超4300只个股下跌

Market Overview - On September 18, the three major stock indices collectively declined, with the Shanghai Composite Index closing at 3831.66 points, down 1.15% [3][6] - The Shenzhen Component Index closed at 13075.66 points, down 1.06%, and the ChiNext Index closed at 3095.85 points, down 1.64% [3][6] - The total trading volume in the Shanghai and Shenzhen markets reached 3.135 trillion yuan, an increase of 758.4 billion yuan compared to the previous trading day [4] Sector Performance - The market saw widespread declines, with over 4300 stocks falling and more than 1000 stocks rising [5] - The precious metals, rare earths, finance, and film sectors experienced the largest declines, while sectors such as CPO, liquid-cooled servers, and semiconductors were active [8] - Specific sector performances included: - Precious metals down 4.81% with major declines in companies like Xiaocheng Technology (down over 11%) and Hunan Silver (down over 6%) [9][10] - The semiconductor sector showed strong performance, with companies like Huicheng Co. rising over 14% and Zhongwei Company rising over 11% [10] Capital Flow - Main capital inflows were observed in the electronics, machinery, and communication sectors, while there were outflows from banking, non-bank financials, and non-ferrous metals [12] - Notable net inflows included Heertai (9.78 billion yuan), Hengtong Optic-Electric (9.57 billion yuan), and Chuanrun Co. (9.29 billion yuan) [12] - Significant net outflows were seen in Oriental Fortune (50.27 billion yuan), CITIC Securities (23.74 billion yuan), and Shenghong Technology (20.31 billion yuan) [12] Investment Insights - According to CITIC Securities, the market structure has changed following recent high-level adjustments, with a shift from overseas computing power chains to domestic computing power directions [13] - The focus is on the expansion of mature process capacity and the layout of super-node computing power, alongside downstream applications [13] - The sectors of domestic computing power, robotics, semiconductors, storage, and downstream AI applications are expected to perform continuously, driving market fluctuations [14] - Everbright Securities noted that increased incremental capital and expectations of liquidity easing could enhance risk appetite, allowing for rotation operations [15]