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Core Viewpoint - The A-share market is experiencing a strong upward trend, with major indices rising over 1%, and the Shanghai Composite Index nearing the 4000-point mark, a level not seen since August 2015 [1][2]. Market Performance - The market is characterized by active hotspots, with over 3300 stocks closing in the green. The trading volume in the Shanghai and Shenzhen markets reached 2.34 trillion, an increase of 365.9 billion from the previous trading day [3]. - Key sectors showing significant gains include small metals, electronic chemicals, components, and semiconductors, with notable performance in concepts like storage chips, AI PCs, and Co-Packaged Optics (CPO) [3][4]. Storage Chip Sector - The storage chip sector continues to thrive, driven by exponential demand from AI servers for storage capacity and bandwidth [5]. - Prices for DRAM have surged, with a nearly 100% year-on-year increase in September, and certain DDR4 models seeing price increases of over 300% since April. Major players like Samsung and SK Hynix are expected to raise prices by 30% in Q4 [6]. High-Tech Industry Development - The Chinese government has set a goal to cultivate high-tech industries over the next decade, with projections indicating that the market size of seven key future industries could exceed 10 trillion yuan by 2030 [7]. - The focus is on emerging pillar industries, with the "Three New" economy expected to account for over 18% of GDP by 2024, particularly in sectors like new energy and aerospace [10]. Investment Directions - Quantum Technology: Emphasizes a gradient development approach, with quantum measurement leading in commercialization, followed by quantum communication and quantum computing [12]. - Biomanufacturing: Driven by technology substitution and scene expansion, with significant potential to replace 20%-30% of chemical products [13]. - Hydrogen and Nuclear Fusion Energy: Positioned as complementary forces in the energy revolution, focusing on industrial and transportation decarbonization [14]. - Brain-Computer Interfaces: Targeting medical applications first, with consumer applications expected to follow as technology matures [15]. - Embodied Intelligence: Focused on industrial applications initially, with consumer applications anticipated to explode later [16]. - 6G Technology: Aiming for seamless global coverage and integration of AI, with commercial deployment expected by 2030 [17][19].