Macro News - Shanghai Stock Exchange aims to enhance the integration of artificial intelligence with core productivity, focusing on building advanced computing infrastructure and improving capital market functions to meet large-scale financing needs [1] - Central Huijin and its asset management plans saw their ETF holdings increase by over 200 billion yuan in a single quarter, reaching approximately 1.55 trillion yuan, providing support to the stock market [1] Industry News - The total scale of public funds in China reached 36.74 trillion yuan by the end of September 2025, marking the sixth historical high this year, with significant growth in stock and mixed funds [3] - The Ministry of Housing and Urban-Rural Development emphasizes the need to improve the basic systems for commodity housing development, financing, and sales, aiming to enhance housing supply for urban workers and families in need [4] - OpenAI plans to submit an IPO application as early as the second half of 2026, with a potential valuation of around 1 trillion dollars and aims to raise at least 60 billion dollars [5] Sector Insights - CITIC Securities forecasts that supply tightness will likely drive up prices for copper and cobalt, while lithium prices may benefit from unexpected demand in energy storage [6] - Guosheng Securities notes that electricity prices for thermal power will see an overall increase in 2025, with expectations of improved performance in the third quarter [6] - Galaxy Securities highlights that the consumer electronics industry is navigating challenges and opportunities, with AI becoming a core driver of development, particularly in smart glasses and AI hardware [7]
10月30日证券之星午间消息汇总：36.74万亿！公募基金总规模年内第六次创历史新高
Sou Hu Cai Jing·2025-10-30 03:59