如有疑问请以音频内容为准，添加妙妙子微信huxiuvip302，入群有机会与董小姐进一步交流。 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 本篇评级为★★★，主要围绕以下内容展开： 1、长假前，市场情绪偏向"持股派" 2、"骑墙"资产超长发挥，提示节后或重新选择方向 从资金层面看，带杠杆的资金已率先离场一部分——大家看到的融资融券余额在上一个交易日回撤了 190多亿元，规模不小。然而，即便有这些资金拖累，今日市场热情依旧高涨：三大指数全线收红，创 业板指更是大涨2.7%。 除此之外，还有一个板块突然杀出，极大提振了情绪——券商。过去一个多月，该板块步步阴跌、毫无 起色，令人失望。但今天"动如脱兔"，旗手板块一马当先，涨幅接近5%，一扫上月阴霾。眼下临近9月 底，进入10月后券商将陆续发布三季度财报。个人认为，这正是它们"自证清白"的好时机：市场整体交 易活跃，将直接兑现为券商的真金白银利润，也能用数据证明其"牛市旗手"的价值。受此带动，市场情 绪明显提振。 今日市场总成交2.16万亿元，听上去不算天量，但要考虑到这是长假前打出的数据，说明仍有相当规模 的资金——或者说资金中的大多数——对市场 ...

Group 1 - The consensus among institutions is to "hold stocks during the holiday," with optimism for the market post-holiday despite some cautious sentiment before the holiday [1][2] - Historical data shows a significant "calendar effect" in A-shares, with the Shanghai Composite Index showing median returns of +0.72% and +1.41% after the holiday for the first and five trading days, respectively [1] - Various sectors, including agriculture, automotive, and technology, are expected to perform well after the holiday, with strong cumulative gains in the first five trading days [2] Group 2 - Short-term market adjustments are seen as temporary, with long-term support for A-shares remaining strong, reinforcing the "hold stocks during the holiday" strategy [2][3] - The upcoming third-quarter reports are anticipated to focus investor attention on sectors with improving profitability expectations, particularly in technology and advanced manufacturing [3] - The "anti-involution" policies are expected to boost the outlook for cyclical, consumer, and financial sectors, with several industries still having low valuations [3]

水皮杂谈 一家之言 兼听则明 偏听则暗 超跌反弹 盘面消息 A股三大指数今日集体上涨，截止收盘，沪指涨0.90%，收报3862.53点；深证成指涨 2.05%，收报13479.43点；创业板指涨2.74%，收报3238.01点。 沪深两市成交额达到 21615亿，较上一交易日放量146亿。 出其不意，攻其不备。 上周五的杀跌阴影犹在，主力今 天 却打出漂亮的回马枪。券商 和 新能源双管齐下，打了空 头一个措手不及。收盘时，三大指数全线上扬，完成对上周五 这根 阴线的反包。 上证指数上涨 0.90% ，深 证 成指上涨 2.05% ，创业板指上涨 2.74% 。个股方面，上涨 3457 家，下跌 1580 家；成交量与上周五基本持平。主力资金流入 18 亿，北 向 大单今 天 净流入 44 亿。 盘面上相当戏剧化，开盘后下跌个股一度多达 4000 多家，黄线跌幅在 0.6%-0.7% 之间， 可见多数股票开盘出现恐慌性杀跌。但深 证 成指因宁德时代高开高走，始终保持 高高在上的 态势。 10 点后，上证指数在中信证券拉抬下开始一路上行， 10 点半左右翻红；上午收盘时 涨幅不大，仅 0.13% 左右。 下午，在 ...

