财富观 | 上证指数无限逼近4000点,年底行情是否可期?
Sou Hu Cai Jing·2025-10-27 08:00

Group 1 - The A-share market showed strong performance, with the Shanghai Composite Index approaching the 4000-point mark, closing at 3996.94 points, and daily trading volume exceeding 2.3 trillion yuan [1][2] - Industrial profits for large-scale enterprises increased by 3.2% year-on-year from January to September, marking the highest cumulative growth rate since August of the previous year, with a significant 21.6% increase in September alone [1] - Positive sentiment in the market is driven by factors such as the easing of the US-China trade dispute and supportive domestic policies, which are expected to bolster investor confidence [2][3] Group 2 - The fourth quarter is anticipated to bring continued favorable conditions for the market, with expectations of economic recovery and potential monetary easing from the Federal Reserve [2] - Key sectors expected to perform well include state-owned enterprise reforms, robotics, and semiconductor chips, reflecting a shift in market focus towards these areas [2] - The market is likely to enter a new upward phase from November to December, with low-value stocks potentially leading the rally, even in the absence of fundamental changes [3]