SIASUN(SZ:300024) Sou Hu Cai Jing·2025-10-15 08:55Market Overview - The market showed signs of recovery with the Shanghai Composite Index rising over 1% to reclaim the 3900-point level, while the ChiNext Index increased by over 2% [1][7] - The total trading volume in the Shanghai and Shenzhen markets was 2.07 trillion, a decrease of 503.4 billion from the previous trading day [1] Sector Performance - The robotics sector experienced a significant rebound, with stocks like Sanhua Intelligent Control and Wuzhou New Spring hitting the daily limit [2][5] - The aviation and shipping sectors also saw gains, with Huaxia Airlines reaching the daily limit [1] - The pharmaceutical sector remained strong throughout the day, with stocks such as Angli Kang and others hitting the daily limit [1][3] - Data center power supply concepts were active, with stocks like Sifang Co. and Jingquan Hua achieving notable gains [2] Key Events and Developments - The Shanghai Municipal Economic and Information Commission released a development plan for the intelligent terminal industry, emphasizing support for humanoid robot product development and manufacturing [2] - NVIDIA announced the technical specifications for its new MGX generation open architecture server, which is expected to influence the overseas computing power chain positively [3] - The European Society for Medical Oncology (ESMO) annual meeting is set to take place from October 17 to 21, 2025, in Berlin, which is anticipated to boost interest in innovative drug assets [3][6] Individual Stock Highlights - Sanhua Intelligent Control saw a significant price increase amid rumors of a large order from Tesla for its Optimus linear actuators [2] - Other technology stocks, including Shenghong Technology and Lixun Precision, also experienced rebounds, with some gaining over 5% [5] - The market saw a mixed performance in stocks with consecutive limit-up trades, indicating a potential lack of sustained momentum in high-flying sectors [5][8] Future Market Outlook - The market's recovery is noted, but trading volume has decreased significantly, indicating a cautious sentiment among investors [8] - The continuation of the rebound in technology stocks, particularly in the robotics and data center sectors, will depend on the availability of sufficient capital to alleviate selling pressure [8]