Market Overview - A total of 53 stocks hit the daily limit, with 22 stocks experiencing a limit break, resulting in a sealing rate of 71%. The market showed a strong upward trend throughout the day, with all three major indices rising. The Shanghai and Shenzhen stock exchanges recorded a trading volume of 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day. The sectors that performed well included securities, non-ferrous metals, and solid-state batteries, while education, pork, and coal sectors saw declines. The Shanghai Composite Index rose by 0.90%, the Shenzhen Component Index increased by 2.05%, and the ChiNext Index gained 2.74% [1][3]. Stock Performance Analysis - The consecutive board advancement rate rose to 44.44%, with most stocks moving from two to three consecutive boards. Notably, the stock of Bluefeng Biochemical achieved six consecutive boards, while other stocks like Pinming Technology and Huajian Group also showed strong performances. However, high-level stocks exhibited mixed results, with some experiencing significant declines. The market sentiment appears to be recovering, indicating potential for continued upward movement post-holiday [3][4]. Key Sector Highlights Energy Storage - The demand for domestic energy storage cells is robust, with leading battery manufacturers reporting full production schedules and some orders extending into early next year. This has led to a surge in the energy storage sector, with stocks like Wanrun New Energy hitting the daily limit and companies like Haibo Shichuang and Sunshine Power reaching historical highs. The entire lithium battery and energy storage sector is seeing increased activity, particularly in upstream material stocks [4][17]. Robotics - Meta's investment in humanoid robots is comparable to its previous investments in augmented reality, with plans to invest billions in related research. Tesla also aims to produce thousands of Optimus robots this year, with plans to increase production tenfold by 2026. The robotics supply chain is showing strong performance, with stocks like Ningbo Huaxiang and Sanhua Intelligent Control reaching historical highs. The domestic robotics market is expected to see explosive growth in shipments, benefiting core component suppliers [5][14]. Semiconductor Industry - The approval of the IPO application for domestic computing chip company Moore Threads marks a significant milestone, taking only 88 days from acceptance to approval. This news has positively impacted related stocks, with companies like Chuling Information and Yingqu Technology seeing strong rebounds. The semiconductor industry remains buoyant, with several companies expected to report substantial earnings growth in the upcoming quarterly reports [6][29]. Financial Sector - The Ministry of Finance reported a significant increase in securities transaction stamp duty, with a year-on-year growth of 81.7% to 118.7 billion yuan. This reflects the high activity in the capital markets, leading to a resurgence in the brokerage sector, with stocks like Huatai Securities and Guosheng Financial hitting the daily limit. The market sentiment is reminiscent of last year's bullish trends, suggesting potential for further speculation in the brokerage sector [7][27]. Future Market Outlook - The market experienced a notable rebound, with the Shenzhen Component Index and ChiNext Index both recovering from previous declines. The overall market sentiment improved, with over 3,500 stocks closing in the green. The Shanghai Composite Index is expected to face upward momentum, supported by multiple short-term moving averages. The small-cap stocks are also showing signs of recovery, indicating potential for a resurgence in market activity [8].

Group 1 - The core point of the article highlights a significant surge in Chinese brokerage stocks, with major firms like GF Securities, Huatai Securities, and CITIC Securities seeing increases of over 10% [4][6][7] - The Hang Seng Index closed at 26,622.88 points, up 1.89%, with a total market turnover of HKD 309.1 billion [2][3] - The surge in brokerage stocks coincides with a positive outlook from the People's Bank of China regarding capital market stability, emphasizing the use of securities and fund companies to maintain market stability [6][8] Group 2 - Alibaba's stock rose by 4.14% on September 29, with a trading volume of HKD 22.098 billion, following an upgrade from Morgan Stanley regarding its ADR target price due to optimistic growth expectations in its cloud computing business [9][11] - CATL (Contemporary Amperex Technology Co., Ltd.) saw a 3.11% increase in its stock price, supported by advancements in solid-state battery technology from Tsinghua University, which could enhance safety and energy density [12][14][15] - The Hong Kong Securities and Futures Commission imposed a fine of HKD 2.1 million on a brokerage firm for improper handling of client funds, highlighting regulatory scrutiny in the financial sector [16]

【导读】中资券商爆发，多只龙头股涨超10% 中国基金报记者 格林 9月29日，恒生指数收涨1.89%，报26622.88点，恒生科技指数收涨2.08%，恒生国企指数收涨1.62%。全日大市成交额为3091亿港 元，南向资金净卖出16.54亿港元。 | 1 | HSI | 恒生指数 | 26622.88c | 494.68 | 1.89% | 3091亿 | 32.72% | | --- | --- | --- | --- | --- | --- | --- | --- | | 2 | HSTECH | 恒生科技 | 6324.25c | 129.14 | 2.08% | 1009亿 | 41.54% | | 3 | HSBIO | 恒生生物科技 | 17112.39c | 313.24 | 1.86% | 137亿 | 98.49% | | 4 | HSCEI | 恒生中国企业指数 | 9454.12c | 151.02 | 1.62% | 1186亿 | 29.69% | | 5 | HSCI | 恒生综合指数 | 4112.18c | 82.59 | 2.05% | 2225亿 | 37.84% | 中资 ...

Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]

今日（9月29日），港股市场迎来强劲反弹。截至收盘，恒生指数报收于26622.88点，上涨494.86点，涨幅1.89%；恒生科技指数大涨129.14点，收盘报 6324.25点，涨幅2.08%。 资金方面，尽管港股表现强劲，但南向资金态度明显谨慎。截至收盘，南向资金累计净卖出超16亿港元。而在上周，南向资金累计净买入港股约440亿港 元。分析人士认为，尽管净卖出金额不算太多，但短期南向资金出现净卖出，可能与国庆中秋长假有关。由于A股将要休市8天，这期间港股通服务也将随 之关闭，直到10月9日A股恢复交易，港股通才会重新开启。因此，部分南向资金可能会在节前选择暂时离场，避免节日期间港股可能出现的波动。 焦点板块方面，中资券商股全线爆发。其中，华泰证券（06886.HK）、广发证券（01776.HK）、申万宏源香港（00218.HK）涨超12%，中信证券 （06030.HK）、东方证券（03958.HK）涨超11%，中州证券（01375.HK）、中国银河（06881.HK）、中金公司（03908.HK）涨超9%。 其他方面，盘面上，科网股普涨，阿里巴巴-W（09988.HK）、快手-W（01024.HK）涨超4 ...

Market Overview - A-shares experienced a strong upward trend, with major indices such as the Shanghai Composite Index and ChiNext reaching multi-year highs, and total trading volume reaching 2.18 trillion yuan [1] - The Shanghai Composite Index closed at 3899.96, with a daily increase of 34.42 points, or 0.90% [2] Sector Performance - The new energy sector saw significant gains, with lithium batteries, energy storage, solar, and wind power industries all experiencing substantial increases [4] - Non-bank financials attracted over 20.5 billion yuan in net inflows, while sectors like power equipment and electronics also saw over 10 billion yuan in net inflows [3] Investment Sentiment - Market sentiment is cautious ahead of the National Day holiday, with potential for continued pullback in high-tech sectors, but long-term investment remains favorable due to stable policy direction and rational retail investor sentiment [3] - Analysts suggest "holding stocks through the holiday" as long-term funds and foreign investments continue to show interest [3] Policy and Regulatory Environment - The People's Bank of China emphasized the need for a moderately loose monetary policy to encourage financial institutions to increase credit supply [11] - Recent announcements from the Chinese government regarding climate goals and support for the new energy vehicle industry are expected to boost related sectors [8] Notable Stocks - Stocks such as Wanrun New Energy and Longhua Chemical saw their prices surge by 20% due to strong market performance in the new energy sector [4][6] - Brokerage stocks experienced a significant rally, with trading volume in the sector increasing from 35.2 billion yuan to 123.4 billion yuan [9]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 每经记者｜曾子建 每经编辑｜袁东 今日（9月29日），港股市场迎来强劲反弹。截至收盘，恒生指数报收于26622.88点，上涨494.86点，涨幅1.89%；恒生科技指数大涨129.14点，收盘报 6324.25点，涨幅2.08%。 资金方面，尽管港股表现强劲，但南向资金态度明显谨慎。截至收盘，南向资金累计净卖出超16亿港元。而在上周，南向资金累计净买入港股约440亿港 元。分析人士认为，尽管净卖出金额不算太多，但短期南向资金出现净卖出，可能与国庆中秋长假有关。由于A股将要休市8天，这期间港股通服务也将随 之关闭，直到10月9日A股恢复交易，港股通才会重新开启。因此，部分南向资金可能会在节前选择暂时离场，避免节日期间港股可能出现的波动。 焦点板块方面，中资券商股全线爆发。其中，华泰证券（06886.HK）、广发证券（01776.HK）、申万宏源香港（00218.HK）涨超12%，中信证券 （06030.HK）、东方证券（03958.HK）涨超11%，中州证券（01375.HK）、中国银河（06881.HK）、中金公司（03908.HK）涨 ...