Group 1 - The A-share market is expected to open with a focus on the performance of global markets during the holiday, with significant movements in major indices and commodities [2][3][30] - The S&P 500, Dow Jones, and Nasdaq saw increases of 0.4%, while the Nikkei 225 rose by 6.7%, indicating strong performance in Asian markets [3] - Gold prices reached a milestone, surpassing $4000 per ounce, reflecting a significant increase of over 50% this year due to geopolitical tensions and central bank purchases [10][11] Group 2 - China's gold reserves increased to 7406 million ounces by the end of September, marking the 11th consecutive month of accumulation [12][13] - The U.S. government shutdown has raised concerns about market stability, prompting investors to seek safe-haven assets like gold [11][14] - The recent political developments in Japan, including the election of the first female Prime Minister, may influence market sentiment and investment strategies [15] Group 3 - Analysts suggest that resource security, corporate overseas expansion, and technological competition remain key structural themes for investment [20][21] - The market is expected to maintain a bullish trend in October, driven by continued inflows of capital and positive earnings reports [22][29] - The focus on AI and resource sectors is anticipated to grow, with significant interest in precious metals and energy resources [20][25] Group 4 - The upcoming "14th Five-Year Plan" is expected to shape market expectations and investment strategies, particularly in technology and sustainable sectors [22][28] - The potential for a rebound in corporate earnings during the third quarter is likely to bolster market confidence [22][29] - The emphasis on "anti-involution" policies may create opportunities in related sectors, enhancing market dynamics [28]
长假,见证历史!A股开盘怎么走?
中国基金报·2025-10-08 14:23