智通财经10月30日讯，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。沪深两市成交额2.42万亿，较上一个交易日放量1656亿。盘面上，市场热点较为杂乱，全市场4100 只个股下跌。从板块来看，锂矿概念快速走强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信 息2连板，格尔软件6天4板。电池板块震荡走强，石大胜华、天际股份双双涨停。储能板块局部活跃， 通润装备2连板。下跌方面，算力硬件股集体走弱，天孚通信、新易盛等多股大跌。游戏板块重挫，巨 人网络一度逼近跌停。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 板块上，量子科技板块涨幅居前，神州信息、格尔软件双双涨停，富士达、国盾量子、信安世纪、科大 国创等个股涨幅居前。 消息面上，英伟达推出NVQLink，为17家量子计算公司和9家科研实验室连接量子与GPU计算。 NVQLink是一种开放的系统架构，可将GPU计算的极致性能与量子处理器紧密耦合，以构建加速的量 子超级计算机。此外，我国的"十五五"规划中也明确提出，推动量子科技等未来产业成为新的经济增长 点。 不过今日市场还是维持一定的热度，其 ...

智通财经10月30日讯，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。沪深两市成交额2.42万亿，较上一个交易日放量 1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。从板块来看，锂矿概念快速走强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息 2连板，格尔软件6天4板。电池板块震荡走强，石大胜华、天际股份双双涨停。储能板块局部活跃，通润装备2连板。下跌方面，算力硬件股集体走弱，天孚 通信、新易盛等多股大跌。游戏板块重挫，巨人网络一度逼近跌停。截至收盘，沪指跌0.73%，深成指跌1.16%，创业板指跌1.84%。 锂电产业链持续走强，鹏辉能源、天际股份、石大胜华、江特电机、永兴材料、西藏城投等涨停，湖南裕能、华盛锂电、科恒股份涨幅居前。 从近期产业消息来看，锂电、储能等新能源方向都涌现出基本面复苏的信号。而锂电板块自身在经历此前较长时间整理后位阶优势较为明显。故当以算力硬 件为代表的高位科技方向陷入调整的背景下，越来越多的资金选择回流锂电，后续能否维持强势，扛起领涨大旗仍是值得关注的重点。 个股方面 个股层面来看，今日算力硬件方向陷入整理，其中天孚通信跌超10% ...

Market Overview - The three major A-share indices collectively retreated, with the Shanghai Composite Index falling below the 4000-point mark, closing at 3986.90 points, down 0.73% [1] - The Shenzhen Component Index decreased by 1.16%, closing at 13532.13 points, while the ChiNext Index dropped 1.84% to 3263.02 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 242.17 billion, an increase of 16.56 billion compared to the previous day [1] Sector Performance - Most industry sectors experienced declines, with the energy and metals sector seeing significant gains [1] - The steel and battery sectors had the highest increases, while the gaming, power equipment, electronic chemicals, coal, securities, and agricultural chemicals sectors faced the largest declines [1] Stock Movements - Over 1200 stocks rose, with more than 60 hitting the daily limit up [1] - Lithium mining stocks surged, with Tianqi Lithium reaching the daily limit up [1] - Quantum technology stocks were active, with Shenzhou Information achieving two consecutive limit ups and Geer Software hitting four limit ups in six days [1] - The battery sector showed volatility, with Shida Shenghua and Tianji Shares both hitting the daily limit up [1] - The energy storage sector saw localized activity, with Tongrun Equipment achieving two consecutive limit ups [1] - Conversely, computing hardware stocks collectively weakened, with Tianfu Communication and Xinyisheng experiencing significant declines [1] - The gaming sector suffered a sharp drop, with Giant Network nearing the daily limit down [1] - The coal sector mostly declined, with Antai Group hitting the daily limit down [1] Capital Flow - In terms of capital flow, the energy metals, steel, and insurance sectors ranked high for net inflows, with energy metals seeing a net inflow of 2.829 billion [1] - On the outflow side, the communication equipment, semiconductor, and electronic components sectors experienced significant net outflows, with communication equipment seeing a net outflow of 12.23 billion [3]

