券商晨會精華：當前的A股正在迎來一輪“信心重估牛”，可關注四類投資機會
在今日的券商晨會上，華泰證券表示，應把握市場信心回歸下的投資機遇，特別看好在交投新高下券商的彈性機會；中原證券則指出，政策牛市已經啟動，市場有望全面反彈；中信建投認為，“信心重估牛”下，四類投資機會值得關注。
9月A股強勢收官，成交創歷史新高
財聯社10月8日報道，9月A股以強勢姿態收官，創業板指單月上漲近38%，創下歷史新高，滬指單月累計上漲17%。滬深兩市成交額超過2.59萬億元，創下歷史新高。收官日當天，兩市超過700只股票漲停，超過2700只股票漲幅超過10%。券商板塊集體爆發，東方財富等四十多只股票全線漲停。整體板塊方面，半導體、金融科技、鴻蒙概念、證券等板塊漲幅居前，無板塊下跌。截至9月30日收盤，滬指漲8.06%，深成指漲10.67%，創業板指漲15.36%。
華泰證券：把握市場信心回歸下的投資機遇
華泰證券指出，當前券商板塊享受“政策強支持+正反饋循環”的雙重利好，央行首創結構性貨幣政策工具，政治局會議首次提出“努力提振資本市場”，長期資金入市等多項改革措施齊頭並進。國慶前後，港股市場交投活躍，單日成交額突破5000億港幣，創歷史新高。新開戶增量明顯，ETF持續淨流入，資金加速入場。10月8日，國新辦將舉行新聞發布會，系統落實一系列增量政策，或將持續提振市場情緒。券商板塊倉位處於相對低位，政策支持強勁，交投活躍帶來正反饋循環，建議把握市場信心回歸下的投資機遇，關注優質頭部低估值券商、具有並購重組預期的券商，以及經紀、投資業績彈性高的券商。
中原證券：政策牛市啟動，市場有望全面反彈
中原證券表示，中央政治局會議釋放重磅信號，後續推出一系列財政措施和其他支持性政策的預期顯著增強。央行、金融監管總局、證監會同時推出多項重磅政策，經濟有望企穩回升。美國非農就業數據超預期，經濟仍具一定韌性，11月降息25個基點的概率增強。隨著國內宏觀調控、促增長政策持續落地推進，市場有望全面反彈，建議關注芯片、醫藥、非銀金融、消費、新能源汽車、有色等板塊。
中信建投：“信心重估牛”下的四類投資機會
中信建投指出，從一系列指標看，中國已完成熊牛轉換，投資者目前最重要的是轉換思維，以牛市思維面對市場。當前的A股正在迎來一輪“信心重估牛”，這是在中國資產被系統性低估、居民部門積累大量超額儲蓄並面臨資產荒、強力振興政策即將出台、美聯儲降息周期开啟，全球股市高位，外資追入中國資產等多重背景共振下的一場牛市。這輪牛市將反映全球資金對中國經濟前景與中國資產的信心重估。本輪牛市的基本面驗證需要時間，不會一步到位，投資者在初期對牛市要有信心，在中期也要有耐心。“信心重估牛”可關注的投資機會包括：明顯低估的中國資產、對通縮改善重估、龍頭企業價值重估和牛市中的彈性資產。可重點關注行業：新能源汽車、電子、計算機、食品飲料、非銀、銀行、房地產、有色金屬等。
編輯評論
從這次券商晨會的內容來看，市場對於A股的信心正在逐步恢復，這不僅僅是政策上的支持，更是從資金流入和市場活躍度上得到印證。對於投資者而言，這是一個需要重新審視自身投資策略的時刻。特別是在“信心重估牛”這一背景下，投資者需要更加靈活地應對市場變化，抓住低估值機會，並保持足夠的耐心來等待市場基本面的驗證。各大券商對於不同板塊的關注也為我們提供了多元化的投資視角，值得深入研究和關注。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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Gallery
Gallery
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"image_generation_request": {
"prompt": "Ultra-realistic portrait of a man walking toward the camera on an airport runway at night He wears a white long-sleeve shirt with sleeves rolled up and dress pants, shoes. The camera is very close, capturing his face sharply - textures of skin, smoke from his lips, and subtle reflections of firelight in his eyes. Behind him, slightly out of focus, a commercial airplane is burning intensely, with huge flames, roaring firestorms, and thick black smoke rising high. The fiery glow casts dramatic orange highlights on his shirt and face, creating deep shadows and a gritty, cinematic mood. Wet runway reflects the blaze, enhancing the dramatic atmosphere.",
"dimensions": {
"width": 1200,
"height": 1200
},
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"Cinematic",
"Photorealistic",
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"Dramatic Lighting",
"Macro Photography",
"8k resolution"
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"subject_details": {
"action": "Walking toward camera, smoking",
"clothing": "White long-sleeve shirt (rolled sleeves), dress pants, shoes",
"facial_features": "Sharp focus, skin texture, firelight reflection in eyes"
},
"environment_details": {
"location": "Airport runway at night",
"background": "Commercial airplane burning, intense fire, thick black smoke, out of focus",
"ground": "Wet runway, reflecting fire"
}
}
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1765251172-300x300.png)
Gallery
![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra performing a sacred night-time royal dance, embodying divine seduction, power, and celestial authority.",
"angle": "Full-body high-fashion editorial portrait captured at a cinematic 3/4 angle, ultra-crisp clarity with no blur.",
"pose": {
"body_position": "She is captured mid-dance inside a temple courtyard at night, her body angled gracefully, hips grounded, torso lifted, creating a powerful and sensual silhouette.",
