牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天A股震荡下跌，创业板指数更是跳水跌超2%。按照惯例，一起找找原因。 A股下跌，创业板跌超2% 半导体板块出现分歧，华虹公司大涨创新高，但立昂微跌停。 9月26日，市场全天震荡调整，创业板指午后跌超2%。截至收盘， 沪指跌0.65%，深成指跌 1.76%，创业板指跌2.6%。 | 内地股票 它 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3828.11 | 13209.00 | 1528.98 | | -25.20 - -0.65% - -236.90 - -1.76% - -28.24 - -1.81% | | | | 科创50 | 创业板指 | 万得全A | | 1450.82 | 3151.53 | 6224.91 | | -23.66 - -1.60% - -84.23 - -2.60% - -75.74 - -1.20% | | | | 沪深300 | 中证500 | 中证A500 | ...

Market Overview - The A-share market experienced a decline, with the ChiNext index dropping over 2% on September 26. The Shanghai Composite Index fell by 0.65%, the Shenzhen Component Index decreased by 1.76%, and the ChiNext index closed down by 2.6% [2][3]. Market Statistics - The total number of stocks that rose was 1,805, while 3,414 stocks fell. There were 58 stocks that hit the daily limit up, and 24 stocks hit the daily limit down. The total trading volume reached 21,661.07 billion [4]. Sector Performance - The consumer electronics sector saw significant declines, with major stocks like Xiaomi experiencing a drop following the release of its 17 series smartphones [12]. - The gaming and AI application sectors also faced downturns, with stocks like Gigabit Technology hitting the daily limit down [6]. - The semiconductor sector showed divergence, with companies like Huahong Semiconductor reaching new highs, while companies like Lianang Microelectronics faced significant declines [7][8]. External Influences - The market's weak performance may be attributed to several factors, including the upcoming National Day and Mid-Autumn Festival holidays, which typically lead to a cautious approach from investors [10]. - Fund managers may be adjusting their portfolios as the third quarter comes to a close, contributing to market volatility [11]. - Recent announcements regarding new tariffs on pharmaceuticals, heavy trucks, and furniture by former President Trump have added to market uncertainty [14].

【导读】今天股市下跌的原因 中国基金报记者 泰勒 大家好，今天A股震荡下跌，创业板指数更是跳水跌超2%。按照惯例，一起找找原因。 A股下跌，创业板跌超2% 9月26日，市场全天震荡调整，创业板指午后跌超2%。截至收盘， 沪指跌0.65%，深成指跌1.76%，创业板指跌2.6%。 | 门心仪示 L | | | --- | --- | | 资金净流入 | 涨跌分布 | | 上证指数 深证成指 | 北证50 | | 3828.11 13209.00 -25.20 - -0.65% -236.90 - -1.76% -28.24 -1.81% | 1528.98 | | 科创50 创业板指 | 万得全A | | 1450.82 3151.53 -23.66 - - 1.60% - - 84.23 - - 2.60% - - 75.74 - - 1.20% | 6224.91 | | 沪深300 中证500 | 中证A500 | | 4550.05 7240.91 -43.44 - -0.95% - - 100.41 - - 1.37% - 63.41 - - 1.14% | 5497.73 | | 中证1000 深证 ...

Core Viewpoint - Shares in Europe's largest pharmaceutical companies experienced a decline in early trading due to the announcement of new tariffs by U.S. President Donald Trump, which includes a 100% duty on branded drugs [1] Group 1 - The announcement of tariffs has led to a negative market reaction for European pharmaceutical companies [1] - The specific impact of the 100% duties on branded drugs raises concerns about profitability and market access for these companies [1]

Core Viewpoint - The announcement of a new round of tariffs by President Trump has stirred global markets, leading to increased risk aversion among investors and significant declines in Asian stock indices [1][4]. Group 1: Tariff Details - Starting October 1, the U.S. will impose a 50% tariff on kitchen cabinets, bathroom sinks, and related building materials, a 30% tariff on imported furniture, and a 100% tariff on patented and branded pharmaceuticals [1]. - Additionally, a 25% tariff will be applied to all imported heavy trucks [1]. Group 2: Market Reactions - Major Asian stock indices fell sharply, with Japan's Nikkei 225 down approximately 0.6% to 45,478 points, and South Korea's Kospi dropping 2.5% to 3,384.58 points, marking its third consecutive day of decline [2][4]. - Japanese pharmaceutical stocks experienced significant declines, with Sumitomo Pharma down 5.2% and Chugai Pharmaceutical down 3.9% [2][6]. Group 3: U.S. Market Context - U.S. stock markets have seen three consecutive days of decline, primarily due to stronger-than-expected economic data, which has raised doubts about the Federal Reserve's future rate cuts [5][7]. - The recent economic performance has led to skepticism regarding the continuation of rate cuts, which have been a significant driver of U.S. stock market gains this year [5]. Group 4: Oil Market Dynamics - Despite the overall market downturn, oil prices have risen, with Brent crude futures reaching $69.67 per barrel and West Texas Intermediate crude up 0.3% to $64.59 per barrel [10][13]. - The increase in oil prices is attributed to geopolitical tensions and an unexpected decline in U.S. crude oil inventories, pushing benchmark prices to their highest levels since August 1 [13].

Group 1 - Japan's Chief Trade Negotiator Akizawa Ryo is closely monitoring the developments regarding US tariffs [1] - Japan is assessing the impact of these tariffs and will respond appropriately [1]

华尔街日报：特朗普政府正在考虑一项新计划，目标是让芯片公司在美国生产的半导体数量与其客户从海外生产商进口的数量相同，如果公司不能长期保持1:1的比例，就必须缴纳关税。知情人士透露，根据新制度，苹果等企业必须追踪所有芯片的产地，并与芯片制造商合作，逐步匹配美国和海外产品的数量。 ...

Core Points - The USD/CHF exchange rate opened at 0.7995 and showed a slight decline of 0.03% to 0.7994 as of the report, with a high of 0.8007 and a low of 0.7989 [1] - The Swiss National Bank (SNB) Governor indicated that the threshold for entering negative interest rates is higher than normal rate cuts, but the SNB is prepared to use all available tools if necessary [1] - High tariffs in Switzerland pose challenges for businesses, yet a significant portion of the Swiss economy remains unaffected by these tariffs [1] - Only about 4% of Swiss exports are directly impacted by U.S. tariffs, suggesting limited overall economic impact [1] - The current monetary policy in Switzerland is expansionary, and even with negative interest rates, monetary policy remains effective according to board member Tschudin [1] - The 50-day SMA (0.7972) and 100-day SMA (0.7968) form a mid-term resistance zone for the USD/CHF exchange rate, which is currently about 0.19 points away from this area [1] - The 200-day SMA (0.7850) serves as a long-term support level, with no signs of a weakening trend observed [1]

特朗普：从2025年10月1日起，美国将对任何品牌或专利的医药产品征收100%的关税，除非这些公司正在美国建立他们的制药工厂。外汇交易员 (@myfxtrader):特朗普宣布，自10月1日起对进口重型卡车征收25%的关税。 ...

特朗普宣布，自10月1日起对进口重型卡车征收25%的关税。 ...