这个假期，黄金涨疯了！全球资产全面上涨！国务院出手，证监会发声！长假影响市场的十大消息

Group 1: Global Market Performance - During the National Day holiday from October 1 to October 6, global assets saw a comprehensive rise, with U.S. stocks, Japanese stocks, gold, and Bitcoin reaching new historical highs [2] - The MSCI Global Index increased by 1.1%, with the MSCI Developed Markets Index rising by 1.0% and the MSCI Emerging Markets Index up by 1.9% [2] - The Hang Seng Technology Index rose by 1.3%, while the Hang Seng Index and FTSE China A50 futures increased by 0.4% and 0.1%, respectively [2] Group 2: Gold Market Insights - Gold prices surged significantly, with COMEX gold rising by 2.9% and silver by 3.8% during the holiday period [3] - On October 8, spot gold prices broke through $4000 per ounce for the first time, marking a year-to-date increase of nearly $1400 per ounce, or over 52% [3] - China's gold reserves increased to 74.06 million ounces by the end of September, marking the 11th consecutive month of increases [3] Group 3: Government Procurement Policy - The State Council issued a notice to implement a 20% price evaluation preference for domestically produced products in government procurement starting January 1, 2026 [4] - The policy aims to create a unified and competitive government procurement market, ensuring equal participation for various business entities [4] Group 4: AMD and OpenAI Partnership - AMD signed a four-year agreement with OpenAI, potentially generating hundreds of billions in new revenue and accelerating OpenAI's AI infrastructure [5] - AMD will provide tens of thousands of AI chips to OpenAI, starting with the MI450 chip, and will deepen collaboration on future products [5] Group 5: Capital Market Developments - The China Securities Regulatory Commission (CSRC) emphasized the need for high-quality planning and implementation of the "14th Five-Year" capital market plan [6] - The focus will be on deepening reforms in the Sci-Tech Innovation Board and the Growth Enterprise Market to enhance market attractiveness and competitiveness [6] Group 6: Whistleblower Reward System - The CSRC and the Ministry of Finance have significantly increased the reward standards for whistleblowers, with the maximum reward for providing major illegal activity leads raised to 1 million yuan [7][8] - The reward percentage has been increased from 1% to 3% of the penalties collected from the cases reported [8] Group 7: North Exchange Stock Code Change - Starting October 9, the North Exchange will switch to new securities codes for all existing stocks, transitioning to the 920 code [9] - This change will not affect trading rules, and investors can still use both old and new codes to access complete trading records [9] Group 8: U.S. Government Shutdown - The U.S. federal government officially shut down on October 1 due to the Senate's failure to pass funding bills, affecting hundreds of thousands of federal employees [10] Group 9: Japanese Political Landscape - Japan's ruling party elected its first female president, likely leading to the country's first female prime minister [11] Group 10: U.S. Tariff on Heavy Trucks - The U.S. will impose a 25% tariff on medium and heavy trucks starting November 1, impacting several major manufacturers [12] Group 11: Stock Unlocking Events - Over 11.69 billion shares will be unlocked this week, with a total market value of approximately 38.48 billion yuan [13] - The companies with the highest unlocking values include Fuchuang Precision and Zhongfu Shenying [13][14]