沪深两市成交额1.87万亿，较上一个交易日放量1363亿。 10月21日，A股三大指数集体上涨，截至收盘，上证指数涨1.36%，重回3900点上方，深证成指涨 2.06%，创业板指涨3.02%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Ann | 3916.33 | 52.44 | 1.36% | | 399001 | 深证成指 | 100 | 13077.32 | 264.11 | 2.06% | | 399006 | 创业板指 | 2 | 3083.72 | 90.26 | 3.02% | | 000688 | 科创50 | m/ | 1406.32 | 38.42 | 2.81% | 盘面上，CPO、覆铜板、消费电子概念强势领涨，深地经济、培育钻石概念表现抢眼；电解液、煤炭、 民航板块逆势飘绿。 具体来看，深地科技概念集体爆发，神开股份、石化机械双双2连板，正元地信、中化岩土等多股涨 停。 煤炭、燃气板块调整，安泰集团跌超7%，宝泰隆跌超6%，长春燃气、胜通能源、兖 ...

今日A股市场震荡反弹， 创业板指涨超3%，沪指涨1.36%重返3900点。 沪深两市成交额1.87万亿，较上一个交易日放量1363亿。 盘面上，市场热点轮番活跃，全市场超4600只个股上涨。 深地科技概念持续走强 ，神开股份、石化机械双双2连板。 CPO概念股全天走强 ，"易中天"光 模块三巨头震荡拉升，源杰科技触及20cm涨停创历史新高。 苹果产业链表现活跃 ，环旭电子涨停，工业富联大涨。下跌方面，煤炭股走弱，安泰集团大 跌。 板块方面，培育钻石、工程机械、CPO等板块涨幅居前，煤炭等板块跌幅居前。 截至收盘，沪指涨1.36%，深成指涨2.06%，创业板指涨3.02%。 上证指数 创业板指 深证成指 -3916.33 -3083.72 -13077.32 +90.26 +3.02% +52.44 +1.36% +264.11 +2.06% 板块详情 > 市场概况 2776 1307 596 310 104 92 131 96 81 24 9 4 5 小于 大于 涨停 跌停 +6% +4% +2% 0% -2% -4% -6% -8% +8% -8% +8% 上涨 4628家 持平 下跌 729家 81家 跌 ...

2025.10.21 本文字数：1368，阅读时长大约3分钟 11:31 A股午盘｜上证指数涨1.2% 科技股持续反弹 上证指数报3910.13点，涨1.2%，深成指报13065.58点，涨1.97%，创业板指报3080.79点，涨2.92%。科 技股持续反弹，苹果产业链、存储芯片、CPO概念攻势如潮，深地经济概念开始发酵，地产、券商、 超硬材料板块表现抢眼；红利资产逆势下跌，煤炭、民航板块飘绿。全市场近4600股飘红。 11:01沪深两市成交额突破1万亿，较昨日此时缩量超500亿。 10:54深地经济概念盘中持续走强，正元地信20cm涨停，此前中裕科技、德石股份、山河智能等多股涨 停。消息面上，近日，自然资源部表示，"十五五"期间，自然资源标准化工作将聚焦：加快抢占深海、 深地等新兴和未来产业的标准化制高点。 10:43券商股盘中冲高，天风证券拉升逼近涨停，长江证券、太平洋、华泰证券、国海证券等跟涨。 09:57开盘不到半小时，沪深两市成交额突破5000亿，较昨日此时缩量近1000亿。 10:36上证指数涨近1%收复3900点，培育钻石、存储芯片、消费电子概念涨幅居前，全市场近4400股飘 红。 | (40 ...

