Comments on A-shares： Shanghai Composite Index fluctuated and rose by 0.52%. The semiconductor sector strengthened across the board.
At the close, the Shanghai Composite Index rose 0.52%, the Shenzhen Component Index rose 0.35%, the Growth Enterprise Market Index was flat, and the North Stock Exchange 50 fell 0.70%. The daily turnover of Shanghai, Shenzhen and Beijing was 2,197.2 billion yuan, 19.1 billion yuan more than the previous day. More than 2,600 stocks in the whole market rose.
On the theme of the plate, the semiconductor, energy metal and memory chip plates are higher, and the big financial plate is adjusted.
On the disk, the semiconductor sector strengthened, with Hua Hong, Canxin and Shengong up nearly 17%. The energy metal plate opened higher and higher, Bo moved new materials to the daily limit, and Yongxing Materials and Huayou Cobalt rose by nearly 7%. The memory chip sector oscillated higher, with Jumbo Long closing the board at a daily limit of 20CM, Baiwei Storage and Tianshan Electronics rising by nearly 10%, and Deming Li and Shenzhen Technology closing the board at a daily limit. With the adjustment of big financial direction, Suzhou Bank and Shanghai Agricultural Bank fell by nearly 2%, while Xiangcai and Guangfa Securities fell by nearly 3%.
Daily limit ladder list:
[7 Lianban] Lanfeng Biochemical.
[4] Huajian Group.
[3 Lianban] Sky shares.
[2] Lianban: Shanzi Hi-Tech, Tongrun Equipment, Guosheng Jinkong, Guanzhong Ecology, Shida Shenghua, Fengshan Group and Boqian New Materials.
Main net inflow plate:
NO.1 [memory chip] received a net inflow of 5.652 billion main funds, with 3 stocks in the sector trading daily and 89 stocks rising.
NO.2 [Automotive Chip] received a net inflow of 4.341 billion main funds, with 1 stock in the sector trading daily and 97 shares rising.
NO.3 [reform of state-owned enterprises in central enterprises] received a net inflow of 4.245 billion main funds, with 4 stocks in the sector trading daily and 223 stocks rising.
Hot spot overview:
What’s going on in the market today:
[golden concept]
Related stocks: Shengtun Mining, Jiangxi Copper and Yunnan Copper.
News: The price of gold hit a new high again in early trading, breaking through the mark of $3,840 per ounce.
[DeepSeek concept]
Related stocks: Danghong Technology, Pinming Technology, Easy Point World
News: DeepSeek officially released the experimental version of DeepSeek-V3.2-Exp on September 29th, which introduced DeepSeek Sparse Attention on the basis of V3.1-Terminus, and made exploratory optimization and verification for the training and reasoning efficiency of long texts. In addition, this update has also brought about a substantial price reduction of API, and the cost for developers to call DeepSeek API will be reduced by more than 50%.
[memory chip]
Related stocks: Jiang Bolong, Hua Hong Company and Canxin Shares.
News: Micron Technology rose more than 5% on Monday, and manufacturers such as SanDisk and Micron successively announced price increases. Some models of NAND Flash rose more than 10%, which triggered bullish expectations in the storage industry chain. Morgan Stanley believes that the rising cycle of NAND is still in the early stage, and it is expected that the rising price trend will continue until 2026, but investors need to pay close attention to the actual implementation of orders from cloud vendors, vendor performance conferences and news of expansion.
Source: Straight Flush 7×24 News