Core Viewpoint - The A-share market experienced a strong performance post-National Day holiday, driven by external market support, increased trading volume, and a broad-based rally in various sectors, particularly technology and resource sectors. Market Performance - On October 9, the three major A-share indices rose significantly, with the Shanghai Composite Index up 1.24%, the Shenzhen Component Index up 1.75%, and the ChiNext Index up 1.77% [1] - Over 3,200 stocks in the market saw gains, indicating a strong bullish sentiment [1] Sector Highlights - **Precious Metals and Resources**: The surge in international gold prices led to a collective rise in the precious metals sector, with stocks like Sichuan Gold and Jiangxi Copper hitting the daily limit [1][5] - **Controlled Nuclear Fusion**: The controlled nuclear fusion sector saw explosive growth, with multiple stocks, including Guoguang Electric, reaching the daily limit [1][4] - **Semiconductors**: The semiconductor sector continued its strong performance, with companies like Huahong Semiconductor and CanSemi both hitting historical highs [1] - **Batteries and Other Sectors**: Other sectors such as batteries, securities, and steel also showed notable activity during the trading session [1] Market Drivers - **External Environment and Currency Support**: The strong market performance was supported by a favorable external environment, with global indices rising during the National Day holiday, particularly in Southeast Asia [2] - **Increased Trading Volume**: The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, reflecting active participation from new capital [2] - **Technological and Resource Sector Catalysts**: The technology sector was buoyed by positive news from the AI industry, while the resource sector benefited from a historic rise in gold prices, surpassing $4,000 per ounce [2][5] Institutional Insights - **Zhongshan Securities**: The market is expected to continue its upward trend, supported by ongoing inflows of new capital and a stable economic backdrop [3][8] - **CITIC Securities**: The focus remains on technology and gold sectors, with expectations of continued strength in these areas due to global liquidity and improving U.S.-China relations [9] - **Shenwan Hongyuan**: The outlook for the fourth quarter remains positive, with a focus on technology and select cyclical sectors [10] - **Industrial Trends**: Emphasis on sectors benefiting from the "14th Five-Year Plan," including innovative pharmaceuticals, AI, and battery technologies [11]

Market Performance - On the first trading day after the holiday, A-shares saw a strong performance with the Shanghai Composite Index rising by 1.24%, surpassing the 3900-point mark for the first time in over 10 years [1] - The Shenzhen Component Index increased by 1.75%, while the ChiNext Index rose by 1.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 17.269 billion yuan, an increase of 3.571 billion yuan compared to the previous day, with 3200 stocks rising across the market [1] Sector Highlights - The international gold price broke the 4000 USD mark, leading to significant gains in the gold and non-ferrous metal sectors, with stocks like Chifeng Jilong Gold Mining and Sichuan Gold hitting the daily limit [1] - The controlled nuclear fusion concept saw strong performance, with stocks such as Guoguang Electric and Hanhua Welding Technology also hitting the daily limit, following key breakthroughs in China's nuclear fusion device construction [1] - The semiconductor sector experienced a surge, with companies like Zhaoxin Semiconductor and Huahong Semiconductor reaching historical highs [1] - Rare earth permanent magnet stocks collectively rose, with Antai Technology hitting the daily limit and other companies like Jinkeli Permanent Magnet and Zhongkuang Resources increasing by over 8% due to export controls on related rare earth items [1] Underperforming Sectors - The film and cinema sector faced declines, with Huace Film and Television dropping over 12% and other companies like Hengdian Film and China Film hitting the daily limit down, as the 2025 National Day box office fell short of last year's figures [1] - The liquor sector also saw declines, with Gujing Distillery and Huangtai Liquor both dropping over 3% [1] - The real estate sector experienced widespread declines, with Shen Shen Fang A hitting the daily limit down and Zhangjiang Hi-Tech dropping over 9% [1]

