Global capital markets continued to rebound this week, with the recovery of risk preferences becoming the core variable that dominates the course. The nasdaq index runs the world with a weekly increase of 6. 84 per cent, while the korea composite index rose by 5. 68 per cent, with a 4. 54 per cent increase and 3. 19 per cent increase recorded in the standard 500 and road index, respectively. For europe, the german dax rose by 3. 77 per cent and the french cac 40 by 2. 0 per cent. In the asian market, the heterogeneity science and technology index rose significantly by 1. 03 per cent at 3. 75 per cent, and by 2. 73 per cent per day by 225. In brazil, the negative index of ibovespa fell by 0. 81 per cent, representing a small number of major equity indicators that recorded negative returns。
The primary driving force behind the current round is the gradual easing of the situation in the middle east. With the conclusion of a ceasefire agreement between the united states and iraq and the agreement to open negotiations, the nervous tension that had previously been strained by the expectations of a potential blockade of the strait of hormuz has been eased, providing a rare window of valuation restoration for growing assets. However, the international monetary fund continues to warn that the potential disturbance of energy prices on the inflationary path remains a risk of suspense over liquidity expectations。
On the a-stock side, the main indicators are up-line and the growth style of the small and medium-sized discs is up. The north certificate, 50, rose by 7. 43 per cent per week, the entrepreneurship plate by 6. 65 per cent, and the scientific foundation 50 by 4. 31 per cent and 4. 02 per cent, respectively. The increase of 3. 87 per cent and 3. 52 per cent, respectively, in certificates 1000 and 2000 was marked by a significant run-off of 300 per cent and the above-mentioned index。
At the thematic index level, the human robotic index increased by 3. 28 per cent and the deepseek index by 3. 21 per cent, respectively, while the dividend index increased only marginally by 0. 11 per cent. The high-equity defence plate is subject to financial transitions during the risk-heating phase, and market style shifts are evident。
The division pattern is very significant in the industry of shinwan. The communications sector was ranked high by 8. 40 per cent, with combined, electronic and electrical equipment increasing by 5. 96 per cent, 5. 95 per cent and 4. 77 per cent, respectively, and f-fdtl workers and non-ferrous metals recording more than 4 per cent. At the same time, petrochemicals fell by 3. 88 per cent, while plates such as food and beverages, coal, transport, etc. Were set back。
The explosion of the communication panel was driven by the excess expected performance of the light module lead. According to the mid-strategic quarterly, the same-year increase in earnings ranged from 192. 12 per cent to $19,496 million, the same-year increase in net profits for mothers from 26,228 per cent to $5,735 million, and single-season profits exceeded the full-year level in 2024. The company's advance payments increased more than tenfold over the previous period, releasing a clear signal of expansion. The policy of the inclusive calculator initiative of the ministry of overlay processing has been catalytic, with the cpo, light modules, computing leases and so on becoming the main thrust of the campaign。
The electronics industry follows closely, and semiconductor price hikes and domestic substitution are strongly supported. The global semiconductor industry chain has triggered a chain-wide price hike, particularly for the storage chips — a significant 90 to 95 per cent increase in conventional dram contract prices during the first quarter. Shannon cores are projected to increase net profits by a maximum of 87 times the same year. The new supply chain security regulations implemented by the state council have further strengthened the certainty of national production substitution. The triple logical resonance between the “upstream price hike + ai-led + national production substitution” has made the electronic plate central to the allocation of funds。
The power grid has benefited from a surge in performance and a recovery in industry. The annual growth of the ningdea season was between $5. 245 and $12. 9 billion, and net profits between $48. 52 and $20. 7 billion, both of which were record highs. The four-sector colloquiums promoted a shift towards quality priorities for the energy industry, with the expected accelerated release of large storage orders in the middle east and south-east asia, and the further opening of the recovery space for the valuation of the plates。
The financial context also confirms the strong position of the technology backbone. From 7 to 15 april, cumulative financing in the electronics sector led to a net purchase of $26,727 million, with electricity equipment and communications in two or three places, with net purchases exceeding $10 billion. Leverage is highly concentrated at the forefront of technology such as semiconductors and communications equipment. With regard to the port stock, the semiconductor material and equipment block has grown by 25 per cent this week, and the new head of the unit has grown significantly on the first day of the market, as can be seen from the global capital surge in the demand for ai hardware。
In the post-market outlook, the market is likely to maintain a pattern of shock rebounds, with structural patterns that feature prominently. On the technical side, the upper test index is re-established at the 4,000-point integer level, with the six-month line forming a short-term support near 4,000 points, and the 60-day mean line above constitutes the first pressure in the vicinity of 4056 points, with the prospect of challenging 4079 to 4090 points after the break。
The basic dimensions, the annual and quarterly intensive collections at the end of april, will replace the valuation expansion as the main pricing line, and the policy deployment of the central high-level meeting is expected to warm up during the same period. At the external level, attention needs to be paid to the fed's interest signals and the repeated risks of us-iraq negotiations. At the strategic level, it is recommended that the main lines of ai, semiconductor national production substitution and new energy technologies, with a strong focus on performance certainty, capture structural opportunities during fluctuations。
