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银行股突发跳水
Zheng Quan Shi Bao· 2025-06-27 10:06
Market Overview - A-shares showed mixed performance on June 27, with the Shanghai Composite Index declining by 0.7% to 3424.23 points, while the Shenzhen Component Index rose by 0.34% to 10378.55 points and the ChiNext Index increased by 0.47% to 2124.34 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 157.59 billion yuan, a decrease of 47.6 billion yuan from the previous day [1] Sector Performance - The banking and insurance sectors dragged down the Shanghai Composite Index, with major banks like Qingdao Bank, Hangzhou Bank, and Chongqing Bank each falling over 4% [1][3] - The non-ferrous metals sector performed strongly, with stocks like Electric Alloy and Northern Copper reaching their daily limit [6] - The semiconductor sector saw gains, with Longxin Zhongke rising over 13% and Chip Original shares increasing by about 6% [1] - The CPO concept stocks were active, with companies like Lian Te Technology hitting the daily limit and Yuanjie Technology rising nearly 7% [1] Banking Sector Analysis - The banking sector experienced a significant decline, with several major banks reporting drops of over 3% to 4% [3][4] - Analysts suggest that the early dividend payout dates for banks this year may have prompted investors to sell after receiving dividends [3] Non-Ferrous Metals Sector Insights - The non-ferrous metals sector saw a strong performance, with significant gains in stocks like Electric Alloy and Jiangxi Copper, which rose by approximately 6% [6][7] - Analysts believe that the precious metals sector will continue to perform well due to factors such as the weakening of the US dollar credit system and rising geopolitical risks [8] AI Industry Chain Activity - AI-related stocks, particularly in the copper cable connection and CPO concepts, saw substantial increases, with companies like Chuangyitong and Xin Ya Electronics hitting their daily limits [9][10] - The demand for AI model training and inference remains strong, with advancements in system-level products expected to drive growth in the AI sector [11]