11月24日大盘简评

Market Overview - A-shares experienced a slight rebound today, with the Shanghai Composite Index rising by 0.05% to 3836.77 points and the Shenzhen Component Index increasing by 0.37% to 12585.08 points. The total trading volume decreased slightly to 1.7 trillion yuan, indicating a market that has released previous gains but still faces some adjustment pressure [1] - The gaming sector showed strength today, with the gaming ETF (516010) increasing by 3.22%. Despite a recent pullback, the industry's fundamentals remain strong, and the cost reduction through AI continues, suggesting a favorable entry point for investors [1] Hong Kong Market - The Hong Kong stock market rebounded significantly, with the Hang Seng Index rising by 1.97% to 25716.50 points and the Hang Seng Tech Index increasing by 2.78% to 5545.56 points. Despite previous concerns over high valuations in the AI sector, the current low valuations present a buying opportunity for investors [2] Gold Market - In the gold market, the U.S. non-farm payrolls exceeded expectations, but the unemployment rate increased, leading to fluctuating interest rate expectations. Geopolitical tensions, particularly between Russia and Ukraine, and ongoing tensions between China and Japan, have increased demand for gold as a safe haven [2] - The outlook for gold remains supported by the potential for a Federal Reserve rate cut cycle, increasing macroeconomic uncertainty, and a global trend towards de-dollarization, suggesting a strategic opportunity for investors to accumulate gold ETFs (518800) [2] Innovative Pharmaceuticals - The newly established commercial insurance innovative drug catalog provides a potential funding pool of approximately 20 billion yuan for innovative drugs. The innovative drug sector is showing positive growth, with revenues reaching 48.56 billion yuan, a year-on-year increase of 21.41%, and a significant reduction in net profit losses [3] - The increasing approval of domestic innovative drugs and their international market expansion indicate a promising future for the innovative drug industry, with investment opportunities available through innovative drug ETFs (517110) and the Guotai Science and Technology Innovative Drug ETF (589720) [3]