牛市2.0

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A股连续第10个交易日成交破2万亿
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-26 08:08
Market Overview - The trading volume of the Shanghai and Shenzhen stock markets exceeded 2 trillion yuan for the 10th consecutive trading day, with a total volume of 2.71 trillion yuan on August 26, down by 462.1 billion yuan from the previous trading day [1][2] - The A-share market has seen significant trading days above 2 trillion yuan, with 18 days in 2024 and 12 days so far in 2025 [2] Index Performance - The Shanghai Composite Index closed at 3868.38, down by 15.18 points (-0.39%) [2] - The Shenzhen Component Index rose by 32.11 points (+0.26%) to 12473.17 [2] - The ChiNext Index fell by 20.86 points (-0.76%) to 2742.13 [2] Sector Performance - Consumer electronics showed strong performance, with stocks like Silan Microelectronics and Huasheng Tiancheng hitting the daily limit [3] - The low-altitude economy sector saw a surge, with Wan Feng Ao Wei briefly hitting the daily limit following a significant purchase order worth 3 billion yuan for eVTOL aircraft [5] Economic Insights - The high trading volume is attributed to a combination of policy support and market dynamics, with increased capital inflow from both domestic savings and foreign investments [8] - Recent macroeconomic conditions, including lower interest rates and a shift in savings towards capital markets, have enhanced the attractiveness of A-shares [8] - The market's upward trend is supported by a favorable policy environment and improved investor sentiment, indicating a potential bull market [10]
牛市2.0迫近,这个重要市场规律不要错过
3 6 Ke· 2025-08-21 11:35
A股市场的牛市气氛是越来越浓厚了。2025年8月18日,A股总市值历史上首次突破100万亿元。同日,上证指数也创下了近十年来新高。 如果把去年"9·24"行情看作牛市的第一波,则本轮正在演进的行情被越来越多的分析师视之为牛市的第二波。 而回顾中国股市过去30多年的历史里,有一条颠扑不破的规律一直"被验证"。这条规律就是: 当牛市行情启动,把握这个行情的"主赛道"会获得更丰厚、更具持久性的投资回报。 2018年末到2021年初的那轮牛市行情里,以贵州茅台为代表的"茅指数"(龙头股指数)成为行情的领头羊板块。数据统计显示,茅指数(WIND代码: 8841415,下图)在那段行情中最大上涨幅度超过410%,同期上证指数的最大涨幅为52.8%。两者的涨幅差了约七倍。 类似的,2015年行情里的"互联网+"板块,2003年到2004年行情的"五朵金花"板块(钢铁、汽车、煤炭、电力、银行),也体现出大幅超越指数的特 征。 所以,思考下一阶段行情的最受益板块,可能是当下场内、场外投资者最迫切的议题。 此外,考虑到2025年中国资本市场的一大变化是,市场上涌现出许多细分领域的强势ETF品种。比如号称"牛市旗手"的券商ETF( ...