A-share review | Index opens higher, moves lower, AI and pharmaceuticals lead

The Zhitong Finance App learned that on September 22, the three major A-share indices opened high and low, with mixed ups and downs. The Shanghai Index rose slightly, the Shenzhen Index and the GEM Index basically closed. The Beijing Stock Exchange 50 led the decline, and individual stocks in the Shanghai and Shenzhen markets fell more or less. At the close, the Shanghai Stock Exchange Index rose 0.06% to 3952.13 points, the Shenzhen Securities Index fell 0.05% to 13723.74 points, the GEM index rose 0.01% to 3399.93 points, Science and Innovation 50 rose 0.46% to 1665.04 points, and the Beijing Stock Exchange 50 fell 1.08% to 1046.80 points. The daily turnover of the Shanghai and Shenzhen markets was about 2.14 trillion yuan, an increase of about 104 billion yuan compared to the previous trading day. The Shanghai and Shenzhen markets rose 2,374 individual stocks, fell 3030, and closed 163, up and down 65 and 5, accounting for about 42% of the increase.

On the market, advertising, publishing, real estate services, CPU concepts, cancer vaccines, digital media, etc. showed the highest gains; sectors such as shipping ports, tourism and scenic spots, precious metals, transportation, glass, colored titanium, and steel registered the highest declines. China Plastics (301686.SZ), the GEM IPO stock (301686.SZ) closed up 683.29% to 433 yuan on the first day of listing. At one point, it rose more than 949% during the intraday period.

Drivers

The three major indices were high and low, with mixed ups and downs. The Shanghai Stock Exchange Index rose 0.06%, the Shenzhen Securities Index fell 0.05%, the GEM index rose 0.01%, Science and Technology Innovation 50 rose 0.46%, and the Beijing Stock Exchange 50 fell 1.08%, leading the decline.

The turnover of the Shanghai and Shenzhen markets was about 2.14 trillion yuan, an increase of about 104 billion yuan compared to the previous trading day, and the volume remained above 2 trillion yuan.

The Shanghai and Shenzhen markets rose 2,374 individual stocks and fell 3,030, up and down 65 and 5. The increase accounted for about 42%, and the profit effect was weak.

Overnight, US CPU concept stocks collectively surged. AMD closed up about 9.9%, surpassed 1 trillion US dollars in market capitalization for the first time, Intel rose more than 12%, and Arm rose more than 17%. Muse, Meta's consumer-grade AI agent, topped the US iPhone free app download list for the third day in a row, and the market reassessed how the popularity of smart devices is driving CPU demand; Haiguang Information released the 1000 series CPU for the physical world scenario in Shenzhen today; the 2026 Yunqi Conference opened in Hangzhou today. Alibaba CEO Wu Yongming said he will fully invest in AI infrastructure construction — The direction of AI applications and computing power chips has been catalyzed to strengthen.

Sectors such as shipping ports, tourism and scenic spots, and precious metals had the highest declines; Federal Reserve officials recently sent signals of further interest rate hikes. The US dollar index strengthened, international gold prices fell overnight, and the precious metals sector was under pressure.

Popular sector aspects

1. [AI application and media] The increase was highest in advertising, marketing, publishing, and digital media. Zhidu Co., Ltd. rose and stopped, and Xinhua Wenxuan rose 13.92%. On the news, Muse, Meta's consumer-grade AI smart device, topped the US iPhone free app download list for the third day in a row, and the market is re-evaluating the AI application demand brought about by the popularity of smart devices. In terms of brokerage research, Wanlian Securities pointed out on September 21 that the Mango 2027 Co-Creation Ecology Conference released 89 major dramas and multiple leading IP variety shows. AIGC content released 28 works for the first time, and the AI long-form AI drama was scheduled for the National Day. Film and television industry chain.

2. [Computing power chips] The CPU concept and computing power chips are getting stronger. The word Hesheng New Materials rose and stopped, Cyclone Information rose and stopped 20CM, and Haiguang Information rose 3.87%. According to the news, Haiguang Information released the 1000 series CPU for physical world scenarios in Shenzhen today; the 2026 Yunqi Conference opened in Hangzhou today. The theme is “Use Smart”. Alibaba CEO Wu Yongming said he will fully invest in AI infrastructure construction.

3. [Pharmaceutical Biology] Active in tumor vaccines, biological products, etc. Cansino rose 10.05%, and Antu Biotech (in vitro diagnosis) rose 7.53%. According to the news, US stock Modena closed up 12.27% overnight, and market expectations for commercialization of mRNA cancer vaccines heated up; Cansino previously signed the “Strategic Cooperation Framework Agreement for Joint Development of Personalized mRNA Therapeutic Oncology Vaccines” with Depus Biotech on August 25.

Adjust the section

Sectors such as shipping ports, tourism and scenic spots, precious metals, transportation, glass, and steel registered the highest declines on the same day. The shipping port sector led the decline, with China Merchants Shipping falling 6.24%; the precious metals sector declined, and Shandong gold fell 2.42%. Influenced by recent successive signals of further interest rate hikes by Federal Reserve officials and the strengthening of the US dollar index, COMEX gold futures fell 0.99% overnight.