北京时间9：30，中国股市逼空准时开始？

Market Overview - The global capital and financial markets have undergone a reshuffle during the extended National Day holiday, with significant events such as the U.S. government shutdown, Japan's stock market leading gains, and gold prices hitting historical highs [1] Stock Market Performance - Japanese stock market, particularly the Nikkei 225 index, reached a historical high by surpassing 48,000 points on October 6, driven by the election of a new party president [2] - The South Korean Composite Index rose by 3.6%, while the Australian S&P 200 Index increased by 1.12% [2] - The Hong Kong Hang Seng Index experienced a decline of 1.15% after initially rising during the holiday [2] - European markets also saw gains, with Germany's DAX index up by 2.11%, the UK's FTSE 100 up by 1.42%, and France's CAC40 up by 1.0% [2] U.S. Market Highlights - U.S. stock indices showed slight increases, with the Nasdaq up by 0.57%, the Dow Jones up by 0.44%, and the S&P 500 up by 0.39% [4] - The Philadelphia Semiconductor Index rose by 4.16% due to a significant agreement between AMD and OpenAI for a 6 GW chip supply, with AMD's stock experiencing a peak increase of over 30% [4] Gold Market Insights - Gold prices surged, with spot gold breaking the $4,000 mark for the first time, reflecting a year-to-date increase of nearly $1,400 per ounce, or over 52% [6] - UBS forecasts a bullish trend in the gold market, predicting prices could reach $4,200 per ounce by mid-2026, while Goldman Sachs raised its 2026 price estimate to $4,900 per ounce [6] Policy and Economic Measures - The People's Bank of China announced a significant liquidity injection of 1.1 trillion yuan through a buyout reverse repo operation, marking a high point in recent years [8] - The Chinese government introduced a policy to provide a 20% price evaluation discount for domestically produced products in government procurement, effective from January 1, 2026 [9] Automotive Industry Trends - The new energy vehicle sector saw a record high in charging volume during the holiday, with BYD reporting a decline in September sales to 396,300 units, while competitors like NIO and Xpeng achieved record deliveries [10] Technology Sector Developments - Meta's AI glasses have sold out in retail stores, indicating strong market demand, with plans for increased sales points and potential online ordering options [12] - Longfeng Pharmaceutical's stock surged over 230% on its debut, reflecting investor interest in the biotech sector amid a broader market downturn [13] Investment Outlook - Private equity firms maintain an optimistic outlook for the A-share market post-holiday, focusing on technology growth as a core investment theme [14] - October's "golden stocks" list from brokers highlights nearly 200 stocks, with a focus on technology growth and consumer recovery as key investment areas [15]