A-share Market Open Express | All three major indices open higher, computing power chip concept leads gains

Title context: A-share Market Open Express | All three major indices open higher, computing power chip concept leads gains Text: On September 22, the Shanghai Composite Index opened 0.35% higher at 3963.81 points, the Shenzhen Component Index opened 0.94% higher at 13858.62 points, and the ChiNext Index opened 1.37% higher at 3446.33 points. The STAR 50 opened 2.51% higher at 1699.05 points. As of 9:34, a total of 2,696 stocks in the Shanghai and Shenzhen markets rose, 2,580 fell, and 291 were flat. Top gainers: semiconductors, components, real estate services, CPU concept, AI computing power chips, electronic cloth, etc.; top decliners: CRO concept, coal, shipping, grain concept, livestock breeding, tourism, etc. Market conditions Today, the four major indices opened higher collectively, with the STAR 50 leading with a 2.51% gap-up, the ChiNext Index up 1.37%, the Shenzhen Component Index up 0.94%, and the Shanghai Composite Index up 0.35%. After the open, the structure diverged, with the Shanghai Composite Index lacking upward momentum and falling below its opening price, while the Shenzhen Component Index and ChiNext Index moved further higher from their opening prices. As of 9:34, the Shanghai Composite Index rose 0.19% to 3957.58 points, the Shenzhen Component Index rose 1.13% to 13885.52 points, the ChiNext Index rose 1.74% to 3458.60 points, and the STAR 50 rose 2.49% to 1698.68 points. At the sector level, the computing power hardware direction strengthened in a concentrated manner, with the CPU concept up 6.99%, ranking first among concept sectors, AI computing power chips up 2.87%, and electronic cloth up 2.47%; on the industry side, real estate services rose 3.06%, components rose 2.81%, and semiconductors rose 2.11%. The pharmaceutical direction, which had led gains on September 21, saw a pullback, with the CRO concept among the top decliners, while coal, shipping, grain concept, livestock breeding, tourism, and others declined in tandem. As of 9:34, there were 22 limit-up stocks and 1 limit-down stock in the Shanghai and Shenzhen markets. Overnight news briefs U.S. tech stocks surged across the board: at the close on September 21 U.S. Eastern Time, the Nasdaq rose 2.26% to 27122.09 points, a record closing high, the Philadelphia Semiconductor Index rose 4.29%, and Advanced Micro Devices' market value exceeded $1 trillion for the first time. The October contract for WTI crude oil futures fell 4.51% to $95.78 per barrel. The central bank held a symposium with foreign financial institutions: the People's Bank of China held a symposium with foreign financial institutions on September 21. Governor Pan Gongsheng said that a moderately loose monetary policy will be implemented well and that the two-way opening of the financial market will be steadily expanded. That day, the central bank conducted RMB 165 billion of 7-day reverse repurchase operations, with a single-day net injection of RMB 165 billion, while the September LPR remained unchanged. The humanoid Siasun Robot&Automation industry chain received a catalyst: Tesla's Siasun Robot&Automation team launched a new round of mass-production factory audits for its Siasun Robot&Automation business in Ningbo last week and visited supply chain companies in Yangtze River Delta regions such as Hangzhou and Shanghai. The audits involved production line quality and compliance assessments; a number of supply chain companies had previously received Tesla humanoid Siasun Robot&Automation orders. Trend assessment Today, the four major indices opened higher collectively, with the gap-up magnitudes of the STAR 50 and ChiNext Index noticeably larger than that of the Shanghai Composite Index, and funds concentrated in directions such as computing power chips, semiconductors, and components; the pharmaceutical direction, which had led gains on September 21, pulled back at the open. The driver came from an improvement in the overnight external environment: the surge in U.S. tech stocks boosted global AI computing power sentiment, the sharp pullback in international oil prices eased inflation concerns, and the central bank's consecutive net injections supported the quarter-end funding situation. CME interest rate futures show that pricing for another Federal Reserve rate hike in October is about 56%, still a disruptive factor. Institutional consensus leans toward balanced allocation, holding that whether the recovery rally can continue depends on whether the decline in overseas interest rates and oil prices can persist, and the index may seek direction amid volatile rotation.