Xuan Gu Bao·2025-10-15 08:48Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index returning above 3900 points. The trading volume reached 2.09 trillion yuan, with over 4300 stocks in the Shanghai and Shenzhen markets closing in the green [1]. Key Sectors Robotics - The robotics sector experienced significant gains, with stocks like Yuanda Intelligent, Zhongjian Technology, and Zhenghe Industrial hitting the daily limit. The core stock, Sanhua Intelligent Control, also recorded a limit-up. The market was catalyzed by the emergence of new robotics orders and Tesla's announcement regarding its 2025 shareholder meeting, highlighting the "Fourth Macro Map" robot as a key focus [4][5]. Cloud Computing Data Centers - The cloud computing data center sector saw a notable rise, with stocks such as Jingquanhua, Sifang Co., and Heshun Electric hitting the daily limit. The interest was fueled by Nvidia's recent release of a white paper on the 800VDC architecture, emphasizing the importance of medium-voltage rectifiers for rapid deployment of 800VDC systems [6][7][8]. Pharmaceuticals - The pharmaceutical sector rebounded, with stocks like Angli Kang, Jimin Health, and Lianhuan Pharmaceutical reaching the daily limit. The upcoming European Society for Medical Oncology (ESMO) annual meeting in Berlin is expected to be a significant platform for releasing critical clinical data, drawing attention to the innovative drug sector [10][11]. Notable Stocks - Robotics: Yuanda Intelligent (4.30 yuan, +9.97%), Zhongjian Technology (131.98 yuan, +10.00%), Sanhua Intelligent Control (3383.5 million yuan market cap) [5][15]. - Cloud Computing: Jingquanhua (23.87 yuan, +10.00%), Sifang Co. (24.88 yuan, +9.99%), Heshun Electric (13.18 yuan, +20.04%) [8][9]. - Pharmaceuticals: Angli Kang (41.20 yuan, +10.01%), Jimin Health (10.97 yuan, +10.03%), Lianhuan Pharmaceutical (20.90 yuan, +10.00%) [11][12].