| 中芯国际 | 84.550 | -5.53% | | --- | --- | --- | | HK 0981 | | | | 华虹半导体 | 85.800 | -5.77% | | HK 1347 | | | | 上海复旦 | 45.040 | -5.02% | | HK 1385 | | | | 宏光半导体 | 0.580 | -6.45% | | HK 6908 | | | （头图由AI生成） 10月9日，半导体产业链临近尾盘走低，中芯国际回落至平盘附近，早盘一度涨9%；华虹公司炸板后涨幅收窄至12%，寒武纪、澜起科技等均有不同程度 走弱。 | 中芯国际 | 142.18 | 1.46% | | --- | --- | --- | | 科 688981 | | | | 华虹公司 | 128.63 | 12.28% | | 科 688347 | | | | 寒武纪-U | 1337.53 | 0.95% | | 科 688256 | | | | 澜起科技 | 157.36 | 1.65% | | 科 688008 | | | 港股方面，半导体板块午后齐跌，华虹半导体跌近6%，此前一度涨超9%；中芯国际跌 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月9日，科创创业ETF（588360）开盘涨0.70%，报1.013元。科创创业ETF（588360）重仓股方面，宁 德时代开盘跌0.50%，中芯国际涨2.76%，迈瑞医疗跌0.69%，海光信息涨3.72%，中际旭创涨3.80%，新 易盛涨2.25%，寒武纪涨2.68%，汇川技术涨1.17%，阳光电源跌0.06%，澜起科技涨4.65%。 科创创业ETF（588360）业绩比较基准为中证科创创业50指数收益率，管理人为国泰基金管理有限公 司，基金经理为黄岳，成立（2021-06-29）以来回报为0.41%，近一个月回报为13.65%。 来源：新浪基金∞工作室 ...

来源：新浪基金∞工作室 10月9日，半导体龙头ETF（159665）开盘涨2.72%，报1.999元。半导体龙头ETF（159665）重仓股方 面，中芯国际开盘涨2.76%，海光信息涨3.72%，寒武纪涨2.68%，北方华创涨1.03%，豪威集团跌 2.98%，澜起科技涨4.65%，中微公司涨1.68%，兆易创新涨4.08%，长电科技涨2.77%，紫光国微涨 1.65%。 半导体龙头ETF（159665）业绩比较基准为国证半导体芯片指数收益率，管理人为工银瑞信基金管理有 限公司，基金经理为史宝珖，成立（2022-12-22）以来回报为94.23%，近一个月回报为14.45%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

大盘加速突破！ 10月9日早盘， 沪指突破3900点整数关口，为10年来首次，日内涨幅0.58%。深成指涨超1%，创业板指涨超1%。科创50更是大涨超 5%，半导体产业链持续大爆发。在A股带动之下，香港市场亦由跌转涨。A50大涨超1%。 分析人士认为，市场加速突破，主要有两大原因：一是融资盘加速回补可能是主因，节前最后一个交易日，两市融资余额减少近338 亿元；二是节后外围市场普遍造好，人工智能爆款不断，有色金属迭创新高，给市场提供了炒作的土壤。 加速了！ 10月9日，科创50大涨逾5%，半导体产业链涨势扩大，芯原股份涨超15%，芯联集成、中微公司、澜起科技、拓荆科技涨幅居前。 存储芯片又是重要主线，华虹公司逼近20%涨停，雅克科技、深南电路、通富微电、赛腾股份、太极实业集体封板；兆易创新冲击 涨停，股价创历史新高。 | 33 אתמאס שדחלט אדמלו אדמל אדמו ויית | 刷快 登加 里牌 流订 图浅 你汇 十日匹 返回 | 科目50 000688 | | | --- | --- | --- | --- | | 科创50 分时 成交额(万) 1582 | 十年 24 5.82% | 1 ...

