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A股早评:沪指高开0.19%,有色金属、存储芯片板块盘初活跃
Ge Long Hui· 2025-09-30 01:39
Core Viewpoint - The A-share market opened with all three major indices rising, indicating positive market sentiment and potential investment opportunities in specific sectors [1] Group 1: Market Performance - The Shanghai Composite Index opened up by 0.19%, the Shenzhen Component Index also rose by 0.19%, and the ChiNext Index increased by 0.04% [1] Group 2: Sector Highlights - The non-ferrous metals sector continued its upward trend, with Boqian New Materials achieving a two-day consecutive rise and Xiyue Co. increasing by over 9% [1] - The storage chip sector remained active, with Demingli and Jiangbolong both rising by over 7%, as Morgan Stanley predicts that the price increase cycle in the storage industry may extend into next year [1] - The computing power sector received policy support, leading to significant gains in some concept stocks, with Hengwei Technology hitting the daily limit and Yuntian Lifi rising nearly 4% [1] - The oil and gas extraction and service sector opened lower, with Zhun Oil and Tongyuan Petroleum both declining by nearly 3%, following an overnight drop of over 3% in international oil prices as investors await OPEC's latest production policy [1]