Group 1 - The new stock sector experienced a significant rebound last week, with an average increase of 4.9% since the beginning of 2024, and approximately 90.8% of new stocks achieving positive returns [1][13][30] - The short-term sentiment in the new stock market is expected to stabilize after a period of volatility, but the upcoming quarterly earnings reports may introduce performance disturbances [2][13] - The focus remains on sectors with stable earnings expectations, particularly in new energy, new consumption, and non-ferrous metals, while also tracking long-term investment themes such as robotics, AI, and innovative pharmaceuticals [3][13] Group 2 - Last week, two new stocks were listed, with an average first-day increase of 263%, indicating high trading enthusiasm despite some differentiation in performance [5][27] - The average first-day closing price-to-earnings ratio for new stocks in October has significantly increased to 106.4X, compared to 54.5X in the previous month, suggesting a rising trend in new stock pricing [18][20] - The upcoming week will see the listing of several new stocks, including He Yuan Biological and Xi'an Yicai, with an average issuance price-to-earnings ratio of 17.8X for new stocks expected to be listed [4][35][38]
上周交易热情急剧升温，预计新股次新板块暂时将重回震荡分化走势