Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-10-21 06:07Group 1 - The Chinese asset market is experiencing a rebound, with both A-shares and H-shares continuing their strong upward trend from the previous day. The three major A-share indices collectively rose, with the ChiNext Index increasing by over 3% in the afternoon [1] - The optical module CPO concept is leading the market, with significant price increases observed in related stocks such as "Yizhongtian" [1] - The Hang Seng Technology Index opened high and continued to rise, with tech stocks, semiconductor stocks, and automotive stocks remaining active [1] Group 2 - Tianfeng Securities has indicated that domestic policies are entering a phase of intensive catalysis, with clearer measures expected from the U.S. following the implementation of domestic policy plans. The current U.S. government shutdown is a pressing issue that needs resolution [1] - There is a close and broad economic cooperation between China and the U.S., with market reactions becoming more rational. The marginal effects of tariff impacts are decreasing, and a video call between trade leaders from both countries has taken place ahead of the APEC meeting at the end of October [1] - The investment focus is being simplified into three directions: 1) Technology AI led by Deepseek breakthroughs and open-source initiatives, 2) Economic recovery and market liquidity leading to a "stronger gets stronger" bull market style, and 3) The continued rise of undervalued assets [2]