牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 国庆中秋长假后第一个交易日，上证指数时隔十年再次突破3900点关口。而在9月份，股票 ETF市场迎来超千亿元资金进场布局。 据银河证券基金研究中心数据统计，股票ETF市场9月份合计"吸金"超1100亿元，这也是今 年继4月之后，股票ETF市场月度资金净流入再次突破千亿元。 从资金流向上看，跟踪港股通互联网指数、证券指数的ETF月度资金净流入超过百亿元，跟踪 中证A500指数、电池指数、黄金股指数的相关ETF也有较大的资金净流入。 股票ETF9月"吸金"超千亿元 9月最后一个交易日，股票ETF市场再现百亿元资金净流入，推动当月股票ETF资金净流入突 破千亿元大关。 据银河证券基金研究中心数据统计，股票ETF市场9月份合计"吸金"1113.64亿元。其中，9 月29日、9月30日，也就是9月最后两个交易日，连续出现百亿元级的资金净流入，分别为 123.51亿元、118.83亿元。 仅从9月30日看，债券与行业主题ETF净流入居前，分别达68.11亿元和67.48亿元。具体到 指数维度，跟踪中证短融指数的 ...

Core Viewpoint - The article highlights the performance of A-share indices in October over the past decade, indicating a mixed trend for the Shanghai Composite Index, while the Shenzhen Component Index and ChiNext Index show higher winning rates, particularly in specific sectors like semiconductors and automotive parts [1][5]. Summary by Sections A-share Index Performance - Over the past ten years, the Shanghai Composite Index has shown a 50% win rate in October, while the Shenzhen Component Index has a 70% win rate, and the ChiNext Index has a 60% win rate [2][5]. - The performance of these indices varies significantly, with notable years of decline in 2018, 2022, and 2023 for the Shenzhen and ChiNext indices [2][5]. Sector Performance - In the last five years, the semiconductor, other electronics, and automotive parts sectors have achieved a 100% win rate in October [1][5]. - Other sectors such as commercial vehicles, internet e-commerce, automation equipment, wind power equipment, consumer electronics, and components have an 80% win rate [5]. Investment Recommendations - Multiple brokerages suggest focusing on technology and "anti-involution" themes, especially during the third-quarter report window [6]. - The market is expected to maintain a trend of gradual upward movement, with key attention on third-quarter earnings reports and policy expectations [6][7]. - Key investment themes include AI capital expenditure, the "14th Five-Year Plan" expectations, and sectors likely to benefit from potential policy reversals related to "anti-involution" [7].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 人工智能再度大爆发！ 10月9日午后，人工智能概念股继续强势，板块涨停及涨幅超过10%的个股数量一度接近20只。工业富联、 中兴通讯、中芯国际、浪潮信息等大盘科技蓝筹持续拉升。与此同时，外围也传来三大重磅消息。 一是，针对人工智能泡沫，IMF、英国央行、牛津经济研究院等机构拉响警报； 二是，CoreWeave执行长Michael Intrator表示，大科技公司正在强化基础建设以服务客户，这些都是真 实需求驱动的建设，所谓的"循环"一说存在根本上的错误； 三是，据TechCrunch10月8日报道，OpenAI首席执行官Sam Altman在一档博客节目中透露，在未来几 个月里，还有大交易。 大面积涨停 人工智能概念今天再度表现强劲，盘中大面积涨停。不少大市值股票表现非常强劲，科创AI ETF一度飙升超 4%，科创50在此带动下一度涨超5%。 业内爆款不断，9月30日，AI大模型龙头公司OpenAI发布最新音视频生成模型Sora 2，其官方发布稿称， Sora 2相较此前模型在物理上更准确、更逼真、 ...

