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市场分析:通信军工行业领涨 A股小幅上扬
Zhongyuan Securities·2024-08-13 09:32

Group 1 - The A-share market experienced slight fluctuations with a small increase, with the Shanghai Composite Index facing resistance around 2865 points during the trading session on August 13, 2024 [2][5] - Key sectors that performed well included communication equipment, electronic components, military industry, and batteries, while the pharmaceutical, medical device, real estate, and liquor industries showed weaker performance [2][5] - The average price-to-earnings ratios for the Shanghai Composite Index and the ChiNext Index were 12.22 times and 26.23 times, respectively, indicating that the market valuation remains in a low range suitable for medium to long-term investment [2][10] Group 2 - The total trading volume for both markets on August 13 was 480 billion yuan, which is below the median of the average daily trading volume over the past three years [2][10] - The report highlights that the recent policy measures, including the "New National Nine Articles," are expected to enhance market maturity and boost long-term confidence [2][10] - Investors are advised to focus on short-term investment opportunities in sectors such as communication equipment, electronic components, military industry, and batteries [2][10]