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早盘直击|今日行情关注
申万宏源证券上海北京西路营业部· 2025-09-25 03:04
Core Viewpoint - The market remains in a strong upward trend despite short-term fluctuations, with investors showing a strong willingness to participate and maintain optimism during corrections [1] Market Performance - After a dip below 3800 points on the Shanghai Composite Index, a strong rebound occurred, quickly recovering above this level, indicating a robust market structure [1] - The market is expected to continue strong fluctuations before the National Day holiday, with only four trading days left [1] Sector Focus - Technology sectors such as electronics and semiconductors are attracting significant capital, highlighting a preference for high-growth companies despite high stock prices [1] - The characteristics of the "seven giants" in the U.S. tech market are mirrored in the A-share market, leading to a consensus among domestic and foreign investment institutions [1] Future Outlook - The market is anticipated to maintain strong fluctuations with active trading volume leading up to the National Day holiday, with potential for a breakout direction post-holiday [1] - High-tech sectors are expected to remain the focus of institutional attention, with a continued strong performance [1] - Monitoring of liquidity changes and macroeconomic data such as manufacturing PMI is crucial for future market direction [1]