格隆汇10月28日｜A股开盘，三大指数集体低开，沪指低开0.25%，深证成指低开0.58%，创业板指低开 0.9%。盘面上，现货黄金跌破4000美元关口，黄金股普跌；煤炭、半导体等板块低开。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Market Performance - The three major A-share indices collectively rose today, with the Shanghai Composite Index closing at 3996.94 points, an increase of 1.18%, and a trading volume of 10,434.04 billion yuan [1] - The Shenzhen Component Index closed at 13,489.40 points, up by 1.51%, with a trading volume of 12,967.27 billion yuan [1] - The ChiNext Index ended at 3,234.46 points, rising by 1.98%, with a trading volume of 6,117.19 billion yuan [1] Sector Performance - The small metals, electronic chemicals, and components sectors showed the highest gains [1] - Conversely, the wind power equipment, gaming, and cultural media sectors experienced the largest declines [1]

从个股表现来看，27日上涨股中，跨境通以4.07%的涨幅领涨山西板块。此外，涨幅在第二至第五序列 个股为东杰智能、太钢不锈、北方铜业和安泰集团，较前一交易日分别上涨3.19%、2.72%、2.52%和 2.44%。 下跌个股中，狮头股份为27日领跌股，较前一交易日下跌3.93%。另外，跌幅在1.5%以上的个股还有科 新发展、锦波生物、晋控煤业、派林生物和科达自控，跌幅分别为2.99%、2.15%、2.01%、1.71%和 1.67%。 文 | 张阳阳 10月27日，A股三大指数集体上涨，其中创业板指以1.98%的涨幅领涨；深证成指紧随其后，上涨 1.51%；上证指数较前一交易日上涨1.18%。 从地域来看，山西板块27日整体表现温和上涨，指数整体上涨0.13%，收盘价3224.08点，成交量145.99 亿元，振幅1.03%，显示板块运行平稳，无显著波动。 值得注意的是，27日山西板块内能源股表现整体一般，如晋控煤业、永泰能源、美锦能源等均为下跌态 势，投资者需持续关注煤炭、能源领域相关行业政策，以规避风险。 ...

美国劳工统计局最新公布的数据显示，美国9月CPI同比上涨3.0%，略高于前值的2.9%，但低于市场预期的3.1%。 更关键的核心CPI环比上涨0.2%，连续第 三个月回落。 这些数据意味着美国通货膨胀问题有所缓解，为美联储降息腾出了空间。 根据CME"美联储观察"工具，市场预期美联储10月降息25个基点的概率高达 99%。 美国9月经济数据成为市场判断降息概率的关键依据。 能源价格实现短期上涨，住房成本和核心物价等多方面数据显示美国通货膨胀继续缓解。 这一通胀放缓趋势为美联储降息提供了首要条件。 美元指数短期呈现下行趋势，美债收益率也同步走低。 美元与美债收益率的同步下行，形成了倒逼美联储打开降息空间的压力。 这种市场环境为降息创造了第二个信号。 就业市场数据提供了第三个关键信号。 尽管美国失业人数在减少，但失业率依旧处于高位。 为降低失业率，美联储需要通过降息释放资金流动性来刺激经 济。 美联储降息对万里之外的A股市场影响，主要通过三个核心路径进行传导。 这三方面因素共同作用，形成了降息概率高达99%的判断基础。 美联储理事米兰公开表示，美联储应该降息50个基点，但预计实际将降息25个基点。 这种观点在美联 ...

Core Points - The Shanghai Composite Index rose by 0.22% as of 10:28 AM, with a trading volume of 593.20 billion shares and a transaction value of 927.6 billion yuan, an increase of 11.89% compared to the previous trading day [1] Industry Performance - The electronics sector led the gains with a rise of 3.06%, followed by defense and military industry at 2.41%, and communication at 1.90% [1] - The sectors with the largest declines included oil and petrochemicals at -1.36%, coal at -1.31%, and transportation at -1.11% [2] Detailed Industry Data - **Electronics**: - Change: +3.06% - Transaction Value: 195.65 billion yuan - Change from Previous Day: +46.12% - Leading Stock: N Chao Ying with a rise of 394.44% [1] - **Defense and Military**: - Change: +2.41% - Transaction Value: 37.54 billion yuan - Change from Previous Day: +66.07% - Leading Stock: Tongyi Aerospace with a rise of 25.34% [1] - **Communication**: - Change: +1.90% - Transaction Value: 49.76 billion yuan - Change from Previous Day: +5.54% - Leading Stock: Kunheng Shunwei with a rise of 8.06% [1] - **Oil and Petrochemicals**: - Change: -1.36% - Transaction Value: 8.61 billion yuan - Change from Previous Day: -19.59% - Leading Stock: Zhun Oil with a decline of 6.95% [2] - **Coal**: - Change: -1.31% - Transaction Value: 12.22 billion yuan - Change from Previous Day: -8.20% - Leading Stock: Antai Group with a decline of 9.72% [2] - **Transportation**: - Change: -1.11% - Transaction Value: 15.02 billion yuan - Change from Previous Day: +19.28% - Leading Stock: Qin Port with a decline of 6.14% [2]