Core Viewpoint - He Yuan Bio's innovative "rice blood production" technology aims to revolutionize the production of human serum albumin, addressing supply shortages and virus transmission risks associated with traditional plasma extraction methods [1][5][8]. Group 1: Company Overview - He Yuan Bio, founded by Professor Yang Daichang's team from Wuhan University, recently went public on the Sci-Tech Innovation Board, becoming the first pharmaceutical company listed under the new fifth set of standards [2][3]. - The company's core product, HY1001 (recombinant human albumin injection), received approval in July 2025, marking it as the first plant-derived recombinant human albumin drug in China [1][6]. Group 2: Market Response - Following its debut on the Sci-Tech Innovation Board, He Yuan Bio's stock surged over 200%, with its market capitalization exceeding 32.5 billion yuan on the first day and reaching 42.1 billion yuan by October 30 [3][5]. - The rapid increase in stock price reflects strong investor interest and confidence in the company's potential to disrupt the traditional blood product market [1][3]. Group 3: Technology and Product Details - The "rice blood production" technology involves inserting the human serum albumin gene into rice cells, allowing for the extraction of highly pure recombinant human serum albumin (≥99.9999%) from rice [5][8]. - This method not only mitigates the risks associated with plasma extraction but also enhances China's self-sufficiency in human serum albumin supply, which has been heavily reliant on imports (69% of total demand) [5][8]. Group 4: Clinical Applications and Market Potential - Currently, He Yuan Bio's recombinant human albumin is approved for treating liver cirrhosis with low albumin levels, which constitutes about 30% of the overall market [8]. - However, the market for this indication is expected to decline due to decreasing hepatitis incidence, prompting the company to seek expansion into other indications and international markets [8][9]. Group 5: Competitive Landscape - He Yuan Bio faces competition from four other domestic companies also developing recombinant human albumin products, primarily using yeast as raw materials [7][9]. - The fastest competitor, Tonghua Anruite, has already received approval for its product in Russia and Kyrgyzstan, highlighting the competitive nature of the recombinant human albumin market [7][9].

消息面上，英伟达推出NVQLink，为17家量子计算公司和9家科研实验室连接量子与GPU计算。NVQLink是一种开放的系统架构，可将GPU计算的极致性能 与量子处理器紧密耦合，以构建加速的量子超级计算机。此外，我国的"十五五"规划中也明确提出，推动量子科技等未来产业成为新的经济增长点。 从市场角度来看，受到上述消息面利好的密集催化下，量子科技相关概念股近期走出了较强的延续性，今日更是逆势拉升，一定程度度展现了自身独立性。 不过由于该题材板块容量相对有限，且赚钱效应多集中在前排的核心标的之中，所以对市场整体的带动作用一般，重点留意个股性机会为主。 锂电产业链持续走强，鹏辉能源、天际股份、石大胜华、江特电机、永兴材料、西藏城投等涨停，湖南裕能、华盛锂电、科恒股份涨幅居前。 智通财经10月30日讯，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。沪深两市成交额2.42万亿，较上一个交易日放量 1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。从板块来看，锂矿概念快速走强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息 2连板，格尔软件6天4板。电池板块震荡走强，石大胜 ...

Core Insights - Yang Hongxia, a key figure in large model research from Alibaba and ByteDance, has launched a new AI company, InfiX.ai, focusing on decentralized model training and innovation in the AI space [1][15][36] - InfiX.ai aims to democratize access to large model training, allowing small and medium enterprises, research institutions, and individuals to participate in the process [4][16][19] Company Overview - InfiX.ai was founded by Yang Hongxia after her departure from ByteDance, with a focus on model-related technologies [1][15] - The company has quickly assembled a team of 40 people in Hong Kong, leveraging the region's strong talent pool and funding opportunities [3][15] Technological Innovations - InfiX.ai is developing a decentralized approach to large model training, contrasting with the centralized models dominated by major institutions [4][16] - The company has released the world's first FP8 training framework, which enhances training speed and reduces memory consumption compared to the commonly used FP16/BF16 [7][10] - InfiX.ai's model fusion technology allows for the integration of different domain-specific models, reducing resource waste and enhancing knowledge sharing [10][16] Market Positioning - The company is targeting challenging fields, particularly in healthcare, with a focus on cancer detection, to demonstrate the capabilities of its models [15][41] - InfiX.ai's approach is gaining traction, with increasing interest from investors and a shift in perception towards decentralized model training in the industry [15][36] Future Vision - Yang Hongxia envisions a future where every organization has its own expert model, facilitated by model fusion across different domains and geographical boundaries [16][19] - The company aims to make model training accessible and affordable, fostering a collaborative environment for AI development [16][19]

