证券时报·2025-10-21 08:47Market Overview - A-shares surged on October 21, with the Shanghai Composite Index returning above 3900 points, and the ChiNext Index rising over 3% [1] - The total trading volume in the three major markets reached 1.8929 trillion yuan, an increase of over 140 billion yuan compared to the previous day [1] AI Industry Chain - Stocks in the AI industry chain experienced a collective surge, with Yuanjie Technology hitting the daily limit of 20% and closing at 496.78 yuan [3][4] - Other notable performers included Zhongfu Circuit and Weier Gao, which rose over 15%, and New Yisheng, which increased by over 10% [3][4] - Demand for 1.6T optical modules is expected to rise significantly, with total industry demand projected to increase from 10 million units to 20 million units due to accelerated deployment of AI training and inference networks [4] Ocean Economy - The ocean economy concept saw strong gains, with stocks like Deshi Co., CITIC Heavy Industries, and Shenkai Co. hitting the daily limit [7][8] - The Ministry of Natural Resources emphasized the importance of standardizing resource protection and utilization during the 14th Five-Year Plan, which is expected to boost the development of deep-sea technology and related industries [9] Consumer Electronics - The consumer electronics sector was active, with stocks like Yunzhu Technology and Yachuang Electronics seeing significant gains, with Yunzhu Technology hitting the daily limit of 20% [11][12] - Apple's stock rose nearly 4%, driven by strong demand for the new iPhone 17 series, which saw a 14% increase in early sales compared to the iPhone 16 series [13] - The global smart glasses market is projected to see a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [13]