SEP(SH:600021) 雪球·2025-09-10 08:20Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting significant movements in various sectors, particularly the impact of Shanghai Electric's halted acquisition and the rebound in the AI and oil & gas sectors. Group 1: Market Overview - The three major indices in the A-share market experienced a slight increase, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index by 0.38%, and the ChiNext Index by 1.27% [2] - The total trading volume in the Shanghai and Shenzhen markets was 200.40 billion yuan, a decrease of 148.1 billion yuan compared to the previous day [2] - Over 2400 stocks in the market saw an increase in their prices [2] Group 2: Shanghai Electric - Shanghai Electric, which had seen a rise of over 120% in one month, faced a one-day limit down, closing at 20.79 yuan, a drop of 10% [4][5] - The company announced the termination of its acquisition of a 66.40% stake in Pakistan's KE Company, valued at nearly 2 billion USD, due to unmet conditions and changes in the business environment in Pakistan [8] - Despite the termination of the acquisition, it was stated that this would not have a significant adverse impact on the company's operations [8] - Shanghai Electric also approved investments in two renewable energy projects, with total investments not exceeding 3.78 billion yuan for the offshore photovoltaic project and 2.26 billion yuan for the wind power project [11][13] Group 3: AI Sector - The AI industry chain saw a rebound, with notable increases in cloud computing, computing power, chips, and optical modules [15] - Industrial Fulian, a leading company in the sector, reached its daily limit up, while other companies like Cambrian Technology also saw significant gains [15] - Oracle's strong performance in AI business, despite missing revenue expectations, led to a surge in its stock price by over 28% after announcing a substantial increase in unfulfilled revenue contracts [15][17] Group 4: Oil & Gas Sector - The oil and gas sector experienced a notable increase, with companies like Tongyuan Petroleum rising by 14.88% and Huai Oil shares hitting the daily limit [19][20] - The rise was attributed to significant breakthroughs in oil and gas exploration in China, as well as geopolitical tensions in the Middle East affecting oil prices [22]