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探底回升,算力、可控核聚变、煤炭等强势爆发,风电概念陷入调整
Ge Long Hui· 2025-10-27 11:28
Market Performance - The three major indices collectively rose, with the Shanghai Composite Index up by 1.04%, the Shenzhen Component Index up by 1.26%, and the ChiNext Index up by 1.54% [1] - Over 3,500 stocks in the two markets experienced gains, with a total trading volume of 1.565 trillion yuan [1] Sector Highlights - Computing hardware sector saw strong gains, with Dongtian Micro reaching a 20% limit up, and companies like Xinyi Sheng and Huilyu Ecology hitting historical highs [3] - Controlled nuclear fusion concept stocks were active, with Dongfang Tantalum hitting a historical high [3] - Local stocks in Fujian province surged, with Haixia Innovation reaching a 20% limit up and Pingtan Development achieving five consecutive trading limits [3] - The coal sector showed signs of recovery, with Zhengzhou Coal Electricity achieving three trading limits in six days [3] Sector Adjustments - Wind power equipment sector faced a decline, down by 1.59%, with companies like Haili Wind Power and Daosheng Tianhe experiencing significant drops [3] - Other sectors such as gaming, SenseTime concept, electronic sports, and horse racing concepts followed suit in the downward trend [3] Consumer Trends - Over 76 million consumers have purchased over 126 million units of 12 categories of home appliances through the old-for-new program this year [3] Commodity Prices - The London Metal Exchange's three-month copper futures reached a historical high of $11,035 per ton [3] - Ethereum surpassed $4,200, with an intraday increase of over 3% [3]
A股收评:三大指数齐涨,沪指剑指4000点续创十年新高,创业板指涨近2%,存储芯片、可控核聚变板块走高!超3300股上涨,成交2.36万亿放量3650亿
Ge Long Hui· 2025-10-27 07:22
Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index reaching a ten-year high, approaching 4000 points, closing at 3996.94, up 1.18% [1] - The Shenzhen Component Index increased by 1.51%, while the ChiNext Index rose by 1.98% [1] - Total market turnover was 2.36 trillion yuan, an increase of 365 billion yuan compared to the previous trading day, with over 3300 stocks rising [1] Index Summary - Shanghai Composite Index: 3996.94 (+46.63, +1.18%) [2] - Shenzhen Component Index: 13489.40 (+200.22, +1.51%) [2] - ChiNext Index: 3234.45 (+62.89, +1.98%) [2] - Total A-shares Index: 6395.73 (+75.32, +1.19%) [2] Sector Performance - The storage market experienced unprecedented price increases, with storage chips and semiconductor sectors surging, leading to stocks like Zhaoyi Innovation and Demingli hitting the daily limit [1] - The controlled nuclear fusion sector also saw gains, with stocks such as Antai Technology and Xiamen Tungsten hitting the daily limit [1] - The CPO concept remained active, with stocks like Jingwang Electronics hitting the daily limit [3] - The photolithography sector achieved breakthroughs, resulting in stocks like Wanrun Technology hitting the daily limit [3] - Sectors such as wind power equipment declined, with Haili Wind Power dropping over 8% [3] - The gaming and esports sectors weakened, with Youzu Network leading the decline [3]