Core Viewpoint - The article discusses the recent policy support for the digital economy, particularly focusing on the "Action Plan for Deepening Smart City Development and Promoting Comprehensive Digital Transformation" released by multiple government departments, which aims to enhance the role of data in urban economic and social development [3][4][5]. Group 1: Policy Initiatives - The Action Plan aims for significant progress in data-driven urban development by the end of 2027, with goals including efficient handling of key urban events and high-frequency public services [4]. - By 2035, the plan envisions the emergence of modern cities with international competitiveness and global influence [4]. - The plan emphasizes the integration of artificial intelligence in education and public services, promoting applications like "AI + education" and "one network for all learning" [4][5]. Group 2: Digital Economy and AI Development - The plan encourages the creation of new digital life scenarios in sectors like culture, sports, and consumption, leveraging AI for content creation and service enhancement [5][6]. - It supports the digital transformation of traditional business districts and the development of smart stores and AI product experience centers [5]. - The government aims to foster a data factor market and promote the integration of data industries with low-altitude economy, unmanned driving, and embodied intelligence [5][6]. Group 3: Market Response - AI concept stocks have shown strong performance, with several stocks hitting the daily limit up, indicating positive market sentiment towards AI-related investments [3][8]. - The government is committed to enhancing the innovation ecosystem for AI, focusing on foundational research and the development of new models and algorithms [8][9]. - Analysts suggest that the current low penetration of AI models indicates significant growth potential, with capital expenditures expected to rise alongside revenue growth from AI applications [9].

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！ 美东时间10月30日（周四），美国三大股指全线收跌，Meta和微软等科技巨头的财报令股指 承压。Meta大跌超11%，市值一夜蒸发2140亿美元（约合人民币1.5万亿元）。铜价从创纪 录高点回落。 三大股指全线收跌 截至收盘，道指跌0.23%，报47522.12点；标普500指数跌0.99%，报6822.34点；纳指跌 1.57%，报23581.14点。 美国联邦政府的"停摆"状况于10月29日已持续至第五周。当天，国会预算办公室在一封公开 信中发出警告："若停摆状况持续下去，可能会对美国经济造成70亿至140亿美元的损失。" 美国副总统JD·万斯指出，政府若持续停摆，可能在繁忙的节日期间引发出行难题。白宫正努 力在资金僵局问题上对民主党施加更大的压力。 高盛集团的首席执行官苏德巍在周四发出警告："如果 美国经济增长迟迟不能改善 ，目前不 断攀升的债务水平可能会导致经济面临'清算'的风险。" Meta暴跌超11% 大型科技股多数下跌，脸书跌超11%，特斯拉跌超4%，亚马逊跌逾3%，微软跌近3%，英伟 ...

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！ 美政府"停摆"或致高达140亿美元经济损失 10月29日，美国联邦政府"停摆"进入第五周。国会预算办公室当天在一封公开信中警告，如 果"停摆"持续，可能给美国经济造成70亿至140亿美元的损失。 一起来看下海外的最新消息。 美参议院通过终止特朗普全面关税政策决议 据央视新闻报道，当地时间10月30日，美国参议院以51票赞同、47票反对的结果通过决议， 终止美国总统特朗普在全球范围内实施的全面关税政策。 据悉，美国参议院宣布，已批准终止总统为实施全球关税而宣布的国家紧急状态的联合决 议。本周早些时候，参议院已通过两项决议，旨在取消对加拿大和巴西征收的关税。 据悉，这些决议接下来还须经众议院表决。但此前众议院共和党人已多次阻止推翻关税的立 法行动，这些决议预计很难在众议院获得投票表决。即便众议院最终通过，国会仍需三分之 二绝对多数才能推翻总统否决。 此前，美国政府对巴西加征50%关税措施遭参议院"象征性"否决。 当地时间10月28日获悉，美国参议院通过一项法案，阻止特朗普政府对巴西征收关税。该法 案以5 ...

