沪指重回3900点，机器人多股爆发

Market Overview - The A-share market rebounded, with the Shanghai Composite Index rising by 1.22% to reclaim the 3900-point mark, while the Shenzhen Component Index increased by 1.73% and the ChiNext Index rose by 2.36%. The total trading volume in the Shanghai and Shenzhen markets was 2.07 trillion yuan, a decrease of 503.4 billion yuan compared to the previous trading day [1] - The FTSE China A50 Index futures expanded their gains to 1.77% [3] Gold Market - Spot gold prices rose over 1% during the day, breaking the $4200 per ounce mark multiple times, and closing at $4206.945 per ounce. The price of domestic gold jewelry also increased, with some brands exceeding 1235 yuan per gram, up over 100 yuan per gram since October 1 [3] Sector Performance - The aviation transportation, innovative drugs, robotics, and charging pile sectors saw significant gains, while sectors such as photolithography and rare earths experienced declines [5] - The aviation sector saw a notable surge, with Huaxia Airlines hitting the daily limit, and other major airlines like China National Aviation, China Eastern Airlines, and China Southern Airlines rising over 5%. This was influenced by the announcement of new flight routes and the upcoming winter-spring flight season starting October 26 [6][8] Robotics Sector - The robotics sector showed strong performance, with stocks like Zhenghe Industrial hitting the daily limit and reaching historical highs. The market buzz included rumors of Tesla placing a $685 million order for linear actuators with a Chinese supplier, Sanhua Intelligent Controls [8] - Stocks in the robotics sector, such as Wolong Electric Drive and Beite Technology, saw increases of over 8% and 5%, respectively [9] Innovative Pharmaceuticals - The innovative pharmaceutical sector continued its upward trend, with stocks like Guangsheng Tang rising over 17% and Shutai Shen increasing over 12%. The upcoming European Society for Medical Oncology (ESMO) conference is expected to showcase significant clinical research results, driving market anticipation [10] - In the first eight months of 2025, the number of overseas business development transactions by Chinese innovative pharmaceutical companies reached 83, with a total transaction value of 84.5 billion yuan, reflecting a 62.81% increase compared to the entire year of 2024 [10]