Core Viewpoint - The A-share market experienced a collective rise in the three major indices, indicating positive market sentiment and investor confidence [1]. Market Performance - The Shanghai Composite Index closed at 3916.33 points, up by 1.36%, with a trading volume of 837.94 billion yuan - The Shenzhen Component Index closed at 13077.32 points, up by 2.06%, with a trading volume of 1035.96 billion yuan - The ChiNext Index closed at 3083.72 points, up by 3.02%, with a trading volume of 475.63 billion yuan [1]. Sector Performance - The leading sectors in terms of growth included: - Engineering Machinery: increased by 4.10%, with a total trading volume of 930.95 million hands and a total transaction amount of 12.02 billion yuan - Components: increased by 3.52%, with a total trading volume of 1240.65 million hands and a total transaction amount of 58.19 billion yuan - Rubber Products: increased by 3.39%, with a total trading volume of 164.52 million hands and a total transaction amount of 2.75 billion yuan [2]. - Sectors that experienced declines included: - Coal Mining and Processing: decreased by 0.75%, with a total trading volume of 3120.11 million hands and a total transaction amount of 22.58 billion yuan - Gas: decreased by 0.42%, with a total trading volume of 1527.52 million hands and a total transaction amount of 10.63 billion yuan [2].

Core Points - A-shares experienced a collective rise with the three major indices opening high and maintaining an upward trend throughout the day [1] - The Shanghai Composite Index returned to the 3900-point level, closing at 3916.33 points, marking a 1.36% increase [1] - The Shenzhen Component Index and the ChiNext Index also saw significant gains, closing at 13077.32 points (up 2.06%) and 3083.72 points (up 3.02%) respectively [1] Market Performance - Sectors such as shale gas, cultivated diamonds, and oil and gas services led the gains, while coal, gas, and precious metals sectors showed declines [1] - A total of 4628 stocks in the A-share market closed in the green, with 92 stocks hitting the daily limit up, while 729 stocks closed in the red, including 5 stocks hitting the daily limit down [1] - The trading volume was substantial, with the Shanghai Stock Exchange recording a turnover of 8379.38 billion yuan and the Shenzhen Stock Exchange 10359.56 billion yuan, totaling approximately 1.87 trillion yuan [1]