2025.10. 21 本文字数：1368，阅读时长大约3分钟 11:31 A股午盘｜上证指数涨1.2% 科技股持续反弹 上证指数报3910.13点，涨1.2%，深成指报13065.58点，涨1.97%，创业板指报3080.79点，涨2.92%。 科技股持续反弹，苹果产业链、存储芯片、CPO概念攻势如潮，深地经济概念开始发酵，地产、券 商、超硬材料板块表现 抢眼；红利资产逆势下跌，煤炭、民航板块飘绿。 全市场近4600股飘红。 11:01 沪深两市成交额突破1万亿，较昨日此时缩量超500亿。 10:54 深地经济概念盘中持续走强，正元地信20cm涨停，此前中裕科技、德石股份、山河智能等多股 涨停。消息面上，近日，自然资源部表示，"十五五"期间，自然资源标准化工作将聚焦：加快抢占深 海、深地等新兴和未来产业的标准化制高点。 10:43 券商股盘中冲高，天风证券拉升逼近涨停，长江证券、太平洋、华泰证券、国海证券等跟涨。 10:36 上证指数涨近1%收复3900点，培育钻石、存储芯片、消费电子概念涨幅居前，全市场近4400股 飘红。 | 代码 | 名称 | 两日图 | | 现价 | 涨跌 | 涨跌幅 | | --- ...

（文章来源：每日经济新闻） 每经AI快讯，10月21日，深地经济概念盘中持续走强，正元地信20%涨停，此前中裕科技、德石股份、 山河智能、中化岩土、山东墨龙等多股涨停，恒立钻具、四方达涨超10%。 ...

Core Viewpoint - The concept of deep earth economy is gaining momentum in the market, with several stocks experiencing significant price increases, indicating strong investor interest in this sector [1] Group 1: Stock Performance - Zhengyuan Dixin has reached a daily limit increase of 20%, reflecting strong market confidence [1] - Other companies such as Zhongyu Technology, Deshi Co., Shanhua Intelligent, Zhonghua Yantu, and Shandong Molong have also hit their daily limit increases [1] - Hengli Drilling Tools and Sifangda have seen their stock prices rise by over 10%, further demonstrating the positive trend in this sector [1]

（一）重要市场新闻 1、美股高开高走，三大指数均涨超1%，纳指涨1.37%，道指涨1.12%，标普500指数涨1.07%；大型科 技股普涨，苹果涨约4%，创历史新高；奈飞涨超3%，英特尔、Meta涨超2%，特斯拉、谷歌、亚马逊 涨逾1%，微软小幅上涨；英伟达小幅下跌。纳斯达克中国金龙指数涨2.39%，中概股多数上涨，爱奇艺 涨超8%，蔚来涨近5%，金山云涨超4%，阿里巴巴涨近4%，哔哩哔哩、百度涨近2%。 1、10月20日，可重复使用火箭朱雀三号首飞箭顺利完成加注合练及静态点火试验，进入首飞关键准备 阶段，为今年正式入轨发射及一级回收开展各项准备。朱雀三号是我国面向大型星座组网任务，自主研 制的一款大运力、低成本、可重复使用的液体运载火箭，可在执行轨道发射任务后自主高精度返回，在 回收场实现软着陆并重复使用。近期我国商业航天卫星密集发射，北京时间2025年10月19日11时33分， 力箭一号遥八运载火箭在东风商业航天创新试验区发射升空，将搭载的巴基斯坦遥感卫星02星、中科卫 星03星和04星共3颗卫星顺利送入预定轨道。 点评：近期我国航天领域频繁传来震撼消息，商业航天高密度的发射节奏，显示出我国卫星互联网建设 ...

Group 1 - The "15th Five-Year Plan" is set to focus on the deep earth economy as a key strategic emerging industry, attracting significant attention from various parties [1] - The Ministry of Natural Resources indicates that the "15th Five-Year Plan" will accelerate the standardization of emerging and future industries such as deep sea and deep earth [1] - The deep earth economy encompasses activities related to the development of deep earth resources (oil, gas, minerals), deep space utilization, and technology research and equipment manufacturing, and is expected to be included in the "15th Five-Year Plan" [1] Group 2 - As land shallow resources become increasingly depleted, the strategy of seeking resources and space from the deep earth has become a major direction for national development [1] - The deep earth economy, centered on underground space and deep resource development, has rapidly developed in China due to policy support and technological advancements, becoming a new engine for economic growth [1] - The deep earth economy is crucial for resource security and is expected to receive strong policy support during the "15th Five-Year Plan," entering a golden development period [1] Group 3 - Companies related to the A-share market in this sector include Anku Technology and Wenzhou Hongfeng [2]

