早盘直击｜今日行情关注

Core Viewpoint - The A-share market is currently experiencing a period of consolidation, with the main board showing sideways movement while the ChiNext and tech indices continue to trend upwards, driven by demand for AI and computing power [1] Group 1: Market Performance - The main board's Shanghai Composite Index has entered a consolidation phase, while the ChiNext Index and the STAR 50 Index are on an upward trend [1] - A-shares experienced a brief correction in September, but this was not a one-sided decline; the Shanghai Composite Index remained stable while the ChiNext Index continued to rise [1] Group 2: Future Outlook - The market is expected to see a reallocation of focus among sectors, which is a normal phenomenon during the upward trend and will not affect the mid-term outlook [2] - The Shanghai Composite Index has surpassed its previous high of 3731 points from 2021, indicating potential for other lagging indices like the CSI 300 and ChiNext to catch up [2] Group 3: Sector Highlights - In September, the technology sector may experience some differentiation, with opportunities for low-performing sectors such as robotics, new energy, and military industries to rebound [2] - Traditional industries like finance and consumer sectors, which have previously lagged, also present opportunities for recovery [2]