亚太股市突然跳水，高盛：A股港股2027年底前潜在回报或达30%

Market Overview - The Asia-Pacific stock market experienced a sudden decline, with the A-share ChiNext index dropping nearly 2% and over 3,600 stocks falling in total [1] - The trading volume in the Shanghai and Shenzhen markets was below 2 trillion, indicating a market-wide adjustment [1] - The Japanese and South Korean stock markets also saw significant declines, with the Nikkei 225 index down over 1.7% and the KOSPI down more than 2% [1] Sector Performance - The Fujian sector showed resilience, with Pingtan Development achieving 10 consecutive trading limits and other stocks like Fujian Jinsen also hitting the limit [1] - The nuclear power sector was notably active, particularly the thorium molten salt reactor concept, with Lanstone Heavy Industry achieving 3 trading limits in 4 days [1] - Conversely, the innovative drug sector faced fluctuations, and precious metals stocks collectively declined [1] Hong Kong Market - The Hang Seng Technology Index fell over 1.3%, with significant drops in Chinese brokerage stocks [3] - Notable declines included Guotai Junan International, which saw a drop of nearly 17%, and other major companies like Alibaba and Xiaomi, which fell by approximately 2.4% and 2.5% respectively [3][4] Precious Metals and Cryptocurrency - Precious metals continued to decline, with Hong Kong's Lingbao Gold dropping over 7% and other companies like Luoyang Molybdenum and Zijin Mining falling over 6% [6] - In the cryptocurrency market, Bitcoin dropped over 2.5% in 24 hours, while Ethereum fell by 5.6%, leading to over 327,000 liquidations in the market [8][9] Economic Factors - The U.S. government shutdown has reached its 35th day, tying the record for the longest shutdown in U.S. history, which analysts believe is negatively impacting market sentiment [11] - Analysts from Goldman Sachs remain optimistic about the Chinese stock market, predicting a potential return of about 30% for A-shares and H-shares by the end of 2027, based on a 12% annual compound profit growth rate [11]