Market Overview - The A-share market experienced a significant upward trend on September 30, 2024, with the Shanghai Composite Index closing at 3,336.50 points, up 8.06%, and the Shenzhen Component Index closing at 10,529.76 points, up 10.67% [6][7] - The market showed strong performance in sectors such as securities, insurance, new energy, software development, and medical services, while sectors like gold, banking, oil, and aviation showed weaker performance [3][6] - The total trading volume for both markets reached 26,125 billion yuan, indicating a substantial increase compared to previous trading days [3][6] Future Market Outlook and Investment Recommendations - The average price-to-earnings (P/E) ratios for the Shanghai Composite Index and the ChiNext Index are 13.20 times and 30.16 times, respectively, which are below the median levels of the past three years, suggesting that the market is still undervalued and suitable for medium to long-term investments [3][11] - The report highlights the release of significant policies aimed at stabilizing the economy, with expectations of macroeconomic adjustments and growth-promoting measures continuing to be implemented [3][11] - Investors are advised to focus on short-term investment opportunities in sectors such as securities, insurance, new energy, and software development [3][11] Sector Performance - The report indicates that over 90% of stocks in the two markets rose, with notable gains in software development, semiconductors, batteries, instrumentation, and internet services [6][9] - The top-performing sectors for the day included computers (up 13.60%), electronics (up 12.82%), and comprehensive finance (up 12.62%) [9] - Conversely, sectors such as banking and coal showed minimal gains, with banking only increasing by 4.65% [9][11]
市场分析:做多情绪高涨 A股全面普涨
Zhongyuan Securities·2024-09-30 10:03