Core Viewpoint - The overall sentiment among fund companies regarding the A-share market is optimistic or moderately optimistic, driven by policy support, ample liquidity, a clear technology theme, and a phase of external environment improvement, suggesting a potential for a fluctuating upward trend in the market [2][10]. Market Outlook - Most fund companies expect the market to maintain a fluctuating upward trend, with a short-term neutral outlook and a long-term bullish perspective, predicting a breakthrough of 4200 points next year, with a fluctuation lower limit of 3500-3600 points [2][10]. - There is a structural bull market, with traditional sectors having a reduced impact on the index, necessitating a focus on industrial trends for investment [2][10]. Cautious Sentiment - Some public funds hold a neutral view on the short-term market, expressing concerns about weak economic fundamentals and the difficulty of improving risk appetite, which may lead to increased market volatility [3][10]. - The core driving force for the A-share market in Q4 is expected to be liquidity easing, but the difficulty in enhancing risk appetite is noted [3][10]. Sector Analysis - The semiconductor sector is widely favored by public funds, with expectations of a cyclical recovery driven by self-sufficiency policies. However, a few funds express caution regarding short-term performance due to valuation concerns and geopolitical risks [4][10][11]. - The computing power sector, driven by the AI wave, is highlighted as a key investment area, with sustained high demand for global computing power. Some funds maintain a neutral or cautious stance on short-term performance, warning of potential overheating risks [6][10]. - Gold is viewed as having long-term allocation value, although some institutions are cautious about short-term trends due to concerns over crowded trades and technical overbought conditions [6][10]. - In the non-ferrous metals sector, there is optimism about continued industry prosperity, particularly for copper and aluminum, but some institutions caution against short-term risks such as rapid price increases and macroeconomic uncertainties [7][11]. Conclusion - Overall, while public funds maintain a strategic optimism as the Shanghai Composite Index surpasses 4000 points, they remain vigilant about structural risks, advising investors to consider valuation, industry prosperity, and policy rhythms when engaging with popular sectors [11].

-创业板指 -- 上市公司数 总市值(万亿元) -- 创业板 上市公司 涨幅TOP10 涨幅 (%) 总市值(亿元) 所属行业 股票名称 新易盛 22493.35 4037 通信 5786 中际旭创 17072.40 通信 链接您与财富 市场有风险 给资雪谨慎 创业板开而16周 涨幅前10公司分布在5个行业 2009年10月30日创业板开市,发展至今已经16周年。当前创业板上市 公司数量已达1389家，总市值突破18万亿元。 4500 18.0820 4000 18 716 ER 7 3500 3000 12 2500 10 2000 8 1500 1000 500 2 O 2017-02-20 22:22:22:22 2017-08-20 20:00:00 2 创业板指于2010年6月1日正式发布，初始点数为1000点，截至10月29日，最新点数为3324.27点。 | 胜宏科技 | 10535.52 | 2950 | 电子 | | --- | --- | --- | --- | | にFC 天孚通信 | 8912.57 | 1512 | は 通信 | | EVE 亿纬锂能 | 8434.99 | 1710 ...

在天天基金社区中，始终活跃着一批乐于分享的用户和机构。他们持续输出高质量内容，用扎实 的分析解读财经动态，以真诚的态度分享投资心得，成为大家投资路上可靠的伙伴。 2025年三季度，我们见证了众多创作者的坚持与付出。天天基金社区从多个维度对创作者进行综 合评分，评选出了本季度的优质机构账号与创作者账号，共设立六大榜单，分别是： 机构暖心陪 伴榜、热门讨论榜、优质互动经理人、社区热门圈友、涨粉先锋以及影响力牛人 。我们希望通过 这份榜单，为大家在投资旅程中点亮一盏引路的明灯。 这份榜单旨在汇聚社区中的点点星光，既是一份真诚的致意，也是一个连接彼此的桥梁。现在， 让我们一起来看看本季度的上榜机构和创作者吧！ 一、季度暖心陪伴榜 三、季度优质互动经理人 及时解读市场热点，耐心回应投资者疑问，他们是： 持续分享投资策略，与投资者相伴而行，他们是： 其金 2025Q3·天天基金社区 腰儿磨能荐 投资策略持续更新 机构暖心同路行 易方达基金 卡里蜜等 友基論 暖心值44722 暖心值42355 暖心值44168 汇添富基金 银束事会 表意音等 暖心值42182 暖心值38995 暖心值35569 富国基金管理有限公司 南方 ...

