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A股市场大势研判:A股市场探底回升,三大指数全线翻红
Dongguan Securities·2025-11-03 23:33

Market Overview - The A-share market has shown signs of recovery, with all three major indices closing in the green, specifically the Shanghai Composite Index rising by 0.55% to 3976.52 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.11 trillion yuan, a decrease of 210.7 billion yuan compared to the previous trading day [5] Sector Performance - The top-performing sectors include Media (3.13%), Coal (2.52%), and Oil & Petrochemicals (2.28%), while the worst-performing sectors are Non-ferrous Metals (-1.21%) and Household Appliances (-0.66%) [2] - Concept indices such as Hainan Free Trade Zone (4.81%) and Dyeing (3.61%) performed well, whereas sectors like Fentanyl (-1.78%) and PVDF Concept (-1.57%) lagged [2][3] Future Outlook - The market is expected to enter a critical window for policy effectiveness and quarterly earnings verification as November progresses [5] - The focus on high-quality development and technological self-reliance in the "14th Five-Year Plan" is anticipated to support market sentiment, with potential for a slow bull market [5] - Key sectors to watch include New Energy, Dividend Stocks, Technology Growth, and Non-ferrous Metals [5] Policy Insights - The Ministry of Industry and Information Technology emphasizes accelerating the integration of artificial intelligence with manufacturing, highlighting the importance of AI in driving industrial transformation [4]