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Today, A-shares continued to rebound, with the Shanghai Composite Index rising for four consecutive days, the Science and Technology Innovation 50 Index soaring 2.26%, and the ChiNext Index also rising 1.39%. The trading volume of the two markets increased to 646.4 billion yuan.

On the market, public transportation, consumer electronics, chips, ST and other sectors performed actively, while daily chemical, construction machinery, papermaking, insurance and other sectors had the largest declines.

Wind's real-time monitoring data shows that the electronics industry received a net inflow of more than 9.6 billion yuan from major funds today, marking the seventh consecutive day of net inflow; computers and power equipment both received a net inflow of more than 3 billion yuan, and automobiles received a net inflow of more than 1 billion yuan. Major funds such as banks, basic chemicals, coal, and light manufacturing saw a net outflow of more than 100 million yuan.

Looking ahead to the future market, Huajin Securities pointed out that Trump’s concepts of “America First” and “Economy First” were very obvious during his tenure. If Trump is elected, there may be a certain suppression on domestic exports.

By reviewing Trump’s China policies and their impact on A-shares during his tenure, we can see that domestic technology and some cyclical industries performed relatively strongly.

TMT sectors related to technological self-reliance and self-improvement, such as semiconductor localization, smart driving, satellite Internet, computing power, and artificial intelligence, may benefit from domestic policy support.

Zhongyuan Securities believes that US inflation continues to decline, strengthening expectations for a Federal Reserve interest rate cut.

The domestic market is expected to stabilize, and the overall stock index is expected to remain volatile in the future. At the same time, we still need to pay close attention to changes in policies, capital and external factors.

It is recommended to focus on short-term investment opportunities in industries such as communications services, new energy, coal, and cultural media.

In terms of hot spots, many CSI 300 ETFs saw significant increase in trading volume today.

As of the closing, Huatai-PineBridge CSI 300 ETF had a turnover of 5.71 billion yuan, a three-week high; E Fund CSI 300 ETF had a turnover of 3.52 billion yuan, a four-month high; Hua Xia CSI 300 ETF had a turnover of 2.86 billion yuan, also a four-month high; Harvest CSI 300 ETF had a turnover of 2.53 billion yuan, also a recent high.

In addition, the SSE 50 ETF, Sci-Tech Innovation 50 ETF, Science and Technology Innovation Board 50 ETF, A50 ETF, etc. also increased in volume and strengthened today.

Consumer electronics concepts strengthened across the board and were the backbone of the market's turnaround today.

The consumer electronics sector index surged 2.28% throughout the day, Rongyi Precision hit its 30% daily limit, and its share price hit a six-month high; Xinwanda hit its 20cm daily limit just 8 minutes after opening, hitting its highest point in more than a year; Tiandeyu also hit its 20% daily limit, approaching its highest point this year; Yabaoxuan, Maxjet Technology, etc. also hit their daily limit or rose by more than 10%.

Consumer electronics sub-sectors such as components, semiconductors, copper cable high-speed connections, and Apple concepts all rose collectively.

Jingsai Technology hit the daily limit of 30%; Zecheng Electronics rose more than 21%, soaring 114% since July; Huiwei Intelligent, Jinan Guoji and others hit the daily limit or rose by more than 10%.

Huafu Securities said that the semi-annual report forecasts of PCB sector and AR track targets exceeded expectations, and the consumer electronics boom is booming. In the short term, the demand for consumer electronics terminals has picked up, and in the medium and long term, AI-enabled smart terminals will drive the acceleration of mobile phone/PC replacement.

At the same time, AI loads require changes in the underlying chip architecture, memory, and overall machine design, which will drive up the ASP of single machines and accelerate the exploration of new hardware forms.

The accelerated pace of innovation in consumer electronics is expected to lead the industry into a boom cycle, while subsequent news such as Apple's fall conference and Windows system updates will provide intensive catalysts.

Editor: Chen Lixiang

Proofreading: Yang Shuxin