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李志林:七巨头带高科技股回调,大盘轮涨磨攻再摸新高
Sou Hu Cai Jing· 2025-10-30 05:55
Group 1 - The U.S. Federal Reserve has lowered the benchmark interest rate by 25 basis points to a range of 3.75%-4.00%, marking the second consecutive rate cut and the fifth since September 2024 [2][3] - Major tech stocks showed mixed performance, with Nvidia rising approximately 3% to surpass a market capitalization of $5 trillion, while Apple slightly increased, achieving a total market cap exceeding $4 trillion [2] - Central Huijin and related entities have seen their ETF holdings grow by over 200 billion yuan in a single quarter, reaching approximately 1.55 trillion yuan, indicating continued support for the stock market [3] Group 2 - The solid-state battery concept has gained traction, with companies like Tianji Co. and Penghui Energy experiencing significant stock price increases, driven by advancements in battery technology that promise to enhance performance [3] - The robotics sector has also seen a surge, with companies like Fangzheng Electric and Lierda experiencing notable stock price increases, reflecting investor interest in new product announcements and technological advancements [4] - The overall market sentiment remains cautious, with many retail investors reporting losses despite the index reaching 4000 points, indicating a disparity between index performance and individual stock valuations [9]