Core Viewpoint - The A-share market has entered a bullish phase, with the Shanghai Composite Index surpassing 3900 points for the first time since August 2015, indicating a significant market recovery and investor optimism [3][4]. Technology Sector - The technology sector is experiencing a strong rally, particularly in the semiconductor industry, with storage chips and advanced packaging leading the gains. Notable stocks such as Tongfu Microelectronics and SMIC have reached historical highs [6][7][10]. - Key drivers for the technology sector include price increases in storage chips, with major companies like Samsung and Micron announcing price hikes of 15% to 30% for DRAM and 5% to 10% for NAND flash [9][10]. Precious Metals Sector - The precious metals sector has seen substantial gains, with gold prices reaching new highs, surpassing $4000 per ounce during the National Day holiday. Major stocks like Sichuan Gold and Shandong Gold have hit their daily limits [12][15]. - China's gold reserves have increased, with the central bank adding 40,000 ounces in September, marking the 11th consecutive month of gold accumulation [15]. Industrial Metals Sector - The industrial metals sector is also performing well, with stocks like Yunnan Copper and Jiangxi Copper hitting their daily limits. Energy metals, including lithium stocks like Ganfeng Lithium and Tianqi Lithium, have shown significant increases [12][14]. Market Performance - The Shanghai Composite Index rose by 1.24% to close at 3931.07 points, while the Shenzhen Component and ChiNext Index increased by 1.75% and 1.77%, respectively. The market's half-day trading volume exceeded 1.72 trillion yuan [4].

Core Viewpoint - The A-share market is experiencing significant growth, leading to a record high in the total scale of ETFs, which reached 5.63 trillion yuan as of September 30, 2023 [3][5][4]. ETF Market Overview - The total scale of ETFs in the market has reached 5.63 trillion yuan, with stock ETFs exceeding 3.7 trillion yuan and bond ETFs surpassing 690 billion yuan, both marking historical highs [3][5][4]. - Year-to-date, the ETF market has seen a dual growth in both share and scale, with total shares increasing by 362.78 billion shares and total scale growing by 1.84 trillion yuan, representing increases of 13.72% and 48.47% respectively [7]. - The stock ETF segment has seen the largest scale growth, increasing by 820.82 billion yuan, while bond ETFs have experienced nearly a threefold increase, making them the fastest-growing segment [7]. Performance of Individual ETFs - The top three ETFs in terms of share growth are the Hong Kong Stock Connect Internet ETF from Fuguo Fund, the Securities Company ETF from Huabao Fund, and the Chemical ETF from Penghua Fund, with respective increases of 59.59 billion shares, 38.18 billion shares, and 23.06 billion shares [7]. - The largest scale increases were also seen in the same ETFs, with the Hong Kong Stock Connect Internet ETF growing by 75.46 billion yuan, followed by the CSI 300 ETF from Huatai Baichuan Fund and the CSI 300 ETF from Huaxia Fund, which grew by 65.95 billion yuan and 64.05 billion yuan respectively [7]. Trading Activity and New Issuances - The trading volume of ETFs has surged, with a total trading amount of 554.88 billion yuan as of September 30, 2023, reflecting a year-on-year increase of 32.30 billion yuan, or 139.32% [8]. - A total of 274 new ETFs have been issued this year, bringing the total number of ETFs in the market to 1,325 [8]. Emergence of Large-scale ETFs - The number of ETFs with a scale exceeding 100 billion yuan has increased to seven, with one additional ETF joining this category compared to 2024 [10]. - The largest ETF is the CSI 300 ETF from Huatai Baichuan Fund, with a scale of 425.58 billion yuan, followed by the CSI 300 ETF from Fuguo Fund at 304.80 billion yuan [12]. Future Outlook - The growth of the ETF market is supported by institutional investments from insurance, pensions, and individual investors, with ETFs becoming a key tool for wealth management and long-term investment strategies [3][7]. - The ongoing reforms in the capital market, particularly regarding the Sci-Tech Innovation Board and the Growth Enterprise Market, are expected to further enhance the attractiveness and competitiveness of the market, potentially leading to more ETFs entering the 100 billion yuan club [13].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 大家好，关注一下美联储的重磅消息。 10月9日凌晨， 美联储公布9月联邦公开市场委员会（FOMC）会议纪要。美联储官员们在9 月政策会议上表现出今年进一步降息的意愿，但同时也因通胀风险而保持谨慎。 重点内容如下。 美联储官员在上月的政策会议上表示，今年内有意进一步降息，但出于对通胀的担忧，许多 人仍保持谨慎态度。 根据联邦公开市场委员会9月16 日 —17日会议纪要，"多数人判断，在今年剩余时间进一步 放松政策可能是合适的"。会议记录还显示，"多数与会者强调通胀前景面临上行风险"。 与会官员以11比1的投票结果决定将利率下调25个基点至4%—4.25%的区间，这是今年的首 次降息。新上任的斯蒂芬·米兰（Stephen Miran）主张一次性降息50个基点，因而对该决定 投了反对票。 会议后发布的新预测显示，按中位数估计，官员预计到今年年底还将再降两次各25个基点。 不过，预测也体现出委员会内部的分歧：在19名与会者中，有6人预计2025年只会降息一次 或不再降息。 纪要称："与会者总体评估，近期指标 ...

