Group 1 - MSCI announced the regular adjustment results of its global index system, with 5 new additions to the MSCI China A Index, increasing the total to 394 stocks [1] - The adjustment includes 3 stocks from the Shanghai market and 2 from the Shenzhen market, making China the largest weight market in the MSCI Emerging Markets Index [1] - Since 2025, China's economic resilience has been highlighted, with growth expected to maintain around 5%, supported by positive outcomes from US-China trade talks and ongoing domestic policy efforts [1] Group 2 - Foreign institutions have been raising their economic growth expectations for China in 2025, signaling increased investment value in the A-share market [1] - Goldman Sachs maintains an overweight rating on the Chinese stock market, raising the 12-month targets for the MSCI China Index and the CSI 300 Index to 84 points and 4600 points, respectively [1] - Nomura Securities upgraded its rating on Chinese stocks from neutral to tactical overweight, showing a positive attitude towards sectors like AI, electric vehicles, and robotics [1] Group 3 - Morgan Stanley raised target levels for major Chinese stock indices and economic growth expectations, advising investors to gradually increase their allocation to A-shares [2] - Morgan Stanley noted the rapid development of China's AI industry, which has led to a reassessment of China's innovation capabilities by global investors [2] - JPMorgan highlighted the strong performance of the MSCI China Index in 2024, with actual earnings growth reaching 16%, surpassing the initial consensus estimate of 14% [2]

创业板指数日K线图 郭晨凯 制图 ◎记者 李雨琪 4月25日，A股三大指数涨跌互现，沪指盘中一度站上3300点，创业板指反弹力度较大。截至收盘，上 证指数报3295.06点，微跌0.07%；深证成指报9917.06点，涨0.39%；创业板指报1947.19点，涨0.59%。 全市场当天成交额11370亿元，与上个交易日几乎持平。 盘面上，全市场上涨个股超2800只，算力、消费电子等科技题材的修复对昨日市场情绪有所提振。拓维 信息、中际旭创、新易盛、立讯精密等细分龙头不仅涨势明显，其成交量也位居前列。其中，拓维信 息、中际旭创全天成交额分别为56.50亿元、55.24亿元，分列A股第二位、第四位。 旅游出行板块热度较高 随着"五一"假期临近，旅游景区、酒店餐饮等板块昨日走势活跃。截至收盘，天府文旅、三峡旅游涨 停，众信旅游、桂林旅游、西安旅游等纷纷跟涨。 众信旅游近日表示，随着全球旅游市场加速回暖，中国出境游市场进入了体验旅游时代。公司零售业务 品牌众信优游在去年获得5000万元Pre-A轮融资后，目前众信旅游已拥有超过2300家零售门店，并计划 2026年底在全国范围内达到5000家门店的规模。 消息面上，近 ...