A股午评 | 沪指微涨0.06% 新能源赛道延续强势 量子科技概念持续爆发

Market Overview - A-shares showed mixed performance on October 30, with the Shanghai Composite Index rising by 0.06% and the Shenzhen Component Index and ChiNext Index declining by 0.02% and 0.23% respectively. The half-day trading volume reached 1.53 trillion yuan, an increase of 107.8 billion yuan compared to the previous trading day [1] Investment Focus - Current investment focus includes three main directions: technology growth as a core area, high-dividend defensive sectors, and cyclical sectors such as non-ferrous metals, chemicals, and steel as elastic supplements [1] Sector Performance - Quantum technology concept stocks surged, with Shenzhou Information achieving a six-day three-limit rise. Other stocks like Weide Information and Guodun Quantum also saw gains. This surge is attributed to NVIDIA's launch of NVQLink, which connects quantum computing with GPU computing [2] - The innovative drug and CRO sectors experienced declines, with WuXi AppTec dropping nearly 9%. This decline follows an announcement regarding a planned share reduction by major shareholders [3] Institutional Insights - Huatai Securities suggests a high probability of the index continuing to break upwards, driven by structural bull market characteristics and potential easing of negative market factors following US-China negotiations [4] - Huajin Securities maintains that a slow bull market and technology as the main line remain unchanged, recommending low-cost allocations in technology growth and certain cyclical sectors [5] - Everbright Securities anticipates continued upward movement in the market, with the Shanghai Composite Index surpassing 4000 points, potentially attracting more external funds [6]