A-share midday review | The indexes opened low and rose. The three major indexes fell slightly, while the consumer electronics concept rose against the trend.

date
25/02/2025
avatar
GMT Eight
On February 25th, the A-share market opened lower and then rose slightly, with the three major indexes falling slightly. The total turnover in the morning was 1.14 trillion yuan, a decrease of 280.1 billion compared to the previous day. By midday, the Shanghai Composite Index fell by 0.14%, the Shenzhen Component Index fell by 0.29%, and the ChiNext Index fell by 0.32%. In terms of market performance, the automobile industry chain showed strength, with the direction of autonomous driving leading the gains, resulting in stocks like Zotye Automobile hitting the daily limit up. The AI glasses concept saw a boost, with Yuntian Lifly up by 20%. Some stocks related to robotics and automation rebounded partially, with Guangdong Topstar Technology hitting a historical high. Energy metals, coal, and oil resource stocks were strong, along with performances in Huawei phones, retail, photovoltaics, and wind power concepts. On the downside, the agricultural sector saw corrections, with liquor, gaming, media, and major financial sectors leading the declines. Looking at fund flows, net inflows of main funds were seen in industries like steel, photovoltaic equipment, commercial vehicles, motors, and consumer electronics, while net outflows were seen in software development, semiconductors, IT services, securities, and communication equipment industries. Hot Sectors: Looking ahead, EB Securities stated that market sentiment remains at a relatively high level, with a trend of upward volatility expected to continue after a brief consolidation phase. 1. China Securities Co., Ltd.: If the AI theme overheats and experiences a correction, there are still opportunities for repositioning and offensive moves. 2. Orient: Although the adjustment demand for the technology sector is strong, there are no clear signs of a peak yet. 3. EB Securities: The market is expected to resume its upward trend after a temporary consolidation phase. Hot Sectors: 1. Retail sector rising: Stocks like Nanjing Central Emporium (Group) Stocks surged, among others. 2. Huawei smartphone concept showing strength: Stocks related to Huawei smartphones saw gains in anticipation of new product releases. This article was originally published on "Tencent Choose Stocks," and edited by Wang Qiujia for GMTEight.

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