午报沪指涨超1%逼近4000点，算力硬件方向延续强势，福建本地股集体走强

Market Overview - The Shanghai Composite Index experienced a strong upward trend, reaching a ten-year high and approaching the 4000-point mark, with a half-day trading volume of 1.57 trillion yuan and over 330 billion yuan in turnover [1] - The market saw rapid rotation of hot sectors, with significant performance in computing hardware, controlled nuclear fusion concepts, and local stocks from Fujian province [1][6] - The three major indices all rose over 1%, with the Shanghai Composite Index increasing by 1.04%, the Shenzhen Component Index by 1.26%, and the ChiNext Index by 1.54% [1][9] Sector Performance Computing Hardware - The computing hardware sector continued to show strength, with stocks like New Yisheng hitting historical highs and several companies in this sector experiencing significant gains [1][3] - The demand for 1.6T optical modules has been continuously revised upward, with overseas clients increasing their procurement plans from 10 million to 20 million units due to the rapid growth in AI training and inference network bandwidth requirements [3] Controlled Nuclear Fusion - Stocks related to controlled nuclear fusion saw notable gains, with companies like Antai Technology and Xiamen Tungsten rising to their daily limits [4][6] - The Chinese government is pushing for the development of nuclear fusion energy as a new economic growth point, as highlighted in recent policy discussions [6] Storage Chips - The storage chip sector became active again, with major suppliers like Samsung and SK Hynix planning to raise DRAM and NAND flash prices by up to 30% in response to surging AI-driven demand [3][11] - Companies such as Yingxin Development and Dawi Co. saw their stocks hit the daily limit due to their involvement in the storage chip market [12] Local Stocks - Local stocks from Fujian province experienced a surge, with Hai Xia Innovation and Yongfu Co. both hitting their daily limits, and Pingtan Development achieving five consecutive trading limits [6][8] Key Stock Movements - A total of 41 stocks hit their daily limit, with a sealing rate of 62%, indicating strong market interest [1] - Notable stocks included Yingxin Development with five consecutive limits and Shikong Technology with three consecutive limits [1][12] Economic Indicators - The National Bureau of Statistics reported a 3.2% year-on-year increase in profits for large-scale industrial enterprises in the first nine months of 2025, totaling 53,732 billion yuan [26][27] - The Ministry of Commerce noted a steady expansion in inbound consumption, with a 22.3% increase in foreign visitors in the third quarter of 2025 [27]