Market Overview - A-shares maintained an upward trend on October 9, with the Shanghai Composite Index rising by 1.32% to stabilize above 3900 points, the Shenzhen Component Index increasing by 1.46%, and the ChiNext Index up by 0.73% [1] - The total market turnover reached 2.67 trillion yuan, with over 3100 stocks rising and 99 stocks hitting the daily limit [1] Nuclear Fusion Sector - The controllable nuclear fusion sector experienced a collective surge, with stocks like Changfu Co. and Western Superconducting hitting the daily limit [2] - The driving force behind this rally is a recent "milestone" achievement in China's nuclear fusion field, specifically the successful delivery and installation of a key component for the BEST project in Hefei [2] - The commercialization path for nuclear fusion technology is becoming clearer, with global investments expected to exceed $7.1 billion in 2024, indicating a potential acceleration in capital expenditure during the 14th Five-Year Plan period [3] Film and Entertainment Sector - The film and cinema sector faced significant declines, with major companies like Hengdian Film and China Film hitting the daily limit down [4] - The total box office for the 2025 National Day holiday was 1.835 billion yuan, lower than the 2.734 billion yuan in 2023 and 2.104 billion yuan in 2024 [5] - The average ticket price during this year's holiday dropped to 36.6 yuan, the lowest in nearly seven years, with total attendance decreasing to 50.07 million, down approximately 202,000 from 52.09 million in 2024 [6] Economic Insights - Economists attribute the underperformance of this year's National Day box office to a combination of diversified consumption scenarios and a decline in film quality, with alternative entertainment options drawing audiences away from cinemas [7] - The current market outlook suggests that the A-share market may continue to rise post-holiday, driven by policy and liquidity factors, with a focus on technology sectors [8][9]
核聚变概念狂飙 多股20CM涨停 芯片股午后跳水 华虹公司炸板