破4000点！沪指再创10年新高，哪些行业还有补涨机会

Core Viewpoint - The Shanghai Composite Index has reached 4000 points for the first time in 10 years, marking a new high since August 2015, driven by positive market sentiment and policy expectations [1][2]. Market Performance - The market showed mixed performance with the cross-strait integration concept rising by 6%, while sectors like software, shipping, aerospace, and the internet also saw gains. Conversely, daily chemicals, motorcycles, precious metals, gas, pharmaceuticals, and education sectors lagged behind [1]. - On October 27, the index nearly reached 4000 points, with significant gains in sectors such as storage, rare earths, and nuclear power, while others like the gaming sector declined [2]. Policy Developments - The 2025 Financial Street Forum highlighted key priorities for China's financial system, including a moderately loose monetary policy and support for hard technology and emerging industries [2]. - The release of two significant documents, the "Qualified Foreign Investor System Optimization Work Plan" and "Opinions on Strengthening Protection for Small Investors in Capital Markets," is expected to impact market dynamics positively [3]. Investment Insights - The "14th Five-Year Plan" has instilled strong confidence in the market, with expectations of a clear growth path for A-shares through technological breakthroughs and industrial upgrades [4]. - Historical data indicates that the week following the announcement of five-year plans typically sees an average increase of 3.08% in the market, with small-cap and technology sectors performing particularly well [4]. - Short-term outlook remains positive for technology stocks, while there is potential for cyclical consumption sectors to catch up as market dynamics shift [5][6]. Sector Focus - Investment firms suggest focusing on technology sectors with high absorption rates, while also considering lower volatility sectors for potential excess returns in the fourth quarter [6]. - Key areas of interest include artificial intelligence, quantum technology, biomanufacturing, hydrogen energy, and sixth-generation mobile communications, as outlined in the "14th Five-Year Plan" [6].