Nvidia(US:NVDA) Xuan Gu Bao·2025-10-29 10:50Group 1: Institutional Trading Insights - Today, 38 stocks were listed on the institutional trading leaderboard, with 24 stocks seeing net purchases and 14 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Sunshine Power (1.055 billion), Keda Guochuang (273 million), and Lian Te Technology (267 million) [1][2] Group 2: Sunshine Power Financial Performance - Sunshine Power reported a Q3 earnings per share of 5.73 yuan and a net profit of 11.881 billion yuan, reflecting a year-on-year growth of 56.34% [2] Group 3: Quantum Technology Collaborations - Tianrongxin has invested in Anhui Wentian Quantum and established a strategic partnership, focusing on quantum information technology with multiple international and domestic patents [3] - Keda Guochuang has made investments in Guoyi Quantum and Jiuzhang Quantum, and has engaged in minor software business collaborations within the quantum industry chain [4] Group 4: PCB/Copper Clad Laminate Market - A report from Shanghai Securities indicates that Nvidia's Rubin utilizes M9 materials, benefiting the upstream materials for AI PCBs amid an upgrade wave [5] - Currently, M7 and M8 levels remain mainstream for high-end AI servers, while M9 level advancements are becoming a market focus [5]