A股开盘速递 | A股弱势震荡！红利风格活跃 量子科技概念股走强

Core Viewpoint - The A-share market is experiencing weak fluctuations, with the Shanghai Composite Index down 0.04%, the Shenzhen Component down 0.24%, and the ChiNext Index down 0.27% as of 9:34 AM on October 23. The market is showing mixed performance across sectors, with coal and banking stocks performing well, while engineering machinery and oil & gas sectors are experiencing pullbacks. The focus for future market direction may shift towards the "14th Five-Year Plan" policies [1]. Group 1: Sector Performance - The Shenzhen state-owned enterprise reform sector surged, with stocks like Shenfang Textile A and others hitting the daily limit [2]. - Quantum technology concept stocks strengthened, with Tengjing Technology rising over 10% following Google's announcement of a breakthrough in quantum algorithms, claiming a speed advantage over the best supercomputers by 13,000 times [3]. Group 2: Institutional Insights - Debon Securities warns of potential risks related to market liquidity if trading volume continues to decline, suggesting a cautious approach and a balanced allocation strategy. The upcoming focus on the "14th Five-Year Plan" policies may become a new market theme, with particular attention to technology and sectors like "deep earth economy" [4]. - Huajin Securities highlights that the "14th Five-Year Plan" could reinforce the technology sector, with potential beneficiaries including industries related to self-reliance in technology, consumer stimulation, green transformation, and national security [5]. - Everbright Securities believes that the recent market adjustments do not alter the overall trend, with expectations for continued upward movement in indices, particularly in the consumer electronics sector, which may be stimulated by the upcoming Shanghai International Consumer Electronics Show [6].