一、证券市场回顾 南财金融终端数据显示，上周(10月20日-10月24日,下同)，上证综指周内上涨2.88%，收于3950.31点， 最高3950.31点；深证成指周内上涨4.73%，收于13289.18点，最高13289.18点；创业板指周内上涨 8.05%，收于3171.57点，最高3171.57点。在全球市场中，主要指数均上涨。纳斯达克综指上涨2.31%， 道琼斯工业指数上涨2.2%，标普500上涨1.92%。亚太地区，恒生指数上涨3.62%，日经225指数上涨 3.61%。 二、新股申购情况 上周有2只新股发行,详情见下表： 四、基金发行情况 上周有9只新基金发行,分别为:鹏华中证800ETF发起式联接I、华富安和债券C、华富安和债券A、华富 安康三个月持有期债券A、华富安康三个月持有期债券C、华富福盛一年持有期混合C、华富福盛一年 持有期混合D、中信建投智多鑫货币、华富福盛一年持有期混合A,详情见下表： | Ru | 总全名称 | 发行公告日 | 投资类型 | 基金银理 | 基金公司 | | --- | --- | --- | --- | --- | --- | | 025578,OF | 酷华中证 ...

Group 1 - The A-share market experienced a strong performance on October 27, with major indices rising significantly, including the ChiNext Index which surged over 2% and the Shanghai Composite Index approaching the 4000-point mark, reaching a new high for the year [1] - As of the report, the Shanghai Composite Index increased by 0.78%, the Shenzhen Component Index rose by 0.77%, and the ChiNext Index gained 0.84% [1] Group 2 - Zhongji Xuchuang's stock price has historically surpassed the 500 yuan mark for the first time, with a reported increase of 3.08%, reaching 509.22 yuan per share and a trading volume of 13.5 billion yuan [3]

Market Overview - A-shares opened higher with all three major indices rising: Shanghai Composite Index up 0.48%, Shenzhen Component Index up 1.2%, and ChiNext Index up 1.75% [1] - As of the report, Shanghai Composite Index increased by 0.87% to 3984.67 points, Shenzhen Component Index rose by 1.23% to 13452.37 points, and ChiNext Index gained 1.59% to 3221.87 points [1] - The total trading volume in Shanghai, Shenzhen, and Beijing exceeded 1 trillion yuan, an increase of 246.7 billion yuan compared to the previous trading day, with over 2800 stocks rising across the market [1] Sector Performance - Key sectors with significant gains included electronic chemicals, minor metals, co-packaged optics (CPO), photolithography machines, and storage chips [3] - The electronic chemicals sector led with a rise of 3.11%, followed by minor metals at 3.04%, and co-packaged optics (CPO) at 2.26% [4] Notable Stocks - New Yisheng (300502) reached a historical high with a price increase of 9.52% to 408.47 yuan per share and a trading volume exceeding 13 billion yuan, with a total market capitalization surpassing 400 billion yuan [5] - Zhongji Xuchuang (300308) also saw its stock price break the 500 yuan mark for the first time, rising 4.15% to 514.49 yuan per share with a trading volume over 10 billion yuan [5] - Zhihua Technology, a commercial aerospace concept stock, hit the daily limit with a price of 53.74 yuan per share [5] Leading Stocks - Notable stocks that reached their daily limit included China First Heavy Industries and China Western Power, both hitting the limit up [6] - China Nuclear Engineering and China Electric Research also experienced significant gains, contributing to the upward trend in the market [6]

Market Performance - Global stock markets showed strong performance on October 27, with A-shares rising significantly, particularly the ChiNext Index which surged over 2% [1] - The Shenzhen Component Index increased by 1.26%, while the Shanghai Composite Index approached the 4000-point mark with a gain of over 1% [1] - Nearly 3000 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [1] Sector Highlights - Solid-state battery concept stocks saw a notable rise, with Guoxuan High-Tech hitting the daily limit, and several other companies like Hunan Youneng and Fangyuan shares rising over 10% [2] - Quantum technology stocks also gained momentum, with Guandun Quantum rising over 12% and Dahua Intelligent achieving three consecutive trading limit ups [2] - Computing hardware stocks continued their strong performance from the previous week, with Shijia Photon rising over 10% and Shengyi Electronics reaching a new historical high [3] Chip and Material Stocks - The storage chip sector remained active, with Puran shares soaring 10% to a new high, and other companies like Demingli and Xiangnong Chip Innovation also reaching new highs [5] - The photolithography sector opened significantly higher, with Tongcheng New Materials hitting the daily limit and several other companies rising over 10% [5] International Market Trends - The Hang Seng Index rose by 0.92%, and the Hang Seng Tech Index increased by 1.35%, with tech stocks continuing to rise [5] - Japanese and South Korean stock markets opened strongly, with the Nikkei 225 and KOSPI indices both gaining over 2% and reaching historical highs [5][6] - Notable individual stock performances included Kawasaki Heavy Industries rising over 6% and major South Korean firms like Hyundai Heavy Industries and Samsung Heavy Industries seeing gains of over 10% [6] Future Outlook - According to CITIC Securities, the A-share market has experienced significant volatility since the National Day and Mid-Autumn Festival, particularly in growth sectors like the ChiNext Index and the Sci-Tech Innovation 50 Index, which saw adjustments of around 10% [7] - Market sentiment has stabilized recently, and the overall market is expected to continue its "slow bull" trend, with "big tech" remaining a long-term focus [7] - Upcoming earnings reports from A-share companies and US tech giants are anticipated to be pivotal, especially in the context of the accelerating global AI arms race [7]

格隆汇10月27日｜中际旭创(300308.SZ)高开高走，一度涨4.25%至515元，历史首次突破500元关口，创 历史新高，市值突破5700亿元，年内累涨320%。 ...

