A股市场大势研判：沪指八连阳

Market Overview - The Shanghai Composite Index has achieved an eight-day winning streak, closing at 3963.68 with a slight increase of 0.10% [2][4] - The Shenzhen Component Index rose by 0.54% to 13603.89, while the CSI 300 Index increased by 0.32% to 4657.24 [2][4] - The ChiNext Index saw a modest gain of 0.14%, closing at 3243.88, whereas the STAR 50 Index declined by 0.24% to 1345.83 [2][4] Sector Performance - The top-performing sectors included Nonferrous Metals (3.69%), Electric Equipment (1.40%), and Steel (1.34%) [3] - Conversely, the weakest sectors were Electronics (-0.71%), Light Industry Manufacturing (-0.61%), and Communications (-0.60%) [3] - Concept sectors showing strong performance included Hainan Free Trade Zone (4.32%) and Zinc Metals (3.61%), while sectors like Sci-Tech New Stocks (-1.44%) and Photoresist (-1.35%) lagged [3] Future Outlook - The market is expected to experience a relatively quiet period as important domestic and international meetings and economic data are released [6] - The offshore RMB has recently appreciated, breaking the 7.0 mark against the USD, which is seen as a positive influence on the A-share market [6] - Long-term economic development is anticipated to support corporate profit recovery, with a focus on sectors such as Nonferrous Metals, Banking, Public Utilities, Transportation, and TMT [6] Policy Developments - The National Industrial and Information Technology Work Conference emphasized the cultivation of emerging industries, including integrated circuits, new displays, and artificial intelligence [5] - The National Venture Capital Guidance Fund aims to enhance investment in hard technology sectors with a focus on long-term support for fields like AI, biopharmaceuticals, and 6G technology [5]