Market Overview - The Shanghai Composite Index rose by 0.55%, with over 3,500 stocks in the market experiencing gains, indicating a lively market atmosphere [3] - However, trading volume decreased to 21,329 billion yuan, down by 2,169 billion yuan from the previous day, suggesting a typical shrinking rebound with funds remaining cautious [3] Sector Performance - The gaming and cultural media sectors, particularly those related to AI applications, saw significant gains, with companies like 37 Interactive Entertainment and Jishi Media hitting the daily limit [3] - The gaming sector's net profit growth reached 111.65% in Q3, supported by ample license supply and the cost-reducing effects of AI technology in game development [3] - The Hainan Free Trade Zone sector also performed well, with Hainan Development and Haima Automobile reaching the daily limit, driven by the upcoming full island closure on December 18 and the expansion of zero-tariff items to 6,637 [3] Market Sentiment and Strategy - The shrinking rebound indicates two signals: market sentiment is recovering, but confidence is not fully restored; funds are concentrating on sectors with policy and performance support [4] - Recommendations include taking profits on AI application stocks after significant gains and waiting for pullbacks to the 10-day moving average before entering new positions [4] - The Hainan Free Trade Zone sector should be approached with caution, focusing on companies with substantial business backing rather than speculative plays [4] Technical Indicators - The Shanghai Composite Index's support level is noted at 3,936 points; maintaining this level could indicate continued rebound potential [5]
帮主郑重:缩量反弹藏玄机?AI、海南爆了,明天这么干
Sou Hu Cai Jing·2025-11-04 00:08