Core Viewpoint - The A-share market is experiencing a strong upward trend, with the Shanghai Composite Index nearing the 4000-point mark, driven by positive sentiment from U.S.-China trade negotiations and domestic policy support [3][4]. Economic Performance - From January to September, profits of industrial enterprises above designated size increased by 3.2% year-on-year, marking the highest cumulative growth rate since August of the previous year, with a notable acceleration of 2.3 percentage points compared to the previous month [3]. - In September alone, industrial profits surged by 21.6% year-on-year, reflecting a 1.2 percentage point increase from August [3]. Market Dynamics - The trading volume in the A-share market has significantly increased, with daily turnover surpassing 1 trillion yuan, and total A-share trading volume reaching approximately 2.3 trillion yuan [3]. - Analysts suggest that the market's positive momentum is supported by expectations of continued policy easing and potential fiscal stimulus measures [4][5]. Investment Sentiment - The current market performance indicates strong investor confidence in future economic growth, with key factors such as a supportive policy environment and sustained foreign capital inflows being crucial for market stability [4]. - The stock market is expected to enter a new upward phase from November to December, with a shift towards low-valuation sectors potentially leading the market [5].
上证指数逼近4000点,业内这样说→
第一财经·2025-10-27 08:11