Group 1 - The core viewpoint of the article highlights the improvement in market confidence due to the clarity provided by the "15th Five-Year Plan" and signs of better external conditions, which have reduced uncertainty risks for investors [1] - The stock markets opened higher and closed with gains, showing significant trading volume, particularly in technology stocks, indicating a positive market sentiment [1] - The Shanghai Composite Index has entered a phase of upward challenge after a period of consolidation, with key support levels established above previous market highs from 2021 [1] Group 2 - The article emphasizes the importance of closely monitoring micro-level signals from the ongoing disclosure of third-quarter reports from listed companies, as there may be risks of underperformance [1] - The market has experienced fluctuations, with the Shenzhen Component Index not fully recovering losses from early October, indicating a mixed performance across different indices [1] - The recent upward movement in the Shanghai Composite Index, following a period of decline, suggests a potential for further market expansion despite encountering negative information [1]
早盘直击|今日行情关注
申万宏源证券上海北京西路营业部·2025-10-28 02:25