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[Received commentscrashbandicootnsanetrilogyandroid: The Shanghai Composite Index rose more than 1%, the financial sector pulled up, and the concept of semiconductors and chips broke out] Securities Times News reported that on the 27th, the Shanghai Composite Index fluctuated and rose in early trading, and rose strongly in the afternoon and rose more than 1%. The Shenzhen Stock Exchange Index and the GEM Index both strengthened; Nearly 3400 stocks were in red on the floor, but the turnover remained low.crashbandicootnsanetrilogyandroid...
Newsletter text
[Commentary: The Shanghai Composite Index rose more than 1%, the financial sector rose, and the concepts of semiconductors and chips broke out] Securities Times News reported that on the 27th, the Shanghai Composite Index fluctuated and rose in early trading, and rose strongly in the afternoon and rose more than 1%. The Shenzhen Stock Exchange Index and the GEM Index both strengthened; nearly 3400 shares were in red on the floor, but the turnover remained low. At the close, the Shanghai Composite Index rose 1.14% to 3,124.04 points, the Shenzhen Composite Index rose 0.88% to 9,507.75 points, the GEM index rose 0.68% to 1,830.96 points, and the Shanghai Composite 50 Index rose 0.94%; the total transaction between the two cities was 774.8 billion yuan. On the market, the concepts of semiconductors and chips have exploded, and the concepts of logistics and cross-border e-commerce have been active. The coal, electricity, nonferrous metals, chemicals, petroleum, finance, medicine, brewing and other sectors have all risen; the agriculture, real estate and other sectors have fallen. BOC Securities pointed out that the current market is still in a long window period, with a large probability of a significant increase in the profit side's mid-term performance growth rate. Exports are expected to maintain a high prosperity supported by external demand. On the valuation side, policy attitudes support the gradual recovery of domestic demand. The market is still in the short term. The long window period on the eve of the Third Plenary Session of the CPC Central Committee. Style is expected to spread from both ends of the barbell, and domestic demand-related sectors are expected to usher in phased valuation repairs. Ping An Securities said that the current equity market game is increasing, and it continues to pay attention to the implementation effect of domestic proactive policies and the degree of continued efforts to prevent disturbances from external risks. In the medium term, it is still recommended to pay attention to the direction of improvement of the economic margin, such as globally competitive market leaders, export manufacturing chains, and upstream high-priced resource goods sectors, and continue to allocate stable dividend strategies. Proofread: Liao Shengchao