Market Overview - The market showed strong fluctuations on November 6, with the Shanghai Composite Index rising above 4000 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.06 trillion yuan, an increase of 182.9 billion yuan compared to the previous trading day. The Shanghai Index rose by 0.97%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 1.84% [1] Sector Performance - The computing power sector saw a significant increase, led by domestic computing power stocks. Additionally, sectors such as non-ferrous metals and mining rebounded, while the power grid continued its strong performance [1] - The technology sector is expected to remain active in the wake of the earnings vacuum period starting in November, with computing power being a core performance line. Investors are encouraged to consider buying on dips in this sector [1] Investment Opportunities - Several new domestic GPU manufacturers are expected to go public in mid-November, which may serve as a catalyst for the market. The price increase in storage is anticipated to continue into Q4, with capacity shortages expected to persist until 2026. There are also expectations for major domestic storage companies to go public in 2026 [1] - The Sci-Tech Chip ETF (589100) is highlighted as a potential beneficiary of the storage price increase, while the Semiconductor Equipment ETF (159516) is noted for its cost-effectiveness amid the expansion of advanced processes and storage demand [1] Electric Grid Sector - The new narrative surrounding the electric grid may reshape performance and valuation fundamentals. Despite prior consensus on the high electricity consumption of AI data centers, the ongoing power shortages in North America have led to a new opportunity for domestic electric grid companies through power exports. This could enhance profits and potentially raise valuation levels [2] - Investors are advised to pay attention to the Electric Grid ETF (561380) as a potential investment opportunity in this context [2]
11月或逢低布局科技板块
Mei Ri Jing Ji Xin Wen·2025-11-07 01:41