粤开市场日报-20251024
Yuekai Securities·2025-10-24 09:07

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.71% to close at 3950.31 points, while the Shenzhen Component Index rose by 2.02% to 13289.18 points. The Sci-Tech 50 Index saw a significant increase of 4.35%, closing at 1462.22 points, and the ChiNext Index rose by 3.57% to 3171.57 points. Overall, 3025 stocks rose, 2273 fell, and 138 remained unchanged, with a total trading volume of 19742 billion yuan, an increase of 3303 billion yuan compared to the previous trading day [1][2]. Industry Performance - Among the primary industries, the telecommunications, electronics, defense, electric equipment, computer, and non-ferrous metals sectors experienced notable gains. Conversely, the petroleum and petrochemical, coal, food and beverage, real estate, transportation, and steel industries faced declines [1][2]. Sector Highlights - The leading sectors in terms of growth included memory storage, circuit boards, HBM, ASIC chips, optical modules (CPO), semiconductor silicon wafers, GPUs, national big fund, semiconductor selections, wafer industry, semiconductor industry, satellite internet, servers, chips, and optical communication [2].