每日市场观察-20251028

Market Performance - On October 27, the Shanghai Composite Index rose by 1.18%, the Shenzhen Component Index increased by 1.51%, and the ChiNext Index gained 1.98%[3] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2.3 trillion yuan, an increase of over 300 billion yuan compared to the previous Friday[1] Sector Trends - Key sectors that saw significant gains included electronic chemicals, small metals, shipbuilding, energy metals, and semiconductors[1] - The technology sector showed renewed strength, with high-priced tech stocks breaking historical highs, aligning with national policies promoting technological self-reliance[1] Investment Insights - The Shanghai Composite Index is approaching the 4000-point mark after two months of consolidation, with a high probability of surpassing this level in the near future[1] - Investors are advised to follow the technology sector closely and maintain a positive investment stance despite short-term fluctuations[1] Fund Performance - Nearly 2000 public funds reported a total profit of 101.3 billion yuan in the third quarter, with a focus on technology innovation assets[11] - Public funds have significantly increased their self-purchase of equity funds, reaching 3.5 billion yuan this year, surpassing last year's total[13]