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沪指时隔10年重上4000点!紧跟大盘趋势,锚定均衡配置行业龙头的A500指数,A500ETF龙头(563800)连续4日上涨
Sou Hu Cai Jing·2025-10-28 04:37

Group 1 - The A-share market opened lower but rose throughout the day, with the Shanghai Composite Index breaking the 4000-point mark for the first time in 10 years, supported by sectors such as coal, rare earths, optical modules, and memory chips [1] - The CPO concept saw significant gains, with major state-owned enterprises performing strongly, creating a "leading stocks sealing the board, followed by tiered gains" pattern, effectively supporting the overall market index [1] - The People's Bank of China (PBOC) announced a commitment to a supportive monetary policy stance and plans to resume open market operations for government bonds, which is expected to stabilize long-term interest rate expectations [2] Group 2 - Morgan Stanley reported that U.S. investors' interest in Chinese stocks is at a five-year high, with over 90% of U.S. investors expressing willingness to increase exposure to the Chinese market, marking the highest level since early 2021 [2] - The "slow bull" market initiated since the "924" rally is seen as just the beginning, with a positive cycle of "stock market slow rise - confidence enhancement - capital inflow" expected to continue, driven by the recovery of investor confidence and capital market profitability [3] - The A500 ETF leader (563800) has shown a consistent upward trend, with a 4.29% increase over the past week, and key sectors include electronics, power equipment, and banking, indicating a balanced allocation of quality leading enterprises across industries [3][4]