全市场超3500只个股上涨。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | my | 3862.53c | 34.43 | 0.90% | | 399001 | 深证成指 | my | 13479.43c | 270.43 | 2.05% | | 399006 | 创业板指 | my | 3238.01c | 86.48 | 2.74% | 主力资金全天净流入证券、消费电子、能源金属等板块，净流出医药生物、装修装饰等板块。 具体到个股来看，领益智造、东方财富、中信证券获净流入34.31亿元、29.93亿元、17.01亿元。 盘面上，能源金属、券商板块大涨，贵金属、固态电池、盐湖提锂板块表现活跃；教育板块领跌，黑色家电、互联网电商板块表现低 迷。 具体来看，固态电池概念股表现活跃，天赐材料、湘潭电化、万润新能等9股封板。 券商股集体爆发，广发证券、华泰证券、国盛金控涨停。 沪深两市成交额2.16万亿，较上一个交易日放量146亿。全市场超3500只个股上涨。 【资金流向】 9月29 ...

博星证券研究所所长邢星表示，过往数据与市场环境向好，持股过节或迎红包行情。深圳前海融悦资产 管理有限公司基金经理王章亮表示，节后看涨，可以考虑适当持股过节。国诚投顾相健也建议，结构性 持仓过节。 ...

多数券商都对节后市场较为乐观，并积极建议"持股过节"。机构认为，节前部分资金情绪或趋于谨慎， 但支撑本轮行情上涨的底层逻辑并未改变。经历9月以来一段时间的震荡、消化后，10月市场中枢有望 再上台阶。 经济观察网A股市场距离中秋国庆长假休市仅剩2个交易日。每逢长假临近，"持币还是持股"都会成为 投资者的重要话题。长假期间A股休市时间较长，而海外市场正常交易。持股或需承担海外"黑天鹅"事 件带来的风险，而持币者又担心踏空节后的"红包行情"。 ...

消息面上，市场等待9月美国非农数据。10月3日，美国劳工部将公布美国9月非农就业数据和失业率，这将成为 投资者研判美国就业市场健康状况的重要指标，并进一步影响投资者对美联储降息的预期。 港股科技50ETF（159750）早盘再获资金加码，行情数据显示，盘中获资金净申购超1600万元。近10个交易日获 资金合计净申购超3.3亿元。 | 1.204 0.000 0.00% | | | 100%LLKSSFIL 1 50750 ヘ | | --- | --- | --- | --- | | SZSE CNY 10:10:00 交易中 | | | T+0 融 △ + | | 净值走势 | | | 实时申购赎回信息申购 赎回 | | 委比 | 73.26% 委差 100014 | | d 0 筆数 | | 卖五 | 1.208 | 35万 | 0 金额 0 | | 卖四 | 1.207 | 7万 | 1400万 0 份额 | | 卖三 | 1.206 | 26万 | 申赎清单 | | 卖二 | 1.205 | 110万 | | | 卖一 | 1.204 | 42万 | 最小申赎单位份额 1,000,000 | | ポー ...

Group 1 - The Hong Kong Stock Connect Technology ETF (159101) has seen a net inflow of 464 million yuan over the past 10 trading days, indicating strong investor interest [1] - Major holdings in the ETF, such as SenseTime, Kuaishou, UBTECH, Kingdee International, and Alibaba, have shown significant price increases [1] - Historical patterns suggest a "pre-holiday defense - mid-holiday rally - post-holiday switch" effect in the Hong Kong market, with a focus on domestic consumption data and fourth-quarter policy strength [1][2] Group 2 - The ETF closely tracks the CSI Hong Kong Stock Connect Technology Index, selecting 30 large-cap, high R&D investment technology leaders, with the top ten stocks accounting for over 75% of the weight [2] - Recommended sectors include technology growth (hardware, internet, and pharmaceuticals), consumer goods benefiting from improved cash flow and turnover, and Hong Kong financial stocks [2]

Group 1 - The A-share market experienced a collective decline on September 26, with the Shanghai Composite Index down 0.65%, the Shenzhen Component down 1.76%, and the ChiNext Index down 2.6% [1] - The A500 ETF (512050), which tracks the CSI A500 Index, saw a slight pullback of 1.03% with a trading volume exceeding 5.4 billion yuan, ranking first among similar products [1] - The A500 ETF has seen a net inflow of funds for three consecutive trading days, accumulating 1.332 billion yuan in the past five days [1] Group 2 - The National Bureau of Statistics reported that from January to August, the total profit of industrial enterprises above designated size reached 46,929.7 billion yuan, a year-on-year increase of 0.9%, reversing the profit decline trend since May [1] - The profit growth in the equipment manufacturing industry was 7.2%, contributing to the recovery of industrial profits [1] - As the National Day holiday approaches, investors are considering whether to hold stocks, with CITIC Securities suggesting that pre-holiday liquidity often contracts due to emotional factors, but typically, the market experiences a "post-holiday rally" [1] Group 3 - The new generation core broad-based A500 ETF (512050) helps investors easily allocate to core A-share assets, covering all 35 sub-industries with a strategy that combines industry balance and leading company selection [2] - The A500 ETF is overweight in new productivity sectors such as AI, pharmaceuticals, and renewable energy compared to the CSI 300 Index, providing a natural "dumbbell" investment characteristic [2]

