Core Viewpoint - The market experienced a significant upward movement in the morning, with the Shanghai Composite Index reaching a new high for the year and the ChiNext Index rising over 2% [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.23 trillion, an increase of 180.8 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index rose by 0.42%, the Shenzhen Component Index increased by 1.3%, and the ChiNext Index gained 2.09% [1] Sector Performance - The storage chip sector saw substantial gains, with companies like Shannon Technology and Puran Co. both hitting new highs [1] - The commercial aerospace sector experienced a strong surge, with Dahua Intelligent Technology achieving two consecutive trading limit increases, and over ten commercial aerospace stocks hitting the daily limit [1] - The computing hardware sector also saw fluctuations, with Zhongji Xuchuang reaching a new high [1] Declining Sectors - The coal sector faced a collective decline, with companies such as Antai Group and Yunmei Energy hitting the daily limit down [1] - Sectors with notable gains included storage chips and CPO, while coal, local Shenzhen stocks, and gas sectors experienced significant declines [1]

【算力硬件股震荡走强 中际旭创涨近5%创历史新高】智通财经10月24日电，算力硬件股盘中持续走 强，中际旭创涨近5%，再创历史新高，此前生益电子20cm涨停，东田微涨超10%，长芯博创、立讯精 密、胜宏科技、工业富联等跟涨。消息面上，甲骨文数据中心项目拟发行380亿美元债券，规模创行业 纪录。 转自：智通财经 ...

每经AI快讯，10月23日，市场早盘震荡调整，量能再度萎缩，沪深两市半日成交额1.05万亿，较上个交 易日缩量508亿。盘面上热点较为杂乱，超3800只个股下跌。从板块来看，煤炭板块逆势走强，大有能 源回封涨停晋级8连板，郑州煤电、辽宁能源等多股走出4天2板。深圳本地股集体上涨，深赛格等10余 股涨停。传媒板块表现活跃，海看股份涨停。下跌方面，算力硬件方向集体下挫，CPO概念股领跌，天 孚通信、长飞光纤等股大跌。超硬材料概念股走弱，力量钻石、四方达均跌超7%。板块方面，深圳国 企改革、煤炭、文化传媒等板块涨幅居前，工程机械、CPO、贵金属等板块跌幅居前。截至收盘，沪指 跌0.66%，深成指跌0.87%，创业板指跌1.1%。 MACD金叉信号形成，这些股涨势不错！ ...

Market Overview - The Shanghai Composite Index fell by 0.66%, the Shenzhen Component Index dropped by 0.87%, and the ChiNext Index decreased by 1.1% during the midday session on October 23 [3] - Nearly 3,900 stocks in the two markets experienced declines, indicating a broad market downturn [3] Sector Performance - CPO and cultivated diamond concepts saw significant pullbacks, while hard technology sectors like storage chips and GPUs continued to adjust [3] - The rare earth, precious metals, and military industry sectors were sluggish, contrasting with a surge in Shenzhen state-owned enterprises and coal stocks, which saw a wave of limit-up trading [3] - The coal futures market experienced a notable increase, with the main contract rising over 4% to 1,246.5 CNY per ton [6] Notable Stocks - Several coal stocks, including Daya Energy and Shanxi Coking Coal, recorded limit-up trading, with Daya Energy achieving 9 consecutive limit-ups [8] - In the Shenzhen state-owned enterprise reform sector, stocks like Jian Kexuan and Shen Saige saw significant gains, with Jian Kexuan rising by 20.02% to 20.74 CNY [15][16] Trading Volume - The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion CNY, reflecting a decrease of nearly 50 billion CNY compared to the previous day [5] Currency and Monetary Policy - The People's Bank of China conducted a 2,125 billion CNY reverse repurchase operation with a rate of 1.40%, while 2,360 billion CNY of reverse repos were set to mature [21]

Market Performance - The market experienced a strong surge, with all three major indices closing higher at midday: Shanghai Composite Index up 1.2%, Shenzhen Component Index up 1.97%, and ChiNext Index up 2.92% [1] - Over 4,600 stocks rose across the two markets, with a total trading volume of 1.15 trillion yuan [1] Industry Highlights - The cultivated diamond sector continued its strong performance, rising by 5.23% at midday, with stocks like Inno Laser, Sifangda, Huifeng Diamond, Huanghe Xunfeng, and Hengsheng Energy hitting the daily limit [3] - The deep earth technology sector remained robust, with ShenKai Co. and Petrochemical Machinery both achieving two consecutive trading limits, and several other stocks also hitting the daily limit [3] - The computing hardware sector maintained its strength, with active performance in the Apple supply chain and a significant rise in storage chip concepts [3] Sector Adjustments - The coal industry faced a decline, dropping 1.24% at midday, with notable declines in stocks such as Antai Group down 6.42% and Baotailong down 5.91% [3] - The aviation, airport, and gas sectors followed suit with slight declines, while the banking and liquor sectors showed relative weakness but with minimal overall declines [3] News Developments - At the 15th China Henan International Investment and Trade Fair, Power Diamond announced the successful cultivation of a 156.47-carat artificial diamond rough [3] - Recent outbreaks of avian influenza have been reported in multiple regions of Germany, with numerous migratory birds found dead [3] - Chery has achieved a technological breakthrough in the solid-state battery full industry chain and showcased the Rhino S solid-state battery module [3]