Core Viewpoint - The Southern Entrepreneurial Board Artificial Intelligence ETF (159382) has shown significant growth, reflecting strong performance in the AI sector, driven by advancements in 5G and industrial internet integration [1][2]. Group 1: ETF Performance - The Southern Entrepreneurial Board Artificial Intelligence ETF (159382) rose over 3% at one point, currently up 2.63%, with a trading volume of 13.61 million yuan [1]. - Over the past week, the ETF has accumulated a rise of 13.98% as of October 24, 2025 [1]. - Key constituent stocks such as Xinyisheng, Guangku Technology, and Xiechuang Data have seen significant increases, with gains of 4.91%, 4.84%, and 4.61% respectively [1]. Group 2: Industry Developments - A recent seminar in Shenzhen focused on the development of 5G factories, with the Ministry of Industry and Information Technology emphasizing the promotion of the "5G + Industrial Internet" initiative [1]. - The initiative aims to accelerate the integration of new technologies like 5G, AI, and computing power into industrial applications, enhancing the scale and quality of 5G factories [1]. - The "14th Five-Year Plan" highlights the importance of building a modern industrial system with a focus on intelligent and green manufacturing, positioning smart manufacturing as a key future industry axis [2]. Group 3: AI Market Insights - According to Zhongyin Securities, the level of technological self-reliance is expected to significantly increase, providing long-term support for strategic emerging industries such as AI and high-end manufacturing [2]. - Guojin Securities notes that AI is transitioning from training to inference phases, with accelerated deployment in enterprises and the growing value of edge nodes and interconnectivity [2]. - The Southern Entrepreneurial Board Artificial Intelligence Index reflects the stock price changes of companies related to the AI theme, with top-weighted stocks including Zhongji Xuchuang, Xinyisheng, and Tianfu Communication [2].

编辑｜钉钉 中际旭创股价历史首次突破500元关口，截至发稿，该股涨1.85%，报503.14元/股，成交额超70亿元。 10月27日，A股三大指数高开高走，截至发稿，创业板指涨超2%，算力权重股涨幅居前，仕佳光子涨 超10%，胜宏科技涨超6%。 ...

中际旭创股价历史首次突破500元关口，截至发稿，该股涨1.88%，报503.03元/股。 ...

Group 1 - The core viewpoint of the articles highlights the strong growth potential in the optical module market driven by the increasing demand for AI computing power, with companies like Zhongji Xuchuang seeing a rise in their 1.6T product output and optimistic about industry demand in 2026 and 2027 [1] - The National Development and Reform Commission indicates that over the next decade, China will focus on creating a high-tech industry, emphasizing the importance of efficient supply in computing power, algorithms, and data, as well as the implementation of major national technology tasks [1] - The recent market performance shows a significant increase in the technology sector, with the Double Innovation Leader ETF (588330) experiencing a 4.9% rise and a trading volume increase of 128% on October 24, indicating a strengthening short-term trend [1] Group 2 - The Double Innovation Leader ETF (588330) is characterized by cross-market diversification, focusing on strategic emerging industries, including sectors like renewable energy, photovoltaic, optical modules, semiconductors, and medical devices [3] - The ETF is designed to capture high-growth technology trends with a low investment threshold, allowing investors to participate in the market with less than 100 yuan, making it an accessible option for those looking to invest in China's top technology companies [3] - The emphasis on "new quality productivity" in the recent policy framework suggests that enhancing quality and efficiency in economic development will be a priority, with a focus on technological self-reliance and innovation [1][3]

Core Viewpoint - The ChiNext AI ETF (159381) opened with a gain of 3.12%, indicating positive market sentiment towards AI-related stocks [1] Group 1: ETF Performance - The ChiNext AI ETF (159381) reported a return of 66.83% since its inception on March 14, 2025, and a return of 0.34% over the past month [1] - The ETF's performance benchmark is the ChiNext AI Index return [1] Group 2: Top Holdings Performance - Key holdings in the ETF include: - Zhongji Xuchuang: up 2.02% - Xinyi Sheng: up 4.57% - Tianfu Communication: up 3.93% - Softcom Power: up 0.91% - Runze Technology: up 0.62% - Allwinner Technology: up 1.20% - Jingjia Micro: up 0.53% - Deepin Technology: up 1.34% - Beijing Junzheng: up 2.79% - Wangsu Science and Technology: up 1.89% [1]