智通财经网·2025-10-28 00:41Group 1 - The market experienced a significant upward trend, with the Shanghai Composite Index rising over 1% and approaching 4000 points, marking a ten-year high [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.34 trillion, an increase of 365.9 billion compared to the previous trading day [1] - Sectors such as storage chips, CPO, and controllable nuclear fusion saw the highest gains, while gaming and wind power equipment sectors faced declines [1] Group 2 - Guojin Securities expressed optimism about the upward trend in quantum computing and controllable nuclear fusion industries, supported by the "14th Five-Year Plan" which aims to promote these sectors as new economic growth points [2] - Citic Construction Investment recommended focusing on investment opportunities in the liquid cooling sector, anticipating significant growth in market penetration by 2025 due to increased chip power consumption and the adoption of liquid cooling solutions [3] -招商证券 projected a marginal improvement in the profit growth rate of non-financial A-shares in the upcoming quarterly reports, with high growth expected in information technology and midstream manufacturing sectors [4]