Market Overview - The Nikkei index experienced a decline of over 3%, becoming the largest drop among major indices in the Asia-Pacific region, with SoftBank falling by 5.8% and Sony and Hitachi dropping by 3.5% and 4% respectively [1] - The Hang Seng Index and A-shares also faced adjustments, with the Shanghai Composite Index down by 0.62% and the Shenzhen Component Index down by 2.54% [3][5] - The total trading volume in the Shanghai and Shenzhen markets reached 2.6 trillion yuan, an increase of 222.4 billion yuan compared to the previous trading day [3] Sector Performance - The market showed mixed performance with superhard materials stocks leading the gains, while the semiconductor sector faced significant declines, with companies like Wentai Technology hitting the daily limit down [6] - The banking sector saw a rise, with Chongqing Bank increasing by over 6%, while the insurance, coal, and port shipping sectors also performed well [6] Cryptocurrency Market - The U.S. stock index futures saw a broad decline, with the Nasdaq futures down nearly 1% and gold prices dropping sharply by over $40 [8] - The cryptocurrency market faced significant sell-offs, with Bitcoin and Ethereum dropping by over 3% and 5% respectively, leading to substantial losses across various altcoins [9][12] Investment Strategies - Institutions are focusing on three main investment lines in response to the recent market pullback: 1. Technology Sector: Emphasis on domestic alternatives in AI, semiconductor equipment, and related industries, with recommendations to buy if prices drop to certain technical levels [15][16] 2. Domestic Demand: Focus on sectors like food and beverage, pharmaceuticals, and internet services, with strategies to capitalize on market volatility [18][21] 3. Upstream Resources: Investment in commodities such as rare earths, copper, aluminum, and oil, with a belief that current external shocks present buying opportunities in the Chinese market [22]
亚太股市集体跳水,恒生科技指数跌超3%,虚拟货币20万人爆仓
21世纪经济报道·2025-10-14 08:11