Report Summary 1. Investment Rating The provided content does not mention the industry investment rating. 2. Core Views - Overseas: Overnight, gold closed down 5.31%. The decline was related to market structure as high prices led to less buying. The risk of the gold slump did not spread to other assets. Risk assets were supported by factors such as the expected end of the US government shutdown this week and optimistic expectations for Sino - US negotiations. The US dollar index, US bonds, and crude oil rose, the US volatility index fell sharply, and the three major US stock indexes showed mixed performance [2]. - Domestic: On Tuesday, the domestic market showed a rebound. The Shanghai Composite Index rose 1.36%, the Shenzhen Component Index rose 2.06%, and the ChiNext Index rose 3.02%. The market was led by technology stocks like computing power hardware. Sectors such as communication, electronics, building decoration, and real estate led the gains, while coal declined. The market's mid - day rise on the previous day was an index - repair rebound rather than a new uptrend due to reduced trading volume and index incoordination. Short - term, the impact of precious metal retracement on the market needs attention, and the index is expected to fluctuate around the 20 - day moving average. Medium - term, the market requires joint efforts from policies and fundamentals [3]. 3. Summary by Directory 3.1 Important News - High - profile political events include the election of Kishida Fumio as the Japanese Prime Minister, the formulation of a 12 - point Russia - Ukraine peace plan by Europe and Ukraine, and Trump's intention to visit China next year [5][7]. - Diplomatic exchanges involve calls between Chinese Minister of Commerce Wang Wentao and Dutch Economic Minister Karel de Groot, and a video conference between Wang Wentao and EU Commissioner for Trade and Economic Security Valdis Dombrovskis [7]. - Diplomatic responses were made regarding the US threat to cut off aircraft parts supply to China [7]. 3.2 Futures Market Tracking - **Price and Volume Data**: The report provides detailed price, volume, and position data for various stock index futures contracts, including the Shanghai 50, CSI 300, CSI 500, and CSI 1000. For example, the Shanghai 50 index rose 1.09%, and its futures contracts IH2511, IH2512, etc., also showed different degrees of increase [9]. - **Base and Spread Data**: It also presents base and spread data for different contracts, which helps investors understand the relative price relationships between futures and spot markets and among different futures contracts [9]. 3.3 Spot Market Tracking - **Index Performance**: Multiple indexes, including the Wind All - A Index, Shanghai Composite Index, and Shenzhen Component Index, showed varying degrees of increase. For example, the Wind All - A Index rose 1.62%, and the Shanghai Composite Index rose 1.36% [32]. - **Sector Performance**: Different sectors had different performances. Communication, electronics, and other sectors led the gains, while coal declined. The report also provides detailed data on sector performance in terms of price changes, trading volume, and other aspects [32]. - **Market Style Impact**: Analyzes the impact of different market styles (cyclical, consumer, growth, financial, and stable) on major indexes such as the Shanghai 50, CSI 300, CSI 500, and CSI 1000 [33][34]. - **Valuation and Volume Data**: Presents valuation data for important indexes and Shenwan sectors, as well as market trading volume and turnover rate data, which helps investors understand the overall market valuation and trading activity levels [36][39][41]. 3.4 Liquidity Tracking - **Central Bank Operations**: The report shows the central bank's open - market operations, including currency injection, currency withdrawal, and net currency injection [50]. - **Interest Rate Data**: It also provides Shibor interest rate data, which reflects the short - term inter - bank lending rates [51].

每经AI快讯，CPO等算力硬件股午后走强，新易盛、中际旭创涨超10%，天孚通信、工业富联涨超 6%，胜宏科技、景旺电子涨超5%。 （文章来源：每日经济新闻） ...

南方财经10月21日电，CPO等算力硬件股午后走强，新易盛、中际旭创涨超10%，天孚通信、工业富联 涨超6%，胜宏科技、景旺电子涨超5%。 ...

Core Viewpoint - The market experienced a rebound on October 21, with the ChiNext Index rising over 3% during intraday trading, indicating a positive sentiment among investors [1] Market Performance - Nearly 4,600 stocks in the market saw an increase, reflecting broad-based buying interest [1] - The half-day trading volume for the Shanghai and Shenzhen stock exchanges reached 1.15 trillion yuan, a decrease of 11.5 billion yuan compared to the previous trading day [1] - By the midday close, the Shanghai Composite Index rose by 1.2%, the Shenzhen Component Index increased by 1.97%, and the ChiNext Index was up by 2.92% [1] Sector Highlights - The deep earth technology concept continued to strengthen, with companies like ShenKong Co. and PetroChina Machinery both achieving two consecutive trading limit increases [1] - The computing hardware sector maintained its strong performance, with the Apple supply chain showing active movement [1] - The storage chip concept saw a significant surge, indicating robust demand in this area [1]

Market Overview - A-shares experienced a rebound today, with the ChiNext index rising over 3% during the session, and nearly 4,600 stocks in the market saw gains [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.15 trillion yuan, a decrease of 11.5 billion yuan compared to the previous trading day [1] Sector Performance - The computing hardware sector continued its strong performance, with major players in optical modules seeing significant gains [3] - The Apple supply chain showed active performance, highlighted by a stock surge in Huanxu Electronics, which hit the daily limit [3] - The storage chip sector saw a substantial increase, with Xiangnong Xinchuan rising over 13% during the session [3] - In contrast, coal stocks mostly declined, with companies like Antai Group experiencing significant drops [3] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 1.2%, reclaiming the 3,900-point level, while the Shenzhen Component Index increased by 1.97%, and the ChiNext index surged by 2.92% [3]