Market Overview - A-shares' three major indices collectively rose, with the Shanghai Composite Index approaching the 4000-point mark, reaching a new 10-year high at 3996.94 points, up 1.18% with a trading volume of 1.0434 trillion yuan [1] - The Shenzhen Component Index rose 1.51% to 13489.40 points, with a trading volume of 1.2967 trillion yuan, while the ChiNext Index increased by 1.98% to 3234.45 points, with a trading volume of 615.4 billion yuan [1] - The total trading volume of the Shanghai and Shenzhen markets was 2.34 trillion yuan, an increase of 365.9 billion yuan compared to the previous trading day [1] Sector Performance - The storage chip sector saw significant gains, with companies like Jiangbolong, Tuojing Technology, and Zhaoyi Innovation reaching historical highs [2] - The small metals sector also performed well, with Xiamen Tungsten and Dongfang Tantalum both hitting the daily limit [2] - The computing hardware sector remained active, with companies such as Xinyisheng and Shengyi Technology reaching new highs [2] - Conversely, the gaming sector experienced declines, with stocks like Youzu Network and Giant Network falling [2] - The wind power equipment sector also lagged, with companies like Haili Wind Power and Pangu Intelligent seeing significant drops [2] Institutional Insights - Jifeng Investment noted that the market is in a strong rebound phase, driven by both expectations and fundamentals, with the possibility of breaking through the 4000-point mark increasing [3] - The firm highlighted the importance of focusing on sectors with expected earnings growth, particularly in semiconductors, consumer electronics, artificial intelligence, and low-altitude economy [3] - Rongzhi Investment pointed out that despite the market reaching new highs, caution remains prevalent among investors, as indicated by low sentiment indicators [3] - The firm emphasized the need for quality stock selection and allocation in light of upcoming important meetings and policy directions [3] Future Outlook - Huafu Fund anticipates that strategic emerging industries such as new energy, new materials, and aerospace will see significant market growth, potentially creating trillion-level markets [4] - The fund highlighted that sectors like quantum technology and hydrogen energy could become new economic growth points over the next decade [4] - Overall, the technology sector is expected to be a focal point for investment, with defensive asset combinations being beneficial [4] Regulatory News - Relevant authorities are reportedly preparing to standardize the naming of "semi-solid batteries" to "solid-liquid batteries" to avoid market confusion [5] Economic Data - According to the National Bureau of Statistics, profits of large-scale industrial enterprises in China grew by 3.2% year-on-year in the first nine months of 2025, totaling 53,732 billion yuan [6] - State-owned enterprises saw a slight decline in profits, while private enterprises experienced a growth of 5.1% [7]
收评：沪指放量涨超1%逼近4000点 两市成交额超2.3万亿元
Xin Hua Cai Jing·2025-10-27 07:32