欧美普涨、港股呈现结构性行情，长假期间七大利好曝光……A股开盘前，这些“信息差”你都掌握了吗？

Group 1: Global Market Highlights - During the National Day and Mid-Autumn Festival holiday, global markets saw significant activity, with AI computing power boosted by OpenAI's major collaborations and gold prices breaking $4,000 per ounce for the first time, setting a historical high [1][5] - The overseas capital markets experienced a surge, particularly in technology and precious metals, driven by positive news and market sentiment [2][3] Group 2: AI Computing Power Developments - OpenAI's partnerships with major South Korean chip manufacturers, Samsung Electronics and SK Hynix, aim to enhance high-bandwidth memory (HBM) production, with demand projected to exceed current capacity by more than double [3] - OpenAI's recent product launches and strategic agreements are expected to significantly impact the commercialization and application of AI technologies [4] Group 3: Gold Market Insights - International gold prices reached new heights, with COMEX gold surpassing $4,000 per ounce during the holiday period, driven by political uncertainties in the U.S. [5][6] - Central banks, including China, have been increasing their gold reserves, with China's gold holdings rising to approximately 7.406 million ounces by the end of September [7] Group 4: Technological Advancements in Solid-State Batteries - A significant breakthrough in solid-state battery technology was reported, addressing challenges in electrolyte and lithium electrode contact, which is crucial for practical applications [8] - During the holiday, the charging volume for new energy vehicles reached a historical high, indicating strong growth in the sector [8] Group 5: Nuclear Fusion Developments - China's nuclear fusion device, BEST, achieved a key milestone with the successful installation of its heavy base, marking the start of its main construction phase [9][10] Group 6: Consumer Behavior and Market Performance - The holiday period saw a total of 2.068 billion domestic trips, exceeding previous forecasts and indicating a recovery in consumer spending [12] - The total box office for films in China has already surpassed the entire box office for 2024, reflecting a strong recovery in the film market [13] Group 7: Stock Market Trends - Global stock markets experienced broad gains, with significant increases in indices such as the Nikkei 225 and the DAX, while sectors like technology and materials led the performance in Hong Kong stocks [14][18] - The outlook for the fourth quarter remains positive, with expectations of continued strength in technology and cyclical sectors, supported by favorable liquidity conditions [21][22]