Zheng Quan Shi Bao Wang·2025-10-09 02:30Group 1 - The AI industry is experiencing significant developments both domestically and internationally, with a recovery in profit growth for domestic industrial enterprises [1] - A-shares are expected to maintain a steady performance post-holiday, supported by the "14th Five-Year Plan" policy expectations and ongoing upward trends since September 24 [1] - The global AI competition is entering a new phase, shifting investment focus from individual key segments to comprehensive computing power infrastructure and ecosystem development [1] Group 2 - Global equity assets saw a broad increase during the National Day holiday, with Japanese and Korean markets leading the gains, while U.S. stocks reached new highs [2] - Domestic indicators such as the September PMI showed marginal recovery, and travel data during the holiday reached historical highs, indicating a positive trend in consumer sectors like dining and real estate [2] - OpenAI's release of Sora 2 and partnerships with various companies are accelerating AI investment and application deployment [2]