上周五沪指创近10年来新高 盘面释放两大信号

Core Viewpoint - The A-share market showed strong performance on October 24, with all three major indices rising, indicating a bullish sentiment driven by policy expectations related to the upcoming "15th Five-Year Plan" [1][4][9]. Market Performance - The Shanghai Composite Index rose by 0.71% to close at 3950.31 points, while the Shenzhen Component increased by 2.02% to 13289.18 points, and the ChiNext Index surged by 3.57% to 3171.57 points [1]. - The total trading volume in the Shanghai and Shenzhen markets reached 19,742 billion yuan, a significant increase of 3,303 billion yuan compared to October 23 [1]. Sector Performance - Over 3,000 stocks rose, with more than 70 hitting the daily limit. Leading sectors included semiconductors, electronic chemicals, electronic components, communication equipment, aerospace, consumer electronics, and computer equipment, while coal, real estate services, gas, and mining sectors saw declines [3]. Policy Impact - The upcoming "15th Five-Year Plan" is expected to drive significant changes in the market, with a focus on high-quality development and the establishment of a modern industrial system [4][10]. - Key areas of focus include the promotion of new industries such as quantum technology, biomanufacturing, hydrogen energy, and nuclear fusion, which are anticipated to become new economic growth points [5][10]. Stock Highlights - Notable stock movements included Cambrian's share price rising over 9%, surpassing Kweichow Moutai, indicating a strong tech bull market [6][7]. - The new stock "Super Electronics" saw a dramatic increase of 477% at one point, reflecting heightened market enthusiasm for new listings [7]. Analyst Insights - Analysts suggest that the current market conditions indicate a tech bull market, with significant investor interest in new stocks and sectors driven by policy support [7][9]. - The "15th Five-Year Plan" is expected to provide a solid foundation for the A-share market's long-term stability and growth, with a focus on consumer stimulation and enterprise support [9][10].