"movement": "Her arms are raised in slow ceremonial motion while one leg steps forward, fully revealing her feet and lower legs as part of the ritual stance.",
"expression": "A calm, hypnotic, commanding gaze directed toward the camera—quiet dominance wrapped in sensual mystery."
}
},
"appearance": {
"outfit": "An ultra-bongga Cleopatra couture gown with an all-crystal bodice that fits like jeweled armor. Thousands of hand-set crystals, diamonds, and glass stones in gold, champagne, clear, and iridescent tones form sacred Egyptian motifs—cobras, sun disks, lotus symbols—entirely through crystal placement. The neckline is daring yet elegant, supported by invisible illusion mesh. From the waist, the skirt opens into flowing sheer silk and organza panels in ivory and soft gold, designed with a high front opening that intentionally exposes her legs and feet during movement. Crystal chains and beaded fringe sway rhythmically with every step, enhancing sensual motion.",
"accessories": "A dramatic Egyptian ceremonial headpiece with gold and crystal detailing, an oversized layered gold collar necklace, sculpted crystal arm cuffs, finger armor rings, a crystal-and-gold waist belt, and delicate gold anklets accentuating her bare feet.",
"hair": "Her hair is sleek, glossy, and perfectly controlled, styled to balance the weight of the crystal headpiece while allowing elegant movement.",
"makeup": "Ultra-glam, colorful Egyptian night makeup—bold elongated black kohl eyeliner, intense eyeshadow layered in turquoise, emerald, sapphire blue, violet, and metallic gold. Beneath the eyes, intricate ceremonial ink drawings in fine black and gold lines inspired by ancient Egyptian markings. Skin is luminous with molten-gold highlights, brows strong and defined, lips finished in a sensual nude-bronze satin."
},
"props": {
"ritual_elements": [
"Burning incense bowls releasing thick aromatic smoke",
"Golden sistrum placed near the dance space",
"Tall ceremonial torches lining the temple floor"
]
},
"background": {
"macro_environment": "A grand ancient Egyptian temple courtyard at night, reserved for sacred royal rituals.",
"midground_details": "Towering sandstone columns, massive statues of Isis and Hathor, carved temple walls, flowing linen drapes, and ceremonial platforms illuminated by firelight.",
"micro_elements": "Torch flames reflecting off crystal surfaces, fine dust particles glowing in the night air, incense smoke wrapping around her legs and feet, detailed stone floor textures beneath her bare feet, crystal fringe in motion, and sharply defined shadows—everything rendered in extreme detail with zero blur."
},
"lighting": {
"type": "Cinematic night lighting using torches, oil lamps, and subtle moonlight.",
"effect": "Firelight ignites the crystal bodice with prismatic sparkle while moonlight softly outlines her legs and feet, creating a dramatic, sensual, and divine atmosphere."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "50mm prime lens",
"aperture": "f/8 for full-body and environment sharpness",
"iso": 100,
"shutter_speed": "1/200s to freeze elegant motion clearly",
"focus": "Extreme sharp focus on crystal bodice, facial features, legs, feet, and temple details, no bokeh, no blur"
},
"style": "Ultra high-fashion editorial, night temple ritual, all-crystal couture, sexy yet sacred, ancient Egyptian royalty reimagined, cinematic realism, extremely detailed, sharp, iconic"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006158-167x300.png)
