FII(SH:601138) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-29 03:55Market Overview - Major Asia-Pacific stock indices rose collectively, with the Nikkei 225 index breaking the 51,000-point mark for the first time, and the Korean Composite Index increasing by over 1% [1][7] - A-shares opened higher, with the Shanghai Composite Index rising by 0.37% to return to 4,000 points, the Shenzhen Component Index up by 0.9%, and the ChiNext Index increasing by 1.35% [1] Trading Volume - The trading volume in the Shanghai and Shenzhen markets reached 1.42 trillion yuan, an increase of 71.9 billion yuan compared to the previous trading day [1] Sector Performance - Quantum technology, Nvidia supply chain, and Hainan Free Trade Port sectors led the gains, while cross-strait integration, server concept stocks saw adjustments, and banking, liquor, and semiconductor themes weakened [4] - Notable stocks included Keda Guokong (300520) up 12.78%, Tianrongxin (002212) up over 10%, and Shenzhou Information (000555) hitting the daily limit [4] Nvidia and Related Stocks - Nvidia's stock rose nearly 5% on October 28, approaching a market capitalization of $5 trillion, leading the Dow Jones index [6] - The Nvidia supply chain saw multiple stocks increase, with Shanzi Gaoke (000981) hitting the daily limit and Industrial Fulian (601138) rising over 7% to a new historical high [4][6] Japanese Market Factors - Four key factors driving the Japanese stock market include corporate profit growth and attractive valuations, loose monetary policy and yen depreciation, new Prime Minister Kishida's economic policy expectations, and external positive factors such as reduced uncertainty regarding U.S. tariffs [9] - The market is optimistic about Kishida's focus on expansionary policies and collaboration with the Bank of Japan to address long-standing economic issues [9]