Macro Economy - The State Council issued a notice to provide a 20% price evaluation discount for domestic products in government procurement, effective from January 1, 2026, aiming to create a unified and competitive government procurement market [2] - The People's Bank of China will conduct a 1.1 trillion yuan reverse repurchase operation on October 9, with a term of 3 months, to maintain liquidity in the banking system [3] - As of the end of September, China's gold reserves reached 74.06 million ounces (approximately 2303.523 tons), marking the 11th consecutive month of gold accumulation [4] - The National Development and Reform Commission has allocated 69 billion yuan in special bonds to support the consumption of old-for-new products, completing the annual target of 300 billion yuan [5] Global Market - COMEX gold futures have surpassed $4000 per ounce for the first time in history, with Goldman Sachs raising its gold price forecast for the end of 2026 to $4900 per ounce, an increase of $600 from the previous estimate [6][8] - The price of spot gold has risen nearly $1400 per ounce this year, with a year-to-date increase of over 52% [8] Company Focus - OpenAI announced a significant partnership with AMD to deploy a total of 6 gigawatts of AMD GPU computing power, with the first phase of deployment planned for the second half of 2026 [25] - Tesla plans to launch its third-generation humanoid robot by the end of 2025, with a production target of 1 million units by 2030 [28] - New energy vehicle sales for BYD in September decreased by 5.52% year-on-year, with total sales of 396,300 units [32] - New energy vehicle startups such as Leap Motor and Xpeng reported record monthly deliveries in September, with Leap Motor exceeding 60,000 units for the first time [31]

Group 1 - The article highlights the end of the National Day holiday and the return to work, prompting readers to reflect on their holiday experiences and financial insights [2] - It encourages participation in an activity organized by Tian Tian Fund in collaboration with six fund companies, offering a chance to win rewards totaling 30,000 yuan [2]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 长假将尽，对股民——尤其只做A股的朋友们来说，好消息是： 终于要开盘了，不用看外围市场的热闹了！ 但久违的忐忑也随之而来，比如不少人担心： 节前红盘作收的A股市场， 节后首日 会不会"复刻 " 去年的走法？ | F9 不复权 超级叠加 画线 工具 ② | 广山十信零 | | 000001 | | | --- | --- | --- | --- | --- | | | | | +20.25 +0.52% | दों | | 2025/04/11-2025/09/30(119日) | | | | | | | | 15:00:09 交易中 | | 沪深市场核心指数 / ● + | | | | | | 9732.75亿 | | | | | | 569.73亿 | | | | | | 3869.70 ( 0.19%) | | 3800.00 | | | | 3887.57 ( 0.65%) | | | | | | 3866.28 ( 0.10%) | | | | | 16.6 市海率 | 1.50 | | | ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 10月8日，港股市场低开低走，截至11时，恒生指数跌0.9%，报26715.17点，恒生国企指数 跌0.79%，报9497.87点，恒生科技指数跌0.85%报6494.82点。 据招股书显示，长风药业专注于呼吸系统疾病治疗领域，主要从事吸入技术及吸入药物的研 发、生产及商业化。公司开发以患者为中心的新型疗法，以治疗部分最严重的呼吸系统及肺部 疾病，已拥有覆盖广泛患者、医学专科及治疗领域的产品组合，包括6个获国家药监局或FDA批 准的产品，以及20多款正在中国、美国及欧洲等主要市场和东南亚及南美等新兴市场进行全球 开发的产品，其多款产品处于临床试验后期阶段或PK-BE试验中，即将注册和商业化。 招股书显示，2022年、2023年、2024年以及2025年一季度，长风药业分别实现营业收入约 3.49亿元（人民币，下同）、5.56亿元、6.08亿元和1.36亿元；净利润分别为-4939.9万元、 黄金板块强势大涨 10月8日，港股黄金及贵金属板块走强。赤峰黄金，中国白银集团，紫金黄金国际、山东黄金 等个股 ...