SANHUA(SZ:002050) Mei Ri Shang Bao·2025-10-29 01:31Market Overview - A-shares experienced volatility with the Shanghai Composite Index briefly surpassing 4000 points, marking a new high since August 2015, but closed down 0.22% at 3988.22 points [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 21,656 billion yuan, a decrease of over 1900 billion yuan from the previous day [1] Sector Performance - Resource stocks, including non-ferrous metals, steel, electricity, and gas, saw collective declines, while the military and humanoid robot sectors experienced gains [1][2] - The military sector saw significant increases, with stocks like Jianglong Shipbuilding and Beifang Changlong hitting their daily limit of 20% and over 16% respectively [4] - The humanoid robot concept stocks also surged, with companies like Jinfutech and Yongmaotai reaching their daily limit [2] Technology and Innovation - The technology sector is characterized by a "technology bull" market, driven by policy and capital support, with a focus on semiconductor, general aviation, and innovative pharmaceuticals as potential investment opportunities [3][6] - AI application stocks showed strong performance, with companies like Tianxiexiu and Shuiyou Shares hitting their daily limit, supported by recent policy initiatives promoting AI innovation [5][6] Gold and Commodities - Following a period of rapid gains, gold and non-ferrous metal stocks faced significant declines, with companies like Tongling Nonferrous Metals hitting their daily limit down [7] - Global precious metal markets experienced a correction, with spot gold prices falling below $3930 per ounce, indicating a shift in market dynamics [7]