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万联证券:万联晨会-20250206
万联证券·2025-02-06 02:09

Market Overview - On the first trading day of the Year of the Snake, the A-share market opened high but closed lower, with the Shanghai Composite Index down 0.65% at 3,229.49 points, while the Shenzhen Component Index rose 0.08% and the ChiNext Index fell 0.04% [1][6] - The total trading volume of the Shanghai and Shenzhen stock markets was 1.29 trillion yuan [1][6] - In terms of industry performance, sectors such as computer, media, and electronics led the gains, while coal, building materials, and food and beverage sectors lagged [1][6] - Concept stocks like DeepSeek, MLOps, and Zhipu AI saw increases, whereas sectors like copper cable high-speed connection, F5G concept, and glyphosate experienced declines [1][6] Important News - The 2025 Spring Festival box office in China reached 9.51 billion yuan, with 187 million viewers, setting new records for both box office and attendance [2][6] - The film "Nezha: Birth of the Demon Child" grossed over 5.6 billion yuan, contributing approximately 950 million to 1.01 billion yuan in revenue for Light Media as of February 4 [2][6] - Premier Li Qiang chaired the seventh plenary meeting of the State Council, emphasizing the need for targeted development goals and increased counter-cyclical adjustments to address prominent issues [7]