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买你的白酒去吧 老登——A股一周走势研判及事件提醒
TeslaTesla(US:TSLA) Datayes·2025-09-07 15:01

Group 1 - The article discusses the skepticism surrounding the profit forecast of Zhongji Xuchuang, with a prediction of over 25 billion yuan for 2027 being deemed unreasonable by some analysts [1] - The former chairman of the China Securities Regulatory Commission (CSRC), Yi Huiman, is under investigation, raising concerns about his tenure, during which the Shanghai Composite Index frequently fell below 3000 points [3][4] - During Yi's five-year term, 1,906 new stocks were issued, raising a total of 2.2 trillion yuan, which accounted for 41.59% of the total IPO financing in the past 32 years [3][6] Group 2 - The article highlights the current downtrend in short-term interest rates, indicating no immediate signs of liquidity tightening, which may impact sectors with high margin trading participation [8] - The article notes that the A-share market has seen a significant net sell-off of 165.99 billion yuan, with the computer and non-bank financial sectors being the most affected [34][36] - The article mentions that the power equipment sector attracted the most capital inflow, totaling 42.7 billion yuan, while the computer and non-bank financial sectors experienced the largest outflows [36][38] Group 3 - The article indicates that the public utility, commercial trade, and banking sectors are currently in a recession phase, while non-bank financial, steel, and non-ferrous metal sectors are in an expansion phase [41] - It also points out that the textile and apparel industry has moved from recession to recovery, while the computer industry has shifted from expansion to slowdown [41][42] - The article suggests that industries like agriculture, non-ferrous metals, and construction materials are in a "high prosperity, low valuation" quadrant, indicating potential investment opportunities [42]