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盘后大利好!国务院重磅发布,创业板指暴涨超5%收复3000点
Sou Hu Cai Jing· 2025-09-11 09:02
Market Overview - A-shares experienced a significant rebound, driven by strong performances in the computing sector, with Oracle rising over 35%, Nvidia up 3.85%, and Broadcom soaring nearly 10% [1][3] - The market's trading volume surged to 2.46 trillion yuan, with the ChiNext Index gaining over 5% and recovering above 3000 points, indicating a temporary alleviation of risks [1] Economic Indicators - The U.S. August PPI showed a year-on-year increase of 2.6% and a month-on-month decrease of 0.1%, significantly below market expectations, which may lead to lower CPI data and increased bets on a Federal Reserve rate cut [4] - The probability of a 50 basis point rate cut by the Federal Reserve is approaching 20% [4] Sector Performance - The A-share market saw a surge in sectors such as optical modules, PCB, and domestic computing, with multiple stocks hitting the daily limit, including Haiguang Information, Cambridge Technology, and Industrial Fulian [7] - The top-performing sectors included communication, electronics, computing, agriculture, and non-bank financials [16] Hedge Fund Activity - Goldman Sachs reported that global hedge funds' net purchases of Chinese stocks reached a new high since September of the previous year, with a 76 basis point increase in positions [10][11] Stock Performance - Notable stock performances included Tengjing Technology with a year-to-date increase of 152.96%, Haiguang Information at 47.61%, and Shenghong Technology at 706.30% [8]