关键时刻 A股走出独立行情！原因找到了

Market Performance - The market experienced a rebound on November 5, with all three major indices closing in the green: Shanghai Composite Index up 0.23%, Shenzhen Component Index up 0.37%, and ChiNext Index up 1.03% [2] - Nearly 3,400 stocks rose in the market, with a total trading volume of 1.87 trillion yuan, a decrease of 45.3 billion yuan from the previous trading day [2] Market Sentiment - Despite external market fears, A-shares showed resilience, with a pattern of low opening followed by recovery observed throughout the year [5] - The recent low opening was attributed to external factors, particularly the U.S. market's liquidity issues, rather than direct negative impacts on A-shares [8] Sector Performance - Key sectors that led the gains included electric grid equipment, Hainan, and battery industries, while quantum technology and gaming sectors faced declines [2][12] - The brokerage sector, which had seen a decline, also rebounded, indicating a potential for value re-evaluation as the industry transitions towards wealth management and institutional business [11] Specific Sector Insights - The electric grid equipment sector saw a rise of 5.33% on the day, with a year-to-date increase of 47.13% [13] - The battery sector experienced a significant year-to-date increase of 75.06%, reflecting strong demand and supply dynamics [13][16] - The Hainan Free Trade Port is set to officially start operations on December 18, 2023, which is expected to bring multiple policy benefits and expand the range of zero-tariff goods [14] Institutional and Retail Participation - Both speculative and institutional funds showed participation in the market's upward movement, indicating a broad-based recovery [12] - The brokerage ETF saw net inflows of nearly 90 million yuan, suggesting renewed interest in the sector [11]