刚刚，集体大涨！A股，重磅来袭！

Core Viewpoint - The A-share market experienced a significant rally on October 24, with major indices reaching new highs, driven by strong performances in technology stocks, particularly in sectors like chips, commercial aerospace, and quantum technology [1][2]. Market Performance - On October 24, the Shanghai Composite Index rose by 0.71% to 3950 points, marking a ten-year high. The Shenzhen Component Index increased by 2.02%, the ChiNext Index by 3.57%, and the STAR 50 Index by 4.35%. Over 3000 stocks in the market saw gains [2]. - Chip stocks saw substantial increases, with companies like Xiangnong Chip and Purun Co. hitting the 20% limit up, while others like Huahong Semiconductor and Jiangbolong rose over 15% [2]. - The commercial aerospace sector also experienced a surge, with multiple stocks hitting the limit up or rising over 10% [2]. Policy and Strategic Directions - The Central Committee of the Communist Party of China held a press conference on October 24, discussing the spirit of the Fourth Plenary Session of the 20th Central Committee. The meeting emphasized the development of emerging pillar industries, including new energy, new materials, and aerospace, which are expected to create trillion-yuan markets [3]. - The National Development and Reform Commission highlighted the importance of forward-looking layouts in future industries, aiming to make quantum technology, biomanufacturing, and nuclear fusion new economic growth points [3]. Investment Focus Areas - Short-term market expectations are bolstered by the Fourth Plenary Session, which is likely to enhance investor confidence and focus on specific sectors [5]. - Mid to long-term perspectives suggest that the meeting's strategic directions will provide solid support for the A-share market, reinforcing confidence in China's economic resilience [5]. - Key sectors to watch during the 14th Five-Year Plan include digital technology, space economy, high-end manufacturing, and biotechnology [6][7]. Industry Trends - The focus on modern industrial systems and high-end manufacturing highlights the importance of sectors like artificial intelligence, low-altitude economy, and semiconductors [7]. - The green transition is also emphasized, with sectors such as photovoltaics and wind power gaining attention [7].