Zheng Quan Shi Bao·2025-10-21 09:13Market Overview - A-shares surged on October 21, with the Shanghai Composite Index returning above 3900 points, and the ChiNext Index rising over 3% [1] - The Shanghai Composite Index closed up 1.36% at 3916.33 points, the Shenzhen Component Index rose 2.06% to 13077.32 points, and the ChiNext Index increased by 3.02% to 3083.72 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 1.8929 trillion yuan, an increase of over 140 billion yuan compared to the previous day [1] AI Industry Chain - Stocks in the AI industry chain experienced significant gains, with Yuanjie Technology hitting the daily limit and approaching 500 yuan, marking a historical high [1][3] - Other notable performers included New Yisheng, which rose over 10%, and Zhongji Xuchuang, which increased by over 9% [3] - Demand for 1.6T optical modules is expected to rise, with total industry demand projected to increase from 10 million units to 20 million units due to accelerated deployment of GB300 and Rubin platforms [4] Ocean Economy - The ocean economy concept saw strong performance, with stocks like Deshi Co., CITIC Heavy Industries, and Shenkai Co. hitting the daily limit [7] - The Ministry of Natural Resources announced plans to strengthen standards for resource protection and utilization during the 14th Five-Year Plan, focusing on emerging fields such as marine carbon sinks and smart cities [9] Consumer Electronics - The consumer electronics sector was active, with stocks like Yunzhu Technology and Yachuang Electronics seeing significant gains, including a 20% increase for Yunzhu Technology [11] - Apple's stock rose nearly 4%, driven by strong demand for the new iPhone series, which saw early sales outperforming the iPhone 16 series by 14% [13] - The global smart glasses market is projected to see a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [13]