Core Viewpoint - The A-share market experienced a decline today, with the Shanghai Composite Index dropping by 1.39% and trading volume decreasing by 4.76% compared to the previous trading day [1] Industry Performance Summary - **Coal**: Slight increase of 0.12% with a transaction amount of 165.48 billion yuan, led by Antai Group which rose by 10.00% [1] - **Banking**: Minor decrease of 0.04% with a transaction amount of 302.99 billion yuan, led by Shanghai Bank which fell by 0.83% [1] - **Steel**: Decrease of 0.09% with a transaction amount of 133.07 billion yuan, led by Wujin Stainless Steel which dropped by 7.73% [1] - **Transportation**: Decrease of 0.11% with a transaction amount of 258.60 billion yuan, led by Pulutong which fell by 3.36% [1] - **Textiles and Apparel**: Decrease of 0.25% with a transaction amount of 119.79 billion yuan, led by Yingfeng Shares which dropped by 9.99% [1] - **Oil and Petrochemicals**: Decrease of 0.29% with a transaction amount of 83.04 billion yuan, led by Compton which fell by 3.19% [1] - **Agriculture, Forestry, Animal Husbandry, and Fishery**: Decrease of 0.45% with a transaction amount of 139.82 billion yuan, led by Aonong Biological which dropped by 4.66% [1] - **Real Estate**: Decrease of 0.52% with a transaction amount of 213.60 billion yuan, led by Wolong New Energy which fell by 7.80% [1] - **Utilities**: Decrease of 0.52% with a transaction amount of 302.04 billion yuan, led by *ST Lingda which dropped by 13.20% [1] - **Construction and Decoration**: Decrease of 0.75% with a transaction amount of 278.81 billion yuan, led by Kexin Development which fell by 8.15% [1] - **Home Appliances**: Decrease of 0.79% with a transaction amount of 217.37 billion yuan, led by Greer which dropped by 6.72% [1] - **Food and Beverage**: Decrease of 0.86% with a transaction amount of 194.67 billion yuan, led by Huaiqi Mountain which fell by 6.44% [1] - **Environmental Protection**: Decrease of 0.92% with a transaction amount of 140.79 billion yuan, led by Science which dropped by 6.68% [1] - **Retail**: Decrease of 0.97% with a transaction amount of 173.43 billion yuan, led by Ruoyu Chen which fell by 9.98% [1] - **Social Services**: Decrease of 1.07% with a transaction amount of 89.87 billion yuan, led by Chuangye Heima which dropped by 5.28% [1] - **Light Industry Manufacturing**: Decrease of 1.12% with a transaction amount of 135.66 billion yuan, led by Songyang Resources which fell by 10.02% [1] - **Pharmaceuticals and Biology**: Decrease of 1.16% with a transaction amount of 845.22 billion yuan, led by Warner Pharmaceuticals which dropped by 7.67% [1] - **Basic Chemicals**: Decrease of 1.21% with a transaction amount of 618.91 billion yuan, led by Xinong Shares which fell by 8.88% [1] - **Non-ferrous Metals**: Decrease of 1.24% with a transaction amount of 1149.11 billion yuan, led by Galaxy Magnetics which dropped by 7.14% [1] - **Telecommunications**: Decrease of 1.28% with a transaction amount of 806.90 billion yuan, led by Shijia Photon which fell by 17.59% [1] - **Non-bank Financials**: Decrease of 1.39% with a transaction amount of 491.74 billion yuan, led by Hainan Huatie which dropped by 6.17% [1] - **Building Materials**: Decrease of 1.66% with a transaction amount of 94.02 billion yuan, led by Yaopi Glass which fell by 7.82% [1] - **Media**: Decrease of 1.68% with a transaction amount of 263.96 billion yuan, led by Vision China which dropped by 9.93% [1] - **Beauty and Personal Care**: Decrease of 1.76% with a transaction amount of 33.94 billion yuan, led by Baiya Shares which fell by 4.98% [1] - **Computers**: Decrease of 2.38% with a transaction amount of 1005.18 billion yuan, led by Kaipu Cloud which dropped by 11.94% [1] - **Comprehensive**: Decrease of 2.42% with a transaction amount of 27.84 billion yuan, led by Dongyangguang which fell by 4.70% [1] - **Defense and Military Industry**: Decrease of 2.55% with a transaction amount of 387.73 billion yuan, led by Hangyu Technology which dropped by 8.38% [1] - **Machinery and Equipment**: Decrease of 2.68% with a transaction amount of 940.87 billion yuan, led by Yingweike which fell by 10.00% [1] - **Automobiles**: Decrease of 2.69% with a transaction amount of 775.95 billion yuan, led by Tianpu Shares which dropped by 10.00% [1] - **Electronics**: Decrease of 3.19% with a transaction amount of 2631.19 billion yuan, led by Nanya New Materials which fell by 16.26% [1] - **Electric Power Equipment**: Decrease of 3.79% with a transaction amount of 1881.52 billion yuan, led by Shenghong Shares which dropped by 11.80% [1]

Core Viewpoint - The A-share market continues to decline, with significant drops in various indices and sectors, indicating a bearish trend in the market [1]. Index Performance - The Shanghai Composite Index closed at 3885.87, down by 30.35 points or 0.78% [2]. - The ChiNext Index fell to 2972.59, decreasing by 64.85 points or 2.14% [2]. - The Shenzhen Component Index ended at 12854.52, down by 231.89 points or 1.77% [2]. - The Sci-Tech 50 Index dropped to 1374.81, a decline of 41.76 points or 2.95% [2]. - The CSI 300 Index closed at 4563.45, down by 54.97 points or 1.19% [2]. - The SSE 50 Index ended at 2998.40, decreasing by 20.80 points or 0.69% [2]. Sector Performance - Key sectors that experienced significant declines include electric grid equipment, semiconductor chips, photovoltaic and wind power, superhard materials, wireless charging, and military equipment restructuring [1]. - Nearly 3800 stocks in the Shanghai and Shenzhen markets saw declines [1].

Core Viewpoint - The A-share market experienced a pullback after an initial rise, with all three major indices briefly turning negative during the trading session. The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 141.7 billion yuan compared to the previous trading day, marking a return below 2 trillion yuan since September 10 [1]. Group 1: Market Performance - The market showed a mixed performance with the Shanghai Composite Index up by 0.1%, the Shenzhen Component down by 0.25%, and the ChiNext Index up by 0.38% at the close [3]. - Nearly 4,200 stocks in the market declined, indicating a broad-based sell-off despite some sector strengths [1]. Group 2: Sector Performance - The coal sector continued its strong performance, with major companies like Dayou Energy hitting the daily limit up, achieving a remarkable five days of gains out of four [1]. - The port and shipping sector was active, with multiple stocks, including Haitong Development, reaching the daily limit up [1]. - The pharmaceutical sector showed localized strength, with Guizhou Bailin and Luoxin Pharmaceutical both hitting the daily limit up [1]. - The banking sector collectively rose, with Agricultural Bank nearing its historical high during the session [1]. - In contrast, the controlled nuclear fusion concept stocks experienced a significant decline, with Hezhan Intelligent hitting the daily limit down [1]. - Other sectors that saw declines included precious metals, semiconductors, and wind power, indicating a sector rotation in the market [2].