见证历史！刚刚，A股突变！

Market Overview - On September 25, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index up 0.16%, Shenzhen Component Index up 1.14%, and ChiNext Index up 2.22% [3] - The trading volume in the Shanghai and Shenzhen markets exceeded 1.5 trillion yuan, an increase of 139.7 billion yuan compared to the previous trading day [4] Sector Performance - The computer hardware, communication equipment, internet, electrical grid, and precious metals sectors all rose over 2%, while sectors such as gas, ports, engineering machinery, highways, and shipping showed weakness [4] - The server concept index led the market with a rise of 3.88%, while the cloud computing index increased by over 3% [12] Notable Stocks - Contemporary Amperex Technology Co., Ltd. (CATL) saw its A-share market value surpass that of Kweichow Moutai, with a stock price increase of 4.98% to 398.86 yuan per share, bringing its total market value to 1,832.7 billion yuan [7][9] - In the AI hardware sector, Inspur Information and UFIDA both experienced significant gains, with Inspur hitting the daily limit up and UFIDA rising by 8.9% [13][17] Game and E-commerce Stocks - Game and e-commerce stocks performed well, with Kunlun Wanwei rising by 10.22% and several other stocks like Iceberg Network and Star Glory Entertainment increasing by over 8% [20][21] - The e-commerce sector also saw strong performance, with companies like Yiwang Yichuang and Tianxiexiu hitting their daily limits [22] Non-ferrous Metals Sector - The non-ferrous metals sector experienced a strong rally, particularly in copper, with companies like Northern Copper and Jingyi Co. hitting the daily limit [25][27] - The recent fatal landslide at Freeport McMoRan's Grasberg mine in Indonesia has raised global copper prices and triggered supply chain concerns [27] Policy and Industry Developments - The Jilin Provincial Government has issued guidelines to accelerate AI innovation, aiming for a computing power scale of over 5000 PFLOPS by the end of 2027 [18] - Alibaba announced a partnership with NVIDIA for Physical AI and plans to invest an additional 380 billion yuan in AI infrastructure [18] - The Ministry of Commerce and other departments released guidelines to promote digital consumption, supporting the development of vertical industry e-commerce [23]