Good morning for all investors! Today is Thursday, September 11th. As the new day's stock market trading is about to begin, let us review the important news and information from last night and this morning, understand market trends, and provide a strong reference for investment decisions.
1. US stock performance last night
On Wednesday, September 10, Eastern Time, the three major U.S. stock indexes closed higher collectively, with the S&P 500 rising 1.07% to 5554.13 points; the Dow Jones Index rose 0.31% to 40,861.71 points; and the Nasdaq Index rose 2.17% to 17,395.53 points. Among the popular U.S. stocks, technology stocks led the rise, with Apple rising 1.12%, Microsoft rising 2.20%, Nvidia rising 8.03%, Amazon rising 2.73%, Google C rising 1.43%, Google A rising 1.78%, Meta rising 1.40%, TSMC rising 4.80%, Tesla rising 0.90%, and Ultramicro Semiconductor rising 4.90%. The outstanding performance of technology giants is mainly due to the market's continued optimism about the prospects of the technology industry and the support of the company's own performance expectations. For example, Nvidia, with the rapid development of the AI industry, the demand for its GPU chips has continued to rise, driving a sharp rise in stock prices.
The rise in US stocks is, on the one hand, because economic data shows that the US economy is still resilient, the employment market is stable, and consumer confidence has increased, providing fundamental support for the stock market; on the other hand, the market's expectations for the Fed's monetary policy shift are also increasing, believing that there is a greater possibility of interest rate cuts in the future, which is a great benefit for the stock market.
2. Review and outlook of the A-share market
Recalling the previous trading day of A-shares (September 10), the Shanghai Composite Index rose 0.1295%, and the Shenzhen Component Index rose 0.3763%. The overall market showed a volatile upward trend, but the trading volume shrank, indicating that the market's wait-and-see sentiment is still strong. From the market perspective, the sector rotates rapidly and there are no obvious continuous hot spots. However, some oversold consumer and technology sectors have begun to show signs of capital return, such as liquor, semiconductor and other sectors, which are relatively active.
For today's (September 11), against the backdrop of a slight rise in US stocks, Big A has certain momentum to follow up, but it also faces many uncertain factors. On the one hand, the rise of US stocks will boost the risk appetite of global stock markets to a certain extent, and foreign capital may continue to flow into A-shares, bringing incremental funds to the market; on the other hand, A-shares themselves also have their own operating logic, and the recovery of current market confidence still takes time, and whether trading volume can continue to increase is the key. If today's trading volume can be effectively amplified and weighted sectors such as finance and real estate can actively cooperate, then A-shares are expected to continue yesterday's rise and expand their space upward; on the contrary, if the trading volume is still sluggish, the market may maintain a volatile pattern, and the differentiation between sectors will continue to exist.
3. Industry hot spots
1. Catering Services: Shaoxing, Zhejiang has introduced a new round of consumption-boosting policies, and a subsidy will be given in hotels with a certain number of tables and amounts of banquets, with a maximum of no more than 5,000 yuan. At the same time, Alibaba's Gaode Map launched the "Gaode Street Sweeping List" and launched the "Fireworks Good Store Support Plan", and issued subsidies of more than 1 billion yuan; Douyin also announced that it would increase its support for small and medium-sized catering merchants and launch the "Fireworks Small Store Support Plan". With the promotion of policies and the support of Internet platforms, catering consumption has shown an improvement trend. As demand accelerates recovery, coupled with the low base in the same period last year, the performance of the catering supply chain-related companies is expected to improve. You can pay attention to individual stocks in the catering sector such as Guangzhou Restaurant, Xi'an Food, Tongqinglou, as well as liquor stocks such as Luzhou Laojiao, Shanxi Fenjiu, and Gujing Gongjiu. The negative expectations of the liquor sector in the second quarter were fully released, sales rebounded marginally in the third quarter, and the cost-effectiveness of the allocation continued to appear.
2. 3D printing pharmaceuticals: Jiangsu Provincial Drug Administration has issued the first "Drug Production License" to produce drugs using 3D printing technology in the country, marking a key step in my country in this field. The production base of the licensed company Nanjing Sandieji Pharmaceutical Technology Co., Ltd. has an annual production capacity of 300 million 3D printed drugs, making it the largest in the world. The core advantage of 3D printing technology in the pharmaceutical field lies in digital design to achieve precise control of drug release and efficient production of complex dosage forms. The industry expects that the global medical 3D printing market size will be close to US$2 billion in 2025, with an annual compound growth rate of more than 20%. Related listed companies such as Bolite and Huashu Hi-Tech are worth paying attention to.
3. Platinum Market: The World Platinum Investment Association released a report showing that the platinum market will experience a significant shortage for the third consecutive year in 2025, with a shortage of 26 tons. On the supply side, the total supply is expected to fall by 3% year-on-year to 219 tons, the lowest in five years; on the demand side, the demand for jewelry is expected to increase by 11%, and investment demand has also increased, but demand for automobiles and industrials has declined to varying degrees. In terms of price, platinum performed outstandingly in the first half of 2025, with prices rising to $1,450 per ounce in July, hitting a ten-year high. It is expected that the tight market supply pattern has not eased, and prices are expected to continue to be supported. Related concept stocks such as Guiyan Platinum and Haotong Technology may have opportunities.
4. Humanoid Robot: On September 9, UBL’s full-size scientific research and education humanoid robot Tiangongxing was officially launched. This is the industry’s first scientific research-level humanoid robot with a temperature of less than 300,000 yuan. On the same day, the State Administration for Market Regulation stated that it is fully promoting the development of 15 national standards for humanoid robots. my country's humanoid robots have the manufacturing capabilities of the entire industrial chain. It is predicted that my country's humanoid robot sales will exceed 10,000 units this year, an increase of 125% year-on-year. The market size is expected to reach 8.239 billion yuan, accounting for about 50% of the world. Humanoid robot concept stocks such as Mingzhi Electric Appliances and Green Harmonics may usher in development opportunities.
5. Educational Technology: The AI Q&A pen launched by NetEase Youdao successfully passed the written test of high school teacher qualification certificate in Haidian District, Beijing, becoming the world's first AI teaching system to pass the China Teaching Qualification Examination. This stems from the technical accumulation of his "Ziyue" education model, which demonstrates the ability to master structured knowledge. Passing AI’s teaching qualification examination is an important symbol of building a human-machine collaborative education model, and it is expected to accelerate the application of AI technology in fields such as personalized tutoring and balanced educational resources. The relevant company Fangzhi Technology and Kunpeng Industry Source Innovation Center jointly established a joint laboratory, and Jiafa Education launched the "AI+" strategy and formed a vertical model matrix, which is worth paying attention to.
In a complex and changeable market environment, investors are advised to pay close attention to market trends, control their positions, and make investment decisions with caution. I wish you all ideal returns in today's stock market trading!
