A股开盘速递 | A股集体高开 沪指涨0.05% CPO、有色金属等板块领涨

Group 1 - The A-share market opened higher, with the Shanghai Composite Index rising by 0.05% and the ChiNext Index increasing by 1.07%, driven by sectors such as CPO, non-ferrous metals, and copper cable connections [1] - Pacific Securities noted that the Shanghai Composite Index briefly returned to 4000 points, indicating a significant breakthrough after ten years, which provides a solid foundation for future highs [1] - The technology sector surged due to the Fourth Plenary Session, with many star tech stocks reaching new highs or nearing previous highs, suggesting caution for investors without tech positions [1] Group 2 - Industrial sectors such as non-ferrous metals, coal, banking, nuclear power, and military industries remain at low levels, presenting opportunities for excess returns in a bull market [1] - The technology sector's absorption rate remains high, above 35%, indicating limited time and space for a pullback from recent highs [1] - The focus for the fourth quarter should be on lower volatility "old" sectors rather than high-volatility tech stocks [1] Group 3 - Industrial trends and policy support are expected to drive opportunities in technology growth sectors, particularly in AI, military, and innovative pharmaceuticals [2] - The AI industry chain is highlighted, with a focus on global resonance in overseas computing power chains and domestic chip industry chains [2] - The importance of the capital market is emphasized in the context of economic transformation, with a friendly policy and funding environment supporting a "technology bull market" [3]