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A股,大涨!发生了什么?
中国基金报·2025-10-28 04:30

Market Overview - On October 28, the A-share market opened lower but rebounded, with the Shanghai Composite Index surpassing the 4000-point mark for the first time in ten years, closing at 4005.44 points, up 0.21% [2][3] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.35 trillion yuan, with 3057 stocks rising and 2142 stocks falling [5] Sector Performance - The artificial intelligence and cloud computing sectors led the gains, while the gold and coal sectors experienced significant declines [5] - Notable sectors with strong performance included two-way integration, glass fiber, lithium battery electrolyte, optical modules, and optical chips [5][6] Key Stocks - New Yisheng's stock rose nearly 4%, with a current price of 420.01 yuan per share and a market capitalization of 417.5 billion yuan, reflecting a year-to-date increase of over 400% [9] - Tianfu Communication's stock increased by 2.59%, currently priced at 194.98 yuan per share, with a market cap of 151.6 billion yuan and a year-to-date increase of over 200% [10] - Lian Te Technology surged over 12%, with other companies like Dekeli, Cambridge Technology, and Shijia Photon also showing significant gains [12] Optical Module Sector - The optical module market is experiencing rapid growth driven by the increasing demand for AI computing power, with leading companies expected to maintain strong profitability and competitive advantages [14] Robotics Sector - The humanoid robot sector saw significant gains, with Sanhua Intelligent Control's stock rising over 6% to a record high of 50.68 yuan per share, with a market cap of 207.6 billion yuan [16] Domestic Software Sector - Kingsoft Office's stock rose over 8% to 343.14 yuan per share, with a market cap of 158.9 billion yuan, following a strong Q3 report showing a 25.33% year-on-year increase in revenue [21][23] - Other application software stocks like Geer Software and Tax Friend recorded gains of 10% [24] Banking Sector - The banking sector showed mixed performance, with Agricultural Bank reaching a new historical high of 8.31 yuan per share, up nearly 1% [26][29] - Postal Savings Bank and Industrial and Commercial Bank also saw slight increases, while other banks like CITIC Bank and Everbright Bank experienced declines [28][29] Precious Metals Sector - The precious metals sector faced declines, with stocks like Shengda Resources and Zhaojin Gold dropping over 2% [30][31] - International gold prices showed volatility, with spot gold trading at approximately $1991.42 per ounce [32]