弱势盘整,热点切换加速,成交额明显缩减
Ge Long Hui·2025-11-03 05:17

Market Overview - The Shanghai Composite Index increased by 0.05%, while the Shenzhen Component Index and the ChiNext Index decreased by 1.06% and 1.37% respectively, indicating a weak market sentiment [1] - Over 2,500 stocks rose in the two markets, with a total trading volume of 1.38 trillion [1] Sector Performance - Battery concept stocks experienced a significant decline, dropping by 3.07% at midday, with Haike New Energy falling over 15% and Shanghai Washba hitting the daily limit down [3] - Gold concept stocks showed weak performance, with Chao Hong Ji hitting the daily limit down and Hunan Gold decreasing by 3.91% [3] - Other sectors such as jewelry, non-ferrous metals, and semiconductors also faced notable declines [3] - Conversely, thorium-based molten salt concept stocks surged, with Baose Co. and Hailu Heavy Industry reaching the daily limit up [3] - AI application stocks remained active, with companies like Jishi Media and 37 Interactive Entertainment hitting the daily limit up [3] - The coal sector strengthened again, with Antai Group achieving 7 consecutive limit up days in 13 days [3] - The Hainan Free Trade Zone sector continued its strong performance, with multiple stocks like Roniu Mountain hitting the daily limit up [3] - Quantum technology concept stocks experienced fluctuations but ultimately rose, with companies like Shenzhou Information reaching the daily limit up [3] Industry Insights - In the first three quarters, the revenue of listed companies in the storage chip industry grew by 16.08%, while net profit increased by 26.44% [3] - The Ministry of Industry and Information Technology is promoting the upgrade of consumer terminals such as AI phones and AI computers, and accelerating the research and application of new-generation intelligent terminals like humanoid robots and brain-computer interfaces [3]