（文章来源：每日经济新闻） 信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数从沪深市场中选取涉及半导体、软件 开发、计算机设备等信息技术领域的上市公司证券作为指数样本，侧重反映信息技术创新主题的整体表 现。指数成分股平均市值较大，行业配置以半导体和软件开发为主，同时涵盖计算机设备及IT服务等领 域，全面展现信创产业的多元化发展格局。 国投证券指出，9月29日，DeepSeek正式发布 DeepSeek-V3.2-Exp 模型，这是一个实验性 （Experimental）的版本。作为迈向新一代架构的中间步骤，V3.2-Exp在V3.1-Terminus的基础上引入了 DeepSeek Sparse Attention（一种稀疏注意力机制），针对长文本的训练和推理效率进行了探索性的优化 和验证。在新模型的研究过程中，公司使用高级语言 TileLang 进行快速原型开发，以支持更深入的探 索。此次DeepSeek使用的TileLang是由北京大学计算机学院杨智副教授团队主导开发的一款开源AI算子 编程语言，其核心价值在于能够将高级别的数据流描述，自动转换并优化为高效的底层代码（如CUDA 或A ...

Group 1 - Nikkei 225 index surged 4.75% to reach a historical high, while Hang Seng Index rose 9.3% during the holiday, indicating strong performance in overseas markets [1] - A-share market has a historical trend of over 70% probability of rising in the first week after National Day, with three main drivers identified for a potential rebound [3] - The probability of a Federal Reserve rate cut in November has risen to 94%, leading to a shift of global funds from high-yield assets to emerging markets, with Chinese assets becoming a focal point [3] Group 2 - Domestic policies and liquidity are crucial for stabilizing the A-share market, with the central bank injecting 300 billion yuan in liquidity through reverse repos [5] - Various policy measures have been implemented, including tax refunds for semiconductor equipment purchases and consumer subsidies, creating a supportive environment for market recovery [5] - Industrial profits showed a significant turnaround, with a 20.4% year-on-year increase in August, ending three months of negative growth [5] Group 3 - The AI sector is experiencing growth, with AMD and OpenAI entering a multi-billion dollar partnership, driving global demand for computing power [7] - The penetration rate of domestic AI chips is expected to rise from 12% in 2024 to 28% in 2025, with private equity firms showing strong confidence in the technology sector [7] - Historical data indicates a 60% probability of the Shanghai Composite Index rising in the first five trading days after National Day, with an average increase of 1.41% [7] Group 4 - Analysts suggest the market has entered a "fundamentally driven bull market phase," with technology leading the way, while consumer and financial sectors are expected to catch up [9] - Semiconductor equipment companies are likely to benefit from policy subsidies, with firms like North Huachuang and Changchuan Technology showing strong profit growth [9] - The valuation of technology stocks remains low, with the computer industry PE at 38 times, below the 50th percentile since 2015 [9] Group 5 - Consumer sectors such as liquor and new energy are expected to benefit from seasonal demand and foreign capital inflow, supported by fiscal subsidies [11] - Financial sectors, including brokerage firms and banks, are positioned to gain from improved market sentiment and increased trading volumes [11] - Concerns exist regarding whether high valuations in technology stocks have already priced in future growth, especially if foreign capital takes profits [11]

Core Insights - The AI sector is experiencing significant growth, with the Shanghai Stock Exchange's Sci-Tech Innovation Board AI Index rising by 1.28% as of October 9, 2025, driven by strong performances from key stocks like Chipone Technology and Lattice Semiconductor [2] - OpenAI has made notable advancements, including the launch of its video generation model Sora 2.0, which is expected to revolutionize the video generation field [4] - Citigroup analysts have raised their AI capital expenditure forecast for 2026 from $420 billion to $490 billion, indicating a growth expectation of 24%, surpassing the current market consensus of 20% [3] Industry Developments - Ant Group's AI model Ring-1T, with a parameter count of 1 trillion, was announced as open-source on September 30, 2025, highlighting advancements in AI model capabilities [2] - OpenAI's partnership with major chip manufacturers like Samsung and SK Hynix for the "Stargate" project signifies a strategic move to enhance hardware support for AI applications [4] - The AI video generation market is projected to reach a trillion-dollar valuation, driven by the successful integration of social features in Sora 2, which has quickly topped the U.S. iOS app charts [6] Market Performance - The Sci-Tech AI ETF (588790) has shown strong performance, with a 2.56% increase over the last two weeks and a daily average trading volume of 747 million yuan over the past month, ranking first among comparable funds [2][8] - The ETF's assets have grown by 2.642 billion yuan over the past three months, indicating robust investor interest and confidence in the AI sector [8] - The top ten weighted stocks in the Sci-Tech AI Index account for 71.9% of the index, with companies like Lattice Semiconductor and Chipone Technology leading the way [9]