10月30日，市场震荡调整，三大指数盘中均出现跳水，创业板指跌近2%，沪指失守4000点。截至收 盘，沪指跌0.73%，深成指跌1.16%，创业板指跌1.84%。 板块方面，能源金属、钢铁、量子科技、电池等板块涨幅居前，CPO、游戏、煤炭等板块跌幅居前。 全市场4100只个股下跌。沪深两市成交额2.42万亿元，较上一个交易日放量1656亿。 如大家所见，早盘还算"风平浪静"的A股，下午一开市就来了波急跌。 15分钟内，沪指从4018点快速跌至3984点，然后震荡回升。深指、创指也同步被砸出日内低点。 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！ 这里，发生了什么呢？ 事后来看，盘中并没有什么利空，更多是各方在解读重磅消息；主要股指也试图修复，可惜二度回落。 值得关注的是， 13:00开始，人民币汇率出现异动 。一些对汇率比较敏感的资金（尤其外资），很可能 被动触发了"离场"条件。至于为何汇率出现短线异动，后续又是否会扭转趋势，目前难以定论。 从走势的相关性来看，午后市场下跌，多半 受到这部分资金卖出的影响 。 进一步讲，这还 反映了当下市场情绪 ...

市场有风险 给资雪谨慎 链接您与财富 创业板开而16周 涨幅前10公司分布在5个行业 2009年10月30日创业板开市,发展至今已经16周年。当前创业板上市 公司数量已达1389家，总市值突破18万亿元。 4500 18.0820 4000 18 716 ER 7 3500 3000 12 2500 10 2000 8 1500 1000 500 2 O 2017-02-20 22:22:22:22 2017-08-20 20:00:00 2 -创业板指 -- 上市公司数 总市值(万亿元) -- 创业板 上市公司 涨幅TOP10 涨幅 (%) 总市值(亿元) 所属行业 股票名称 新易盛 22493.35 4037 通信 5786 中际旭创 17072.40 通信 | 胜宏科技 | 10535.52 | 2950 | 电子 | | --- | --- | --- | --- | | にFC 天孚通信 | 8912.57 | 1512 | は 通信 | | EVE 亿纬锂能 | 8434.99 | 1710 | 电力设备 | | 同花顺 | 6745.23 | 2082 | 计算机 | | 长川科技 | 6393 ...

Core Viewpoint - The article discusses the significant developments in NVIDIA's business strategy, particularly its transition from a chip manufacturer to a comprehensive AI infrastructure provider, and highlights the potential benefits for companies in the AI computing industry chain [6][9]. Group 1: NVIDIA's Business Developments - NVIDIA's CEO Jensen Huang predicts that the company's business scale will reach $500 billion over the next six quarters, with plans to ship 20 million Blackwell and Rubin GPUs [3]. - NVIDIA's stock price surged, becoming the first company to exceed a market capitalization of $5 trillion [3]. - The company is collaborating with major firms to build a complete AI computing ecosystem, countering claims of an AI bubble by emphasizing the ongoing demand for AI services [6]. Group 2: Strategic Partnerships and Projects - NVIDIA announced a partnership with Oracle to build the largest AI supercomputer for the U.S. Department of Energy, equipped with 100,000 Blackwell GPUs [7]. - A collaboration with Palantir aims to integrate NVIDIA's GPU capabilities into Palantir's AI platform, enhancing data processing and AI-driven automation [7]. - A partnership with Eli Lilly will create a supercomputer powered by over 1,000 Blackwell Ultra GPUs for drug discovery and development [7]. Group 3: AI and 6G Technology Integration - NVIDIA is investing $1 billion in Nokia to jointly develop an AI-native 6G network platform [8]. - The introduction of NVQLink technology aims to connect quantum processors with GPU supercomputers, gaining support from 17 quantum computing companies [8]. Group 4: Industry Beneficiaries - Several A-share listed companies are well-positioned to benefit from the intensifying AI computing competition and the expansion of global AI infrastructure [10]. - Industrial Fulian reported a 65% year-on-year increase in cloud computing revenue, driven by strong demand for AI cabinet products [10]. - The company anticipates continued growth in AI server business, with significant contributions expected from new product lines [11]. Group 5: Technology and Product Innovations - Companies like Zhongji Xuchuang and Xinyi Sheng are developing high-performance optical modules and products for AI clusters and cloud data centers [12][13]. - Victory Technology has become a core partner for major tech firms, focusing on advanced circuit board manufacturing for AI and next-generation communication technologies [12].