时隔十年！沪指重返4000点

Market Performance - The Shanghai Composite Index officially broke through the 4000-point mark, marking the third time in history and the first time in the last 10 years [1] - As of the midday close, the Shanghai Composite Index was at 4005.44 points, with a gain of 0.21% and a trading volume of approximately 588.4 billion yuan [2] - The Shenzhen Component Index rose by 0.52% to 13559.57 points, while the ChiNext Index increased by 1.35% to 3277.97 points [2] Sector Performance - The top-performing sectors included the Fujian Free Trade Zone and superconducting concepts, with significant gains in Hainan, communication equipment, family doctor services, software services, military trade concepts, and organic silicon concepts [1] - Conversely, sectors such as coal, paper, and wind power experienced notable declines [1] Company Insights - The technology sector's leading stocks, including Zhongji Xuchuang, Xinyisheng, Sanhua Intelligent Control, Industrial Fulian, and Zhaoyi Innovation, reached new historical intraday highs [1] - The upcoming quarterly reports are expected to influence short-term stock volatility, particularly for individual stocks [1] Institutional Perspectives - According to China Merchants Securities, the focus for November will be on the quarterly report performance and the "14th Five-Year Plan" guidance, with expectations of marginal improvement in A-share earnings growth [3] - Guojin Securities highlighted strong demand for ASICs driven by downstream demand, with several AI-PCB companies experiencing robust orders and production [3] Trade Agreements - China and ASEAN signed the upgraded version of the China-ASEAN Free Trade Area 3.0 agreement, which includes nine major areas of cooperation, such as digital economy and green economy [4] New Listings - The first batch of newly registered companies in the Sci-Tech Innovation Board's growth layer was listed, marking a significant step in capital market support for technological innovation [5] Technological Breakthroughs - A breakthrough in the domestic production of metal substrates for second-generation high-temperature superconducting tapes was reported, indicating progress in key material production [7]