三大指数早盘集体上涨，截至午盘，上证指数涨1.24%，深成指涨1.75%，创业板指涨1.77%，北证50涨 0.25%。沪深京三市半日成交额17269亿元，较上日放量3571亿元。全市场3200只个股上涨。板块题材 方面，有色金属、黄金、可控核聚变、半导体、风电设备、钢铁板块涨幅居前；旅游、影视院线、白 酒、房地产、猪肉板块跌幅居前。盘面上，受国际金价大涨影响，有色金属、贵金属板块集体大涨，四 川黄金、江西铜业、白银有色等近10股涨停。可控核聚变板块全线爆发，国光电气20cm涨停，融发核 电、合锻智能、浙富控股等10余股封板。半导体板块延续强势，华虹公司、灿芯股份双双20cm涨停创 出历史新高，中微公司、芯原股份、中科飞测等多股同样刷新历史高位。此外、电池、证券、钢铁等板 块盘中均有所异动。影视院线、旅游、白酒等传统消费板块表现落后，横店影视、中国电影、博纳影业 盘中跌停，凯撒旅业、西域旅游、山西汾酒、泸州老窖纷纷下挫。 ...

Market Overview - The three major indices opened higher on October 9, with the Shanghai Composite Index rising by 1.19% to surpass 3900 points for the first time since August 2015 [1][2] - The Shenzhen Component increased by 1.84%, and the ChiNext Index rose by 1.99%, with over 3200 stocks in the two markets experiencing gains [1][2] - The total trading volume reached 1.65 trillion yuan, an increase of 525.7 billion yuan compared to the previous trading day [1] Sector Performance - The STAR 50 Index saw a gain of over 5%, with significant increases in the semiconductor industry, including Chipone Technology rising over 16% [1][2] - The GPU, controllable nuclear fusion, and rare earth sectors led the gains, while real estate and short drama sectors faced declines [3][4] - Notable stocks included ZTE Corporation, which hit the daily limit with a trading volume exceeding 12 billion yuan, and H-shares rising nearly 12% to a historical high [3] Chip Sector Highlights - The storage chip sector experienced a significant surge, with companies like Huahong Semiconductor and Yake Technology hitting their daily limits [4][5] - The STAR 50 ETF increased by 3.31%, with stocks such as Western Superconducting and Chipone Technology showing gains of over 16% [5][6] - A recent report indicated that global storage chip prices have been rising, with expectations of a 10% increase in server eSSD prices and a 10-15% rise in DDR5 RDIMM prices in Q4 2025 [6] Gold and Precious Metals - Gold futures surged, with the main contract breaking the 900 yuan/gram mark, reaching a historical high of 913.5 yuan/gram [7][8] - The precious metals sector saw collective gains, with companies like Sichuan Gold and Zhongjin Gold rising significantly [8] Nuclear Fusion and Rare Earth Developments - The controllable nuclear fusion sector showed strong performance, with companies like Hezhong Intelligent and Western Superconducting gaining traction following news of China's nuclear fusion device construction [9] - Rare earth stocks also performed well, with Baotou Steel and Northern Rare Earth seeing increases after the Ministry of Commerce announced new export controls on rare earth technologies [10]