北京市委金融办表示，为进一步发挥创业投资和股权投资作用，壮大长期资本、耐心资本，激发科技、 产业、金融的创新创造活力，该办联合相关部门特制定了《意见》。下一步，该办将会同各相关单位一 起，打造创业投资和股权投资信心资本品牌，畅通"募投管退"良性循环，引导资本更多投向关键核心技 术领域和早期创业企业。 其中关于"扩大创业投资和股权投资双向开放"，《意见》提出，鼓励境外投资机构与境内相关机构加强 合作，面向新兴产业领域和方向设立母基金或专业化子基金。支持外资创业投资和股权投资机构参与合 格境内有限合伙人境外投资（QDLP）试点和合格境外有限合伙人境内投资（QFLP）试点，实施外汇 管理便利化措施，引导境外资本投向境内高新技术行业。支持优质社会资本依法合规跨境设立私募平行 基金。 （文章来源：新京报） 新京报贝壳财经讯（记者黄鑫宇）10月27日至30日，2025金融街论坛年会在京举办。在2025年金融街论 坛"金融街发布"成果专场发布活动中，北京市委金融办、中国人民银行北京市分行、国家外汇管理局北 京市分局、国家金融监督管理总局北京监管局、中国证券监督管理委员会北京监管局等五部门联合发布 了《关于促进创业投资和股权 ...

Market Overview - The market experienced significant fluctuations, with all three major indices showing sharp declines. The ChiNext index fell nearly 2%, and the Shanghai Composite Index dropped below 4000 points. By the end of trading, the Shanghai Composite Index decreased by 0.73%, the Shenzhen Component Index fell by 1.16%, and the ChiNext index declined by 1.84% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of approximately 165.6 billion yuan compared to the previous trading day [6] Sector Performance - The lithium mining sector saw a rapid increase, with Tianqi Lithium hitting the daily limit [2] - Quantum technology stocks were active, with Shenzhou Information achieving two consecutive trading limits and Geer Software hitting four trading limits in six days [3] - The battery sector showed strong fluctuations, with both Shida Shenghua and Tianji Co. reaching the daily limit. The energy storage sector was also active, with Tongrun Equipment achieving two consecutive trading limits [4] - The gaming sector faced a sharp decline, with Giant Network nearing a trading limit drop. The coal sector mostly declined, with Antai Group hitting the trading limit drop [5] Trading Volume Leaders - The top trading stock was Xinyisheng, with a trading volume of 29.9 billion yuan, followed by Sunshine Power, Zhongji Xuchuang, Industrial Fulian, and Shenghong Technology, with trading volumes of 25.2 billion yuan, 23.6 billion yuan, 19.3 billion yuan, and 18.4 billion yuan respectively [7]

转自：新华财经 新华财经北京10月30日电（王媛媛）周四A股三大指数集体回调，沪指失守4000点大关。截至收盘，沪 指报3986.90点，跌0.73%，成交10701亿元；深证成指报13532.13点，跌1.16%，成交13516亿元；创业 板指报3263.02点，跌1.84%，成交6453亿元。沪深两市成交额2.42万亿元，较上一个交易日放量1656亿 元。 盘面热点 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。 个股跌多涨少，全市场4100只个股飘绿。 盘面上，锂矿概念快速走强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息2连板，格尔软 件6天4板。电池板块震荡走强，石大胜华、天际股份双双涨停。储能板块局部活跃，通润装备2连板。 下跌方面，算力硬件股集体走弱，天孚通信、新易盛等多股大跌。游戏板块重挫，巨人网络一度逼近跌 停。煤炭板块多数下跌，安泰集团跌停。 消息面上 世界黄金协会：三季度全球黄金需求总量达1313吨 创单季度黄金需求最高纪录 世界黄金协会10月30日发布的数据显示，2025年三季度全球黄金需求总量（包含场外交易 ）达1313 吨，需求总金 ...

天眼查App显示，10月27日，马鞍山众松晶创创业投资合伙企业（有限合伙）成立，执行事务合伙人为 大众聚鼎（上海）私募基金管理有限公司，出资额1.5亿人民币，经营范围为以私募基金从事股权投 资、投资管理、资产管理等活动，创业投资，由大众交通、大众聚鼎（上海）私募基金管理有限公司、 晶科电子股份 等共同出资。 ...