“申”度解盘 | 长假期间市场总结与展望

Group 1 - The core viewpoint is that the A-share market has shown a strong performance before the National Day holiday, with major indices remaining above the 5-day moving average, and it is expected to continue this trend post-holiday, while noting that the range between 3750-3900 will primarily experience fluctuations, requiring attention to directional choices after the holiday [1][7]. - Key sectors expected to perform well include non-ferrous metals, solid-state batteries, and gold, indicating potential investment opportunities in these areas [1][7]. - Global stock indices have shown an upward trend, with the Hang Seng Index rising by 0.38%, the Hang Seng Tech Index by 1.30%, and the Japanese stock market leading with a 6.7% increase, reflecting a strong recovery in the Asia-Pacific market [6]. Group 2 - The price of COMEX gold has surpassed 4000, with an increase of over 3.45%, indicating a rise in safe-haven demand or inflation expectations, while non-ferrous metals also show strength, suggesting a rebound in global industrial demand [6]. - The solid-state battery industry may receive further positive momentum due to media coverage of its research advancements, which could benefit the entire supply chain [6]. - The U.S. government is facing a temporary shutdown due to disagreements over the budget, leading to increased market uncertainty, which may further elevate safe-haven demand [6].