Market Overview - The three major indices opened higher, with the Shanghai Composite Index rising by 1.19%, Shenzhen Component Index by 1.84%, and ChiNext Index by 1.99%, marking the first time since August 2015 that the Shanghai Composite Index surpassed 3900 points [1] - Over 3200 stocks in the two markets increased, with a trading volume of 1.65 trillion yuan, an increase of 525.7 billion yuan compared to the previous trading day [1] Semiconductor Sector - The semiconductor industry saw significant gains, with the STAR 50 Index rising over 5%. Notable stocks included Chipone Technology, which surged over 16%, and other companies like Zhongwei Technology and Canaan Inc. also performed well [1][7] - Storage chip stocks experienced a breakout, with Huahong Semiconductor hitting a 20% limit up, and several other companies like Yake Technology and Shenzhen South Circuit also reaching their limits [5] - The STAR 50 ETF increased by 3.31%, with stocks like Western Superconducting and Chipone Technology seeing gains exceeding 16% [7] Gold and Precious Metals - Gold futures surged, breaking the 900 yuan/gram mark, reaching a historical high of 913.5 yuan/gram. The precious metals sector saw significant increases, with companies like Sichuan Gold and Zhongjin Gold hitting their upper limits [9] - COMEX gold futures fell by 0.81% to $4037.4 per ounce, but had accumulated a 4.45% increase during the National Day holiday [9] Controlled Nuclear Fusion - Stocks related to controlled nuclear fusion showed strong performance, with companies like Hezhong Intelligent and Western Superconducting gaining traction. The construction of China's nuclear fusion device BEST has begun, which is expected to demonstrate nuclear fusion power generation by 2030 [10] Rare Earth Sector - Rare earth stocks also performed well, with Baotou Steel rising over 8% and Northern Rare Earth increasing over 6%. The Ministry of Commerce announced new export controls on rare earth-related technologies, which may impact the sector [11][12]

9日上午，上证指数盘中突破3900点，续创10年新高，自4月7日低点已涨超28%，年内累计涨幅达16%。 | L | | w A股 | | | | --- | --- | --- | --- | --- | | 港股 A服 | 美股 | 全球 | 商品 | 汁 三 外汇 | | 已为您生成昨日市场智评 | | | | 查看 | | 内地股票 △ | | | | | | 行情 | | 资金净流入 | | 涨跌分布 | | 上证指数 | | 深证成指 | | 北证50 | | 3900.04 | | 13637.69 | | 1523.33 | | +17.26 +0.44% +111.19 +0.82% | | | | -5.30 -0.35% | | 科创50 | | 创业板指 | | 万得全A | | 1547.37 | | 3264.54 | | 6390.67 | | +52.08 +3.48% | | +26.38 +0.81% | | +41.73 +0.66% | | 沪深300 | | 中证500 | | 中证A500 | | 4673.63 | | 7472.55 | | 5662.36 | ...

深成指、创业板指双双涨超2%，沪指涨超1%，贵金属、可控核聚变、半导体等板块涨幅居前。 (本文来自第一财经) ...

节后首个交易日（10月9日），国防军工板块早盘盘中水下直线拉起，代码有"八一"的国防军工ETF （512810）直线冲高1%！成份股方面，可控核聚变概念股活跃，西部超导一度冲击18%，联创光电大 涨超6%。 消息面上，位于安徽合肥未来大科学城的紧凑型聚变能实验装置（BEST）主机首个关键部件——杜瓦 底座成功落位安装，标志着项目主体工程建设步入新阶段，部件研制和工程安装开启"加速度"。 分析人士认为，"九三"后资金兑现调仓或已接近尾声，当前国防军工板块整体或已企稳，随着"十五 五"临近，新一阶段的装备建设即将启动，重点关注景气上行和新质新域方向。 风险提示：国防军工ETF被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。2020- 2024年分年度历史收益分别为：67.91%、14.28%、-25.74%、-11.02%、8.20%。指数成份股构成根据该 指数编制规则适时调整，其回测历史业绩不预示指数未来表现。以上个股均为标的指数成份股，仅作展 示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金 管理人评估的本基金的风险等级为R3-中风 ...

上证报中国证券网讯 10月9日，创业板指涨超1%。截至9时39分，沪指涨0.27%，深成指涨0.83%，创业 板指涨1.02%。贵金属、可控核聚变、有色金属等板块涨幅居前。 来源：上海证券报·中国证券网 ...

(本文来自第一财经) 合锻智能、永鼎股份竞价涨停，天力复合涨超10%，常辅股份、西部超导、国光电气、兰石重装等涨逾 5%。 ...