Market Overview - The A-share market experienced a significant rebound on September 5, with the Shanghai Composite Index returning to 3,800 points and the ChiNext Index surging by 6.55%, marking a new high since January 2022 [2][4] - The total trading volume in the Shanghai and Shenzhen markets reached 2.3 trillion yuan, a decrease of 239.6 billion yuan from the previous trading day, with over 4,800 stocks rising and fewer than 500 declining [5] Sector Performance - The new energy sector saw a surge, particularly in solid-state battery stocks, with companies like Paton achieving a 30% limit-up and others like Jin Yinhe and Yucheng Intelligent hitting 20% limit-up [5] - The photovoltaic and wind power sectors also performed strongly, with Jinlang Technology and other companies recording significant gains [5] - The technology sector, including CPO and PCB hardware, experienced a rebound, with Shenghong Technology reaching a 20% limit-up [7] Future Outlook - Multiple brokerage firms believe that the underlying logic supporting the A-share market's rise remains unchanged, with reasonable market valuations and no signs of excessive speculation [9][10] - Positive factors such as the potential start of a Federal Reserve interest rate cut cycle and a recovery in public fund issuance are emerging, suggesting a continued upward trend for the market [9] - Analysts predict that September may see a continuation of a slow upward trend in the A-share market, with a focus on technology growth and certain cyclical and consumer sectors [9]
刚刚,反攻!发生了什么?
券商中国·2025-09-05 09:05