1% 深地经济概念延续活跃
VentureVenture(US:VEMLY) 智通财经网·2025-10-22 02:00

Core Viewpoint - The A-share market experienced a decline in early trading on October 22, with the Shanghai Composite Index down 0.52%, the Shenzhen Component down 0.95%, and the ChiNext Index down 1.07%. However, certain sectors such as shale gas and real estate showed resilience and activity, indicating potential investment opportunities in these areas [1]. Sector Summaries Shale Gas Sector - The shale gas sector continued to show strong activity, with Zhongyu Technology reaching a new high and companies like Shenkai Co., Shihua Machinery achieving three consecutive trading limits. Other companies such as Deshi Co., Shihua Oil Service, and Shandong Molong also saw gains [2]. Market Outlook - Dongfang Securities believes that the short-term impacts of the trade war have been largely absorbed by the market, and the recent pullback in technology stocks is nearing an end, suggesting a potential rebound. The presence of large-cap blue-chip stocks is expected to support the Shanghai Composite Index in reaching new highs [6]. Institutional Perspectives - Shenwan Hongyuan: The firm anticipates that the market will continue to experience a consolidation phase, with technology stocks being the key drivers for future growth. They predict that the overall market's profitability has returned to a mid-low level, and the adjustment phase is nearing its end [4]. - Huazheng Securities: The firm emphasizes that growth remains the optimal strategy moving forward, with a focus on sectors such as AI infrastructure and power equipment, which are expected to continue their upward trajectory [5].