A股，科技牛来了！

Group 1 - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China emphasized accelerating high-level technological self-reliance and strengthening the national innovation system to enhance independent innovation capabilities and seize the high ground in technological development [2] - The A-share market saw significant gains on October 24, with the Shanghai Composite Index closing at 3950.31 points, up 0.71%, marking the highest level since August 2015; the Shenzhen Component Index rose 2.02%, and the ChiNext Index surged 3.57% [2] - Over 3000 stocks in the market were in the green, with a total trading volume reaching 1.99 trillion yuan, led by the semiconductor sector [2] Group 2 - Several foreign investment institutions, including Goldman Sachs and JPMorgan, expressed optimism about the Chinese capital market, indicating that the market has entered a more sustainable upward trend [3] - As of October 23, 748 foreign institutions conducted a total of 5888 research visits to A-share companies this year, with a focus on leaders in sectors such as new energy and high-end medical technology [3] - Goldman Sachs projected that major stock indices in China could rise by approximately 30% by the end of 2027, driven by factors such as AI capital expenditure and the "anti-involution" measures boosting corporate profitability [4] Group 3 - The focus on the "14th Five-Year Plan" is expected to provide new policy expectations and investment clues for the A-share market, potentially boosting market confidence and attracting incremental capital [4] - The A-share market is moving towards a healthier and more sustainable development direction, with an emphasis on quality companies capable of sustained profit growth [5] - The current bull market in A-shares is primarily driven by technology stocks, with significant interest in sectors like humanoid robots, semiconductor chips, and solid-state batteries [6]