Monetary Policy - The central bank will conduct a 1.1 trillion yuan three-month reverse repurchase operation on October 9 to maintain ample liquidity in the banking system [2][4] Strategic Partnerships - OpenAI and AMD announced a strategic partnership on October 6, where OpenAI will deploy 6 gigawatts of AMD GPU computing power to support its next-generation AI infrastructure. This collaboration is expected to generate hundreds of billions in revenue for AMD and accelerate OpenAI's AI infrastructure development [8] Market Trends - The total box office for the 2025 National Day holiday has surpassed 1.8 billion yuan as of October 8, with several films exceeding 100 million yuan in box office revenue [2][4] Gold Market - Gold prices have surpassed $4,000 per ounce for the first time in history, with the People's Bank of China reporting a gold reserve of 74.06 million ounces as of the end of September, marking an increase of 40,000 ounces and continuing a trend of 11 consecutive months of gold accumulation [6] Corporate Performance - Chip manufacturer Chip Origin expects to achieve a record revenue of 1.284 billion yuan in Q3 2025, a significant increase of 119.74% quarter-on-quarter and 78.77% year-on-year, driven by growth in its one-stop chip customization business [10][11] - Yonghe Co. anticipates a net profit of 456 million to 476 million yuan for the first three quarters of 2025, representing a year-on-year increase of 211.59% to 225.25% [11] - Sichuan Gold acquired exploration rights for a gold mine in Xinjiang for 510 million yuan, located in a significant mineralization belt with high potential [11] Investment Opportunities - The Hong Kong stock market saw net subscriptions for technology-themed ETFs exceed 150 billion yuan this year, with significant inflows into various ETFs, indicating strong investor interest in the technology sector [15] - In September, new fund issuance reached 161.4 billion yuan, marking a monthly record for the year, with equity funds being the primary contributors [16]
上证早知道|央行,1.1万亿最新操作!OpenAI、AMD官宣合作!国庆档票房,破18亿!
Shang Hai Zheng Quan Bao·2025-10-08 23:28