Robotics - A significant breakthrough in robotics algorithms has been achieved by a Chinese research team, introducing the world's first unified theory of "force-position hybrid control algorithm" that does not rely on force sensors, improving task success rates by approximately 39.5% compared to position-only control strategies [1] - The new algorithm enables robots to perform six types of operations, including position tracking and compliant force application, without sensors, enhancing human-robot collaboration safety through real-time interaction capabilities [1] - This advancement positions China at the forefront of intelligent control in robotics, providing critical technological support for industries such as smart manufacturing and rehabilitation [1] Deep Earth Economy - The Ministry of Natural Resources of China has announced plans to accelerate the standardization of emerging industries related to deep sea and deep earth during the 14th Five-Year Plan, with deep earth economy expected to be included in the planning [2] - The deep earth economy encompasses activities related to the development of deep earth resources and space utilization, becoming a new economic form that is rapidly developing under policy support and technological advancements [2] - This sector is crucial for resource security and is anticipated to receive strong policy backing during the 14th Five-Year Plan, marking a golden development period [2] Carbon Emissions - Hubei Province has launched an ecological environment rights trading platform that allows for the trading of ecological product values, with a cumulative transaction volume in the carbon market exceeding 10 billion yuan, ranking first in the country [3] - The platform integrates five core functions, including carbon emission rights and ecological product value realization, providing a one-stop service for enterprises' low-carbon transformation and enhancing resource allocation efficiency [3] CPO (Cloud and AI) - Demand for 1.6T optical modules is on the rise, with overseas clients increasing their procurement plans for 2026, driven by the accelerated deployment of AI training and inference networks [4] - The total demand for 1.6T optical modules is expected to rise from 10 million to 20 million units, reflecting the growing bandwidth requirements in the AI sector [4] Storage Chips - Micron Technology's executive has indicated that the DRAM supply situation will be more severe in 2026 due to high bandwidth memory (HBM) consuming three times the wafers compared to traditional DRAM products [5] - The current capacity of major memory manufacturers is being directed towards HBM production, with rising costs and time for establishing new DRAM wafer fabs limiting large-scale expansion in the short term [5] Macro and Industry News - The Ministry of Finance and the State Administration of Taxation have initiated a pilot program for joint regulation of accounting agencies in three provinces [6] - A meeting on cement industry growth emphasized the need for strict adherence to capacity replacement policies by major enterprises [6] - The "Beijing Wind Energy Declaration 2.0" was released, setting a target for annual new wind power installations during the 14th Five-Year Plan [6] Market Trends - Recent data indicates that net subscriptions for equity ETFs reached 163.3 billion yuan in the past month, with significant interest in semiconductor and non-bank financial themed ETFs [7] - The fundraising pace for new funds has accelerated, with ten equity funds announcing early closure of their fundraising periods [7]

进入 阿波罗 长廊后，窃贼们用 角磨机威胁了警卫 ，并开始切割两个装有拿破仑时期和王室珠宝的陈列柜，劫掠了包括一枚属于拿破仑三世 (Napoleon III)之妻欧仁妮王后(Empress Eugénie)的大型镶钻蝴蝶结胸针在内的多件珠宝。然后，窃贼们以与闯入时同样快的速度离开，骑 着 两辆摩托车 沿塞纳河(Seine River)畔的道路逃离。 他们进出该长廊的时间不到七分钟。 好了，说正事，今天公布了9月经济数据，其中三季度GDP同比增长4.8%放缓至一年低点。前三季度累计GDP同比增长达5.2%，表现稳 健。若第四季度维持约4.5%的同比增速，则足以确保全年实现"5%左右"的增长目标。 鉴于此， 花旗认为四季度不会再有政策利率下调或 降准操作，政策重点预计将转向财政与准财政政策的落实。 A股复盘 | 风格切换基础尚不牢固 / 2025.10.20 市场好无聊啊，一句话总结：高开必卖！光通信是因为海外大客户上修2026年1.6T光模块采购计划，部分客户提前锁定明年产能。 这个我 周报里没写到， 我跪键盘 先来说说这个卢浮宫被抢事件吧！我仔细看了WSJ的报道，深感"国外比较乱套"这句话的预言性！ 当地时间 ...