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A股,冲刺!
中国基金报·2025-10-27 05:01

Market Overview - The A-share market opened positively on October 27, with major indices closing in the green: Shanghai Composite Index up 1.04%, Shenzhen Component Index up 1.26%, and ChiNext Index up 1.54%, approaching the 4000-point mark [2][3] - The total market turnover reached 1.58 trillion yuan, showing a significant increase compared to the previous day, with over 3700 stocks rising [3] Sector Performance - Key sectors that performed well included telecommunications, steel, non-ferrous metals, and electronics, with notable gains in controlled nuclear fusion, Fujian local stocks, and storage chips [3][4] - The CPO concept stocks remained active, with Fujian local stocks collectively rising, including Haixia Innovation hitting the daily limit with a 20% increase [9][10] Hong Kong Market - The Hong Kong market also saw gains, with the Hang Seng Index up 1.02%, the Hang Seng Tech Index up 1.48%, and the Hang Seng China Enterprises Index up 0.95%. Baidu Group led the tech index with a rise of over 5% [5][6] Specific Stock Highlights - In the non-ferrous metals sector, stocks like Antai Technology and Xiamen Tungsten both hit the daily limit with a 10% increase [15] - The rare earth sector remained active, with Northern Rare Earth and China Rare Earth showing significant gains [16] - The steel sector also saw strong performance, with stocks like Anyang Steel and Changbao Co. hitting the daily limit [19] Policy and Economic Outlook - Recent signals of easing tensions in US-China relations and the release of the "14th Five-Year Plan" are expected to enhance market risk appetite and provide a clear growth path for A-shares through technological breakthroughs and industrial upgrades [7] - The upcoming Financial Street Forum is anticipated to unveil a series of financial policies and projects, generating market expectations for a "policy package" [7]