见证历史！刚刚，A股突变

Core Viewpoint - A-shares experienced a collective rise, with the ChiNext Index increasing over 2%, marking a significant moment as CATL's market value surpassed Kweichow Moutai's [1][4][5]. Market Performance - As of the midday close on September 25, the Shanghai Composite Index rose by 0.16%, the Shenzhen Component increased by 1.14%, and the ChiNext Index surged by 2.22% [1]. - 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 [2]. - A total of 2045 stocks rose, with 44 hitting the daily limit up, while 3243 stocks declined [2]. Sector Performance - The computer hardware, communication equipment, internet, electrical grid, and precious metals sectors all saw gains exceeding 2%, while sectors such as gas, ports, engineering machinery, highways, and shipping weakened [2]. - The server concept index led the market with a rise of 3.88%, and the cloud computing index increased by over 3% [8]. Notable Stocks - CATL's stock price reached 398.86 yuan per share, with a market capitalization of 1.8327 trillion yuan, marking a 4.98% increase [4]. - Kweichow Moutai's stock price slightly decreased to 1441.03 yuan per share, with a market capitalization of 1.8046 trillion yuan [5]. - Notable gains were observed in AI hardware stocks, with Inspur Information hitting the daily limit up and rising 10% [11]. Policy and Industry Developments - The Jilin provincial government issued implementation opinions to accelerate AI innovation, aiming for a computing power scale exceeding 5000 PFLOPS by the end of 2027 [12]. - Alibaba announced a partnership with NVIDIA for Physical AI and plans to invest an additional 380 billion yuan in AI infrastructure [12]. - The Ministry of Commerce and other departments released guidelines to promote digital consumption, supporting the development of vertical e-commerce [18]. Commodities and Supply Chain - The non-ferrous metals sector saw a strong rally, particularly in copper, driven by supply concerns following a fatal landslide at Freeport McMoRan's Grasberg mine [20][21].