Market Performance - The A-share market opened positively after the holiday, with the Shanghai Composite Index rising by 1.32%, reaching its highest level since August 2015 [2] - The Shenzhen Component Index increased by 1.47%, while the ChiNext Index rose by 0.73% [3] - A total of 100 stocks hit the daily limit up, and over 3100 stocks experienced gains [5] Sector Performance - The non-ferrous metals and nuclear power sectors saw significant gains, while the semiconductor industry experienced a notable decline in the afternoon [5] - The real estate, tourism, and film sectors generally fell [5] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.65 trillion yuan, an increase of 471.8 billion yuan compared to the previous trading day [5] Capital Flow - Major capital inflows were observed in the non-ferrous metals, power equipment, and computer sectors, while there were outflows from the securities, automotive, and semiconductor sectors [7] - Specific stocks with net inflows included ZTE Corporation, Northern Rare Earth, and Hikvision, with inflows of 3.028 billion yuan, 2.658 billion yuan, and 1.361 billion yuan respectively [7] - Stocks with net outflows included Seres, SMIC, and Sungrow Power, with outflows of 2.52 billion yuan, 1.996 billion yuan, and 1.796 billion yuan respectively [7] Institutional Insights - CITIC Securities indicated that heavyweight stocks are driving the index higher, and the market is expected to continue its upward trend in the fourth quarter [8] - Guodu Securities noted that the overseas equity markets experienced a general rise during the National Day holiday, and the foundation for the current slow bull market remains intact [8] - The focus remains on the technology sector, with expected differentiation within the sector, emphasizing the importance of capturing high-growth areas [8] - Guojin Securities projected accelerated capital expenditure during the 14th Five-Year Plan, highlighting the active potential of the controllable nuclear fusion industry chain [8]

美元资产前景如何？ 戴旻对第一财经分析称，从宏观经济基本面来看，美国整体经济目前仍处于比较偏稳健的阶段。一方 面，美股上市公司的盈利预期从4月"对等关税"宣布后，起初有所下调，但从4月至今，企业盈利增长预 期一直在往上调，三季度盈利预测约在7%~10%之间。此后，如果利率中枢进一步下行，会对盈利产生 更多支撑。另一方面，虽然美国劳动力市场各项数据在走弱，但总体仍处在一个基本平衡的状态。 结合两方面来看，美国整体仍处在向上的经济周期中，只是增长速度会放缓。此外，这种趋势也受到全 球人工智能（AI）发展周期的推动，AI上游的半导体、芯片目前处于上行周期。AI从2022年底到2023 年初开始发展，去年7月到今年4月，半导体行业处在一个短暂下行周期，但从今年5月开始基本从底部 恢复了。AI周期与宏观周期叠加，使得美国市场面对的基本面处于虽然放缓、但仍稳健的状态。 美联储近期终于重启降息，且后续降息路径基本符合市场此前预期。从股票、信贷再到贵金属，许多资 产价格都被推至历史新高或多年最高水平，市场遍布乐观情绪。虽然美联储降息周期对全球市场和风险 情绪是一大利好，但本轮降息又伴随着对美联储独立性受干预的担忧。此外，特朗 ...

10月9日，A股节后开门红，截至收盘，上证指数收涨1.32%，刷新2015年8月以来新高；深证成指涨 1.47%，创业板指涨0.73%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3 | 3933.97 | 51.20 | 1.32% | | 399001 | 深证成指 | nov | 13725.56 | 199.05 | 1.47% | | 399006 | 创业板指 | row | 3261.82 | 23.66 | 0.73% | | 000688 | 科创50 | participal | 1539.08 | 43.79 | 2.93% | 盘面上，有色金属、核电板块上演涨停潮。半导体产业链午后明显回落，地产、旅游、影视板块普遍下 挫。 沪深两市成交额2.65万亿，较上一个交易日放量4718亿。全市场超3100只个股上涨。 主力资金全天净流入有色金属、电力设备、计算机等板块，净流出证券、汽车整车、半导体等板块。 具体到个股来看，中兴通讯、北方稀土、海康威视获净流入 ...

