麦高研究之每日市场观察

Market Overview - The Shanghai Composite Index decreased by 0.62%, closing at 3091.68 points, while the Shenzhen Component Index fell by 0.32% to 9384.72 points. The ChiNext Index saw a slight increase of 0.12%, closing at 1813.15 points, and the STAR 50 Index rose by 1.14% to 742.70 points. The North Exchange 50 dropped by 1.41%, closing at 771.59 points. The total trading volume of A-shares reached 7266.97 billion [2][5]. Sector Performance - Among the major sectors, the defense and military industry led with a gain of 1.68%, followed by electronics at 1.59% and automotive at 0.47%. Conversely, the non-ferrous metals sector experienced the largest decline at -3.25%, followed by real estate at -2.33% and coal at -1.92% [25]. Hot Concepts - The top five performing hot concepts for the day included Hong Kong semiconductor and semiconductor production equipment with a return of 2.91%, followed by the lithography machine index at 2.79%, the National Big Fund index at 2.54%, the satellite internet index at 2.49%, and the semiconductor index at 2.32% [3][28]. Cross-Border E-commerce - Cross-border e-commerce and overseas warehouses have gained significant policy support in recent years. In the first quarter of this year, Shenzhen's cross-border e-commerce import and export volume exceeded 110 billion, marking a year-on-year growth of over 95%, setting a new record for the same period [10].