“7连板”热股，上演“天地天”

Market Overview - The three major A-share indices experienced a pullback today, with the Shanghai Composite Index down 0.4%, the Shenzhen Component Index down 0.76%, and the ChiNext Index down 1.12% [2] Lithium and Banking Sectors - The lithium battery concept stocks saw a rise and then a retreat, while the banking sector showed gains [2] Individual Stock Performance - After a three-day suspension for verification, the stock of China Fortune Land Development was highly sought after upon resuming trading, reaching a closing price of 26.18 yuan per share, with a total market capitalization of 10.42 billion yuan. The stock has seen 13 limit-up days in the last 15 trading days, with a cumulative increase of 291.92% [3] - Jiumuwang exhibited a "limit-up and limit-down" trading pattern, achieving a "7 consecutive limit-up" streak, closing at 18.41 yuan per share with a total market capitalization of 10.58 billion yuan [8][10] Computing Power Sector - The computing power stocks showed active performance in the afternoon, with Zhongfu Circuit hitting the limit-up, and Tengjing Technology rising over 10% to set a new historical high. The Huawei Euler concept stocks also saw a surge, with *ST Dongtong achieving two consecutive limit-ups [5] - Nvidia reported record revenue of $57 billion for the third quarter ending October 26, 2025, a 62% year-over-year increase, exceeding analyst expectations. Net profit reached $31.9 billion, a 65% increase year-over-year [5] - Huawei announced an upcoming forum focused on AI container applications, aimed at enhancing computing resource efficiency [5][6] Industry Insights - According to research from Zhongtai Securities, AI computing power is becoming a major growth engine in the telecommunications industry, with a focus on the delivery capabilities of leading optical module manufacturers [6] - Jiangsu Securities noted that AI-driven computing power infrastructure is expanding rapidly, with increased capital expenditure directed towards intelligent computing centers, indicating a strong demand for data center interconnectivity [6]