沪指时隔十年再上4000点,专家:牛市趋势进一步确立
Nan Fang Du Shi Bao·2025-10-28 05:07

Group 1 - The Shanghai Composite Index (SSE) has broken the 4000-point mark for the first time since August 18, 2015, indicating a further establishment of a bull market trend [2] - The journey to 4000 points was not smooth, with the index hovering around 3800 points since August and experiencing a drop after U.S. President Trump's announcement of additional tariffs on China [2] - Positive factors such as U.S.-China trade negotiations, expectations of Federal Reserve interest rate cuts, and the upcoming Fourth Plenary Session of the Communist Party contributed to the market's recovery [2] Group 2 - The current bull market is primarily driven by both policy and capital market factors, with major indices like the CSI 300 trading below their 2015 peaks, suggesting that the market may still be in the early stages of the bull run [3] - The recent market rally is supported by multiple factors, including the introduction of the "14th Five-Year Plan" focusing on new productivity and a shift of household savings into the capital market [3] - There is a notable trend towards technology stocks, which are expected to lead the market throughout the bull cycle, driven by China's economic transformation and a shift in capital towards innovative sectors [3]