Market Performance - The A-share market experienced a strong rally on October 29, with the Shanghai Composite Index rising by 0.7%, the Shenzhen Component Index increasing by 1.95%, and the ChiNext Index surging nearly 3%, reaching a new high for the year [1] - The total market turnover was 2.29 trillion yuan, indicating active trading [1] Sector Highlights - The Hainan sector showed significant strength, with stocks like Zhongtung High-tech and Hainan Airlines hitting the daily limit [1] - The new energy industry chain performed notably well, particularly in the energy storage sector, with Sunshine Power reaching a new high and Tongrun Equipment hitting the daily limit [1] - The photovoltaic sector saw a strong afternoon surge, with companies like Longi Green Energy and Tongwei Co. also hitting the daily limit [1] - The non-ferrous metals sector experienced a rapid increase, with Zhongfu Industrial hitting the daily limit [1] - Solid-state battery concept stocks continued to rise, with Fangda Carbon and Lead Intelligent showing significant gains [1] Banking Sector - The banking sector faced collective declines, with Chengdu Bank dropping nearly 6% [2] Computing Power Sector - The computing power sector saw a high opening but experienced a pullback, with leading companies like Xinyi Sheng and Zhongji Xuchuang reaching new highs before closing lower [3] - Nvidia announced plans to ship 20 million Blackwell and Rubin GPUs, projecting a business scale of $500 billion over the next six quarters, with its stock rising by 4.98% to a market cap of $4.89 trillion [3] Light Module Industry - The light module industry is expected to maintain high demand, with IDC forecasting China's smart computing power to reach 1037.3 EFLOPS by 2025, growing at a compound annual growth rate of 46.2% from 2023 to 2028 [4] - The global AI computing power market is projected to reach $1.2 trillion by 2025, with China accounting for 38% of this market [4] - Concerns exist regarding the light module industry's capacity expansion, which is capital and technology-intensive, potentially leading to supply issues if demand outpaces production capabilities [4] Gold Market - International gold prices saw a short-term increase, with spot gold rising by 1.07% to $3994.42 per ounce [5] - Domestic gold jewelry prices significantly decreased, with some brands dropping below 1190 yuan per gram [5]
北证50猛拉8%，光伏板块爆发，黄金再度逼近4000美元
2 1 Shi Ji Jing Ji Bao Dao·2025-10-29 07:34