万联晨会-20250926

Core Viewpoints - The A-share market showed mixed performance on Thursday, with the Shanghai Composite Index closing down 0.01%, the Shenzhen Component Index up 0.67%, and the ChiNext Index up 1.58. The total trading volume in the Shanghai and Shenzhen markets reached 23,708.5 billion yuan [2][7] - In terms of industry performance, media, telecommunications, and non-ferrous metals led the gains, while textiles, comprehensive sectors, and agriculture, forestry, animal husbandry, and fishery sectors lagged behind [2][7] - Concept sectors such as China AI 50, controllable nuclear fusion, and Kuaishou saw significant increases, while the China-South Korea Free Trade Zone, military equipment restructuring concepts, and Tianjin Free Trade Zone experienced declines [2][7] - In the Hong Kong market, the Hang Seng Index fell by 0.13%, while the Hang Seng Technology Index rose by 0.89%. Internationally, all three major U.S. indices closed lower, with the Dow Jones down 0.38%, S&P 500 down 0.5%, and Nasdaq down 0.5% [2][7] Important News - The National Healthcare Security Administration released the "National Long-term Care Insurance Service Project Directory (Trial)", which standardizes the service project content and fund payment scope, including 36 service items categorized into daily care and medical care [3][8] - The U.S. Department of Commerce announced that the final revision of the second quarter GDP growth rate was adjusted to 3.8%, an increase of 0.5 percentage points from previous estimates, exceeding market expectations [3][8]