开盘：三大指数集体低开 创指大幅低开2.08% AI PC板块跌幅居前

Market Overview - The three major indices opened lower, with the Shanghai Composite Index down 0.95% at 3922.58 points, the Shenzhen Component down 1.68% at 12953.84 points, and the ChiNext Index down 2.08% at 3068.95 points [1] Monetary Policy - The People's Bank of China announced a 700 billion yuan reverse repurchase operation for three months to maintain ample liquidity in the banking system [1] Semiconductor Industry - The Dutch government intervened in the internal affairs of ASML, leading to a court ruling that stripped Chinese companies of their equity, which has severely impacted the global semiconductor supply chain. ASML (Netherlands) announced on October 26 that it would stop supplying wafers to ASML (China), disrupting normal production [1] Stock Market Activity - In October 2025, new A-share accounts opened totaled 2.31 million, a 66% decrease from 6.85 million in October last year. The cumulative new accounts for the first ten months of 2025 reached 22.46 million, an 11% year-on-year increase [2] Corporate Actions - Midea Group announced it has repurchased a total of 9.575 billion yuan worth of A-shares [5] - China Xinda, the third-largest shareholder of Founder Securities, plans to reduce its stake by no more than 1% [3] - Longi Green Energy, the third-largest shareholder of Zhongjing Technology, and director Guo Bingjian plan to reduce their holdings by no more than 3.66% [4] - Redick announced plans to acquire a 20.41% stake in Aoyite Technology for 160 million yuan [7] Technology Developments - The 6G Development Conference will be held in Beijing on November 13-14, focusing on key technology reports related to 6G intelligent integration and immersive communication [2] - Apple plans to launch its first low-cost MacBook in the first half of next year, priced below $1,000 [13] - Tesla's CEO Elon Musk stated that AI5 chip samples are expected to be released in 2026, with mass production planned for 2027 [21] - AMD reported third-quarter revenue of $9.25 billion, exceeding analyst expectations of $8.74 billion, and forecasts fourth-quarter revenue between $9.3 billion and $9.9 billion [22] Market Sentiment - The U.S. Senate failed to pass a temporary funding bill, leading to a potential record government shutdown [11] - The cryptocurrency market continued to decline, with Bitcoin dropping below $100,000 and Ethereum falling over 15% [18] - Major U.S. stock indices closed lower, with the Nasdaq down 2.04%, S&P 500 down 1.17%, and Dow Jones down 0.53% [18]