Group 1 - The People's Bank of China reported that as of the end of September, the country's gold reserves reached 74.06 million ounces, marking the 11th consecutive month of increases, with a month-on-month increase of 40,000 ounces [1] - Spot gold prices have surpassed the $4,000 per ounce milestone, driven by concerns over the U.S. economy and government shutdown risks, with gold prices rising over 50% this year [2] - The People's Bank of China will conduct a 1.1 trillion yuan reverse repurchase operation on October 9 to maintain ample liquidity in the banking system [3] Group 2 - During the National Day holiday, over 2.4 billion people traveled across regions, setting a historical record, with box office revenue exceeding 1.8 billion yuan [4] - The China Securities Regulatory Commission held a meeting to discuss the "14th Five-Year" capital market planning, focusing on deepening reforms in issuance, refinancing, and mergers and acquisitions [5] - The National Development and Reform Commission has allocated 69 billion yuan in special bonds to support the consumption upgrade policy [6] Group 3 - Cambrian Technology announced a private placement to raise 3.985 billion yuan, with funds allocated for AI chip and software platform projects [6] - Chipone Technology expects to sign new orders worth 1.593 billion yuan in Q3, a year-on-year increase of 145.8%, with AI-related orders accounting for about 65% [6][14] - Zhangjiang Hi-Tech's controlling shareholder plans to reduce its stake by up to 1% [7] - Shenyang Chemical is facing penalties for alleged false disclosures in annual reports from 2018 to 2021, resulting in a fine of 7 million yuan [8] - Hainan Huatie's subsidiary terminated a 3.69 billion yuan computing power service agreement due to market changes [9] - Wintime Technology announced a temporary suspension of trading due to undisclosed important information [10] - Seres reported a 19.44% year-on-year increase in September sales of new energy vehicles [11] - Hainan Huatie's major shareholder plans to increase its stake by 30 to 50 million yuan [12] - Yonghe Holdings expects a significant increase in net profit for Q3, projecting a year-on-year growth of 448% to 507% [12] - Sichuan Gold acquired exploration rights for a gold mine in Xinjiang for 510 million yuan, indicating favorable geological conditions [13]

Group 1 - The A-share market opened positively on October 9, with the Shanghai Composite Index rising by 0.4%, driven by gains in precious metals, base metals, and computer hardware sectors, while shipping and soft drinks sectors faced declines [1] - Chip technology stocks continued to perform strongly, with the Chip ETF (159995) increasing by 2.17%. Notable individual stock performances included Tongfu Microelectronics rising by 10.01%, Lattice Semiconductor by 4.65%, Beijing Junzheng by 4.48%, Zhaoyi Innovation by 4.08%, and Haiguang Information by 3.72% [1] Group 2 - On October 6, OpenAI and AMD announced a multi-billion dollar chip deal to jointly develop AI data centers based on AMD processors. This signifies a significant collaboration in the AI chip market [3] - Huaxin Securities indicated that a new era for domestic AI chips has begun, highlighting the complete integration of the domestic AI industry chain from advanced processes to model acceleration by major companies like ByteDance, Alibaba, and Tencent [3] - The Chip ETF (159995) tracks the Guozheng Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, such as SMIC, Cambricon, Jiangsu Changjiang Electronics Technology, and Northern Huachuang [3]

重要消息提示 10月8日，伦敦现货黄金价格首次站上4000美元整数关口，再创历史新高。 特朗普宣布对进口中型和重型卡车征收25%关税 据央视新闻，当地时间10月6日，美国总统特朗普在其社交平台"真实社交"上发文表示，自2025年11月1 日起，所有从其他国家和地区进口至美国的中型和重型卡车将被征收25%的关税。9月25日，特朗普曾 表示，自10月1日起将对所有进口重型卡车加征25%关税。 高市早苗当选自民党总裁 预计将接任日本首相 据央视新闻，当地时间4日下午，日本执政党自民党举行总裁选举投计票。在第二轮投票中，前经济安 全保障担当大臣高市早苗获得多数选票，当选自民党新任总裁，大概率将成为新一任日本首相。 自2025年10月9日起，北交所将为存量股票启用新证券代码。这意味着，北交所所有股票将全部切换为 920新代码。据悉，2023年证监会提出，启用北交所独立代码号段，2024年4月，北交所开始在新上市企 业启用920代码。 美参议院未通过民主党提出的拨款法案，美国政府"关门"持续。 宏观•要闻 国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》 国务院办公厅印发《关于在政府采购中实施本国产品 ...