近期市场关注点主要集中在国内政策和产业结构性景气，对中美关系关注度有所不足，该行认为9月以 来中美关系存在阶段性改善的迹象，或在四季度逐步被市场定价。近期以中美贸易磋商马德里会议结 束、达成解决TikTok问题基本框架和中美元首今年第三次通话为代表，目前中美关系呈现高频沟通与重 视实质进展的特点，预计四季度的APEC多边会议和第五轮中美磋商会议将为明年中美元首互访做铺 垫。若中美对抗降温，AH资产有望在情绪修复、资金回流、盈利改善三重逻辑下提振。 近期市场资金在算力板块集中交易后，逐步向其他低位景气成长赛道切换，市场整体情绪保持稳健，流 动性条件尚未出现明显收紧，尚不构成全面利空信号，中期市场或仍延续慢牛格局。具备结构性景气的 新赛道仍将成为投资的核心胜负手。 重点关注催化事件较集中的景气板块：半导体、新能源、人形机器人、创新药、有色等。 智通财经APP获悉，中信建投发布研报称，国庆假期前往往出现流动性收缩特征，但这种冷清多为 "情 绪性缩量"。同时国庆一般呈现"节后开门红"的特征，牛市中节后涨幅通常维持更持久，并且往往呈现 出长假与利多事件催化同时发生的典型市场特点，持股过节性价比较高。近期市场关注点主要集 ...

智通财经记者 | 龙力 "本来打算满仓过节的，但是这几天市场的波动有点大，所以又有些动摇了。"资深投资者郑先生对智通财经表示。 十一小长假将至，"持股还是持币过节"成为摆在许多投资者面前一道艰难的选择题。 作为A股市场上最重要的参与者之一，私募们将维持怎样的仓位来过节？ "不做仓位调整，接近满仓过国庆小长假。"华辉创富投资总经理袁华明对智通财经表示。 "节前仓位可能依旧保持5-7成"，小禹投资基金经理黎仕禹对智通财经谈到，"当前市场处于震荡行情，倘若仓位过轻可能会出现踏空行情的情况；而仓位过 重可能在市场杀跌回调时候比较'受伤'，所以'半仓做滚动，适当进行高抛低吸'可能是当前阶段比较合适的策略。" 维持较高仓位过节是很多私募的共识。 智通财经统计了过去十年（即2015年至2024年）万得全A指数在十一假期之后不同时间段内的表现情况。 数据显示，过去十年间，万得全A指数节后1日、5日、20日上涨概率均为70%，节后10日上涨概率为80%，但是不同年份节后各个时间段内的涨跌情况并不 完全一致。以2024年为例，万得全A指数节后首日大涨7.14%，节后5日反而下跌1.57%，节后10日和节后20日分别上涨0.06% ...

Core Viewpoint - Investors face a dilemma between holding stocks or cash as the National Day holiday approaches, with anxiety over missing out and fear of declines intertwining, making decision-making more challenging [1][2] Market Sentiment and Strategy - Historical trends indicate that before long holidays, there is a tendency for funds to reduce positions to avoid uncertainty, leading to potential index pressure [2] - If no major risk events occur during the holiday, funds may flow back into the market, boosting risk appetite and indices post-holiday [2] - Analysts suggest that active investors should consider holding stocks during the holiday, while conservative investors may focus on high-dividend or domestic consumption sectors to mitigate volatility [2][4] Liquidity and Market Dynamics - Current market uptrend is supported by liquidity and policy backing, with trading activity remaining high, particularly in financing transactions [3][4] - Analysts believe that the A-share market's upward trend is likely to continue, with a focus on sectors driven by liquidity such as AI, chips, and robotics for active investors [3] Investment Strategies - A "long-term base + short-term flexibility" investment model is gaining attention, aiming to balance steady long-term returns with short-term risk control [5] - Investors are encouraged to adopt a barbell strategy, combining low-valuation, high-cash-flow defensive assets with high-growth potential sectors [6] Economic Factors and Market Outlook - The recovery of the domestic economy is crucial for market performance, with external factors like U.S. monetary policy and geopolitical issues having indirect impacts [7][8] - The recent 25 basis point rate cut by the Federal Reserve may influence capital flows and affect A-share market dynamics, particularly in foreign-invested sectors [7] Risk Management - To address uncertainties, investors are advised to implement multi-layered hedging strategies and consider defensive assets like gold and high-dividend stocks [8] - Emphasis is placed on constructing portfolios centered around high-quality companies with strong competitive advantages and healthy financials to enhance resilience against market fluctuations [8]

节前最后两次直播，连续给同学们的四字箴言就是"持股过节"，今天我们果然还是应验了。 指数难得的普涨， 3390 只个股飘红，平均股价上涨 0.76% ，美中不足的是量能还是保持 在 1.14 亿，基本板块的运行按照昨天和同学们分享的逻辑去走。 对于市场，对于上证指数处在面向3600的主涨段的技术判断不变，就不赘述了。 我们聚焦一下市场上最重要的几个事儿。 一方面是美国法院判定川普的关税政策不合法 。这个事之前的文章解读的比较透彻，在这就 不多说了。 光靠法院，是拦不住川普的，但是这个事儿透露的背后的意义很大。 6 月第一个交易日，市场补发了端午节红包。 简单来说，反对川普的力量第一次出现了集结。 开始的时候，川普头上顶着暗杀不死的"天选之子"光环，选举大胜，民主党想搞事，都很 难。直到现在，关税政策动摇到各行各业的民生问题，这就给反对川普的力量集结的机会。 这次法院的判决，就是第一次集结号。 另一方面，川普自己也有点坐不住了 。从外媒的消息来看，老美已经要求各国在 6 月 4 日 之前提出最佳贸易方案。距离对等关税 90 天暂停期只有五周了，到现在为止只和英国签了一 个框架协议，这显然是川普不能接受的。 最关 ...