（头图由AI生成） 10月9日午后，黄金股涨势延续，四川黄金、山东黄金、中金黄金等10余股涨停。 | 代码 | 名称 | 涨幅 % v | 现价 | 主力净量 | 主力净流入 | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | +10.93% | 30.85 | 0.94 | 6722.79万 | | 002266 | 浙富控股 | +10.12% | 4.46 | 0.87 | 1.89亿 | | 603077 | 和邦生物 | +10.10% | 2.29 | 0.98 | 1.99亿 | | 000630 | 铜陵有色 | +10.07% | 5.90 | 0.29 | 1.89亿 | | 603588 | 高能环境 | +10.06% | 7.88 | 0.43 | 5137.70万 | | 000878 | 云南铜亚 | +10.01% | 19.23 | 0.45 | 1.75亿 | | 603257 | 中国瑞林 | +10.01% | 69.92 | 3.28 | 5658.28万 | | 000426 | 兴业银锡 | +10. ...

Core Insights - The global innovation center is experiencing a historical shift from the Western world to China, with China now leading in 59 out of 64 high-tech fields tracked, compared to only 5 before the Beijing Olympics [2][4] - Approximately 75% of global patent applications originate from China, driven by high-quality research and a strong foundation of R&D personnel with higher education backgrounds [4] Group 1: Importance of Policy Planning - Forward-looking government policy planning is crucial in the process of technological innovation, as public funding often supports the research labs that develop cutting-edge technologies [5] Group 2: Role of Education - Education plays a vital role in preparing young innovators, with an emphasis on becoming true experts in fields of interest rather than just hard work [7] - China's leading position in many high-tech fields is attributed to its strong STEM education system and world-class research universities [7] Group 3: Pathway for Young Innovators - Young tech entrepreneurs are advised to focus on deepening their technical expertise and establishing a foothold in the Chinese market before expanding globally, as the large domestic market provides an excellent testing ground for technology and business model validation [9]

美东时间10月8日（周三），黄金延续创新高的势头。现货黄金一度触及4050美元/盎司，COMEX黄金 期货涨1.40%报4060.60美元/盎司。 北京时间10月9日，黄金早盘跳水，现货黄金、COMEX黄金期货双双走跌。国内品牌金饰价格报价继 续上调。 截至发稿，据中新经纬，周生生足金饰品报价1174元/克，相较前一日1165元/克涨9元/克，而对比10月1 日1030元/克报价涨了44元；老庙黄金报价1176元/克，相较于前一日1160元/克上涨16元/克，而对比10 月1日1125元/克上涨51元/克。 ...

10月9日，ABB中国官方微信公众号透露，ABB已签署协议将其机器人业务单元出售给软银集团，企业 估值53.75亿美元，不再推进此前拟定的机器人业务独立上市计划。该交易尚需获得监管机构批准，预 计将于2026年中后期完成。ABB是全球四大机器人公司之一，其机器人业务单元2024年收入为23亿美 元。（第一财经记者 王珍） ...

10月9日，第一财经记者独家获悉，为增加对海外市场的重视和投入，OPPO首席产品官刘作虎将分管 海外各大区市场，高级副总裁段要辉将兼管总部营销服团队。目前，OPPO业务覆盖全球70余国，海外 营收占比已超60%。（第一财经记者 李娜） ...

10月9日盘中，沪指时隔十年突破3900点整数关口，截至发稿，涨0.59%，报3905.52点。 （头图由AI生成） ...

10月9日盘初，蓝丰生化跳水，一度触及跌停，上演"天地板"。 （头图由AI生成） | < W | | 蓝丰生化(002513) | | | | | --- | --- | --- | --- | --- | --- | | | | 交易中 10-09 09:34:12 | | | | | 9.49 | | 股本 3.56亿 市盈 额 3.41亿 | -21 | 万得 | | | | | | | 盘口 | | | -0.91 | -8.75% | 换 12.74% 市值 34亿 市净 | -58 | | | | 分时 | 五日 日K | 周K 月K | 申名 | | | | 叠加 | | 均价:10.11 | 盘口 | 资金 | | | 11.44 | | 10.00% 卖五 | | 9.55 | 58 | | | | | | 9.53 | 484 | | | | | | 9.52 | રેસ | | | | | | 9.51 | 10 | | 10.40 | | 0.00% 买一 | | 9.50 | 117 | | | | | | 9.49 | 4 | | | | | | 9.47 | 173 | | | ...