Core Viewpoint - The A-share market is experiencing a bullish trend, with all three major indices rising, particularly the Shanghai Composite Index surpassing 4000 points and the ChiNext Index increasing by nearly 2.5% in the afternoon session [1] Market Performance - The market is characterized by active sectors including photovoltaic inverters, anti-involution, energy storage, ultra-high voltage, and new energy [1] - The newly listed ETF, the Shanghai 180 ETF Huaxia (510670), saw an afternoon increase of nearly 1%, with leading stocks such as Trina Solar, LONGi Green Energy, Tongwei Co., Nanshan Aluminum, TBEA, and Industrial Fulian performing well, with LONGi Green Energy and Nanshan Aluminum hitting the 10% daily limit [1] Investment Outlook - According to China Merchants Securities, the assessment of the market being in the second phase of a bull market remains unchanged, with a continuous inflow of incremental capital being a key driving force for the market's steady rise [1] - Key focus areas include AI computing power and applications, solid-state batteries, commercial aerospace, and controllable nuclear fusion, which are represented by eight major tracks [1] - The "anti-involution" related directions are also highlighted as worthy of attention [1]
沪指4000点失而复得,上证180ETF华夏(510670)午后涨近1%
Mei Ri Jing Ji Xin Wen·2025-10-29 06:50