A股突然全线大涨，发生了什么？

Market Overview - On October 21, A-shares saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 1.36%, surpassing 3900 points, while the Shenzhen Component Index rose by 2.06% and the ChiNext Index by 3.02% [3] - The total market turnover reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous trading day, with over 4600 stocks rising [3] CPO Sector Performance - The computing power (CPO) sector reignited market enthusiasm, with significant movements in leading stocks. Yuanjie Technology hit the daily limit, reaching a historical high, while Industrial Fulian led net inflows with 2.207 billion yuan, up 9.57% [5][9] - Other notable performers included Xinyi Technology and Lixun Precision, with net inflows of 1.792 billion yuan and 1.52 billion yuan, respectively [5] - The CPO sector index rose by 3.81%, with key stocks like Yuanjie Technology up 20%, Zhongfu Circuit up 16.02%, and Weiergao up 15.05% [10] AI Computing Power Developments - Alibaba Cloud's Aegaeon system, which optimizes model switching and reduces overhead by 97%, was recognized at the SOSP conference, showcasing significant advancements in AI computing capabilities [11] - The system supports multiple models on a single GPU, improving throughput by 1.5 to 9 times and reducing GPU requirements by 82% [11] - Citic Securities anticipates that the rapid iteration of domestic AI models and seamless adaptation of domestic computing chips will drive sustained growth in the AI sector [11] Optical Module Market Insights - Guosheng Securities reports that the optical module market is experiencing rapid growth driven by AI computing demand, with price fluctuations reflecting technological advancements and cost control [12] - Leading companies in the optical module sector are expected to maintain strong profitability and competitive advantages due to the global data center construction and upgrade wave [12] Power Sector Trends - The power sector saw a significant rise, with stocks like Shanghai Electric and Hengsheng Energy hitting the daily limit, reflecting a broader trend in the industry [14] - Citic Jin Investment Securities notes that the global demand for electrical equipment is on the rise, driven by increased electricity consumption from AI, leading to higher capital expenditure from major companies [16]