三星電子股價在Nextrade盤前交易中下跌4.5%。

CITIC Securities says market style is entering a phase test and capital flows may produce a 'high-to-low' rotation. It flags the consumer sector as underweight, lowly valued, relatively high-yielding and sensitive to potential policy support, making sector rebalancing attractive. Recommended allocation themes: supply-side reversal in agriculture (livestock), structurally expanding service consumption, valuation-driven defensive staples, and new consumption as a long-term structural opportunity.

滬深兩市成交額連續第60個交易日突破2萬億元，較上個交易日放量超1300億元。