超4300只个股上涨

Market Overview - On October 15, the A-share market rebounded after hitting a low, with the Shanghai Composite Index rising by 1.22%, the Shenzhen Component Index increasing by 1.73%, and the ChiNext Index gaining 2.36% [3][4]. Sector Performance - Technology stocks showed significant recovery in the afternoon, with sectors such as robotics, consumer electronics, and IDC power concepts collectively gaining momentum. Pharmaceutical stocks rebounded across the board, while sectors like photovoltaics, insurance, and machinery remained active. Conversely, stocks related to photolithography machines, rare earths, and seed industries declined [3][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as pharmaceuticals and biotechnology, consumer electronics, and photovoltaic equipment, while there was a net outflow from semiconductor, non-ferrous metals, and aerospace sectors [7]. - Specific stocks that saw net inflows included Sanhua Intelligent Controls (16.11 billion), Sunshine Power (12.57 billion), and Luxshare Precision (10.18 billion) [8]. - Stocks that experienced net outflows included Wentai Technology (15.37 billion), Baosteel (15.05 billion), and Northern Rare Earth (14.90 billion) [9]. Institutional Insights - Galaxy Securities noted that the market is currently digesting emotional impacts, and a policy push is needed for a trend reversal [11]. - JuFeng Investment suggested that the index is in a fourth wave of adjustment, building momentum to break the 4000-point resistance level [12]. - Dongfang Securities commented on the rising tensions from overseas friction but deemed the overall risk manageable. They highlighted that the downward pressure on the U.S. economy may continue to push the Federal Reserve towards easing, which could improve global demand [13].