Group 1 - The Shanghai Composite Index broke through 3900 points, reaching a 10-year high, with a current increase of 1.08% to 3924.66 points [1] - The Shenzhen Component Index rose by 1.95% to 13790.82 points, while the ChiNext Index increased by 2.48% to 3318.39 points [1] - The total trading volume of the two markets exceeded 1.4 trillion yuan [1] Group 2 - The Sci-Tech Innovation 50 Index saw an increase of nearly 6%, with significant gains in sectors such as precious metals, nuclear fusion, and semiconductor chips [3] - More than 3000 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [3]

10月9日，A股三大指数持续走强，创业板指拉升涨逾2%，沪指涨超1%，深成指涨1.64%，科创50指数 涨近5.5%。贵金属、核聚变、半导体芯片等方向涨幅居前，沪深京三市上涨个股近3000只。 ...

截至10时许，报3900.04点，涨0.44%。盘面上，贵金属、核聚变、有色金属等方向涨幅居前，全市上涨 个股超2600家。 今日（10月9日），A股沪指盘中突破3900点，再创年内新高。 另据同花顺消息，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%。 据中新经纬、同花顺 ...

这两则新闻共同表明，核聚变能源的全球竞赛已经全面提速。作为人类探索终极清洁能源的关键路径，核聚变的科研突破和工程进展正不断刷新。 在全球核聚变竞速的大背景下，天工国际核钢迎来了前所未有的发展机遇。依托在特钢与新材料领域的深厚积累，天工国际紧扣国家战略需求，持续推进 聚变装置用高性能核钢的研发与产业化，既服务于国内重大科学装置建设，也为未来国际核聚变工程合作提供坚实支撑。 10月1日，核聚变领域接连传来重磅消息。 国内，位于合肥的紧凑型聚变能实验装置(BEST)项目建设取得关键突破。主机关键部件——杜瓦底座研制成功并顺利交付，精准落位安装在BEST装置主 机大厅，标志着BEST项目主体工程建设迈入新阶段。随着核心部件和工程安装进程全面提速，中国在紧凑型聚变能实验装置的探索上再进一步。 国际，德国政府同日于柏林通过"德国迈向核聚变发电站"行动方案，提出将在2029年前累计投入超20亿欧元，力争建成全球首座核聚变发电站。德国联邦 研究、技术与航天部长多萝特·贝尔表示："能源是竞争力、价值创造和国家主权的基石。核聚变有望为未来提供安全可靠、环境友好、全民可负担的清洁 能源。" 作为中国首个实现粉末冶金工模具钢规模化生 ...

截至发稿，沪指报3908.53点，涨0.66%，深证成指和创业板指均涨超1%。 每经编辑｜段炼 10月9日，A股直线拉升，沪指盘中突破3900点，续创10年新高。 封面图片：视觉中国（图文无关） 每日经济新闻综合自公开资料 盘面上，贵金属、核聚变、有色金属等方向涨幅居前，全市上涨个股超2900家。 （声明：文章内容 和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） 编辑|段炼 杜波 校对|陈柯名 ...

【导读】沪金期货主力合约大涨5%，贵金属板块强势走高； 海南华铁一字跌停 中国基金报记者 李智 A股迎来节后首个交易日，一起来看下最新的市场情况及资讯。 10月9日早盘，A股三大指数集体高开，截至发稿，沪指涨0.37%，深成指涨0.73%，创业板 指涨0.75%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3897.01 | 13625.38 | 1530.08 | | +14.23 +0.37% | +98.87 +0.73% | +1.46 +0.10% | | 科创50 | 创业板指 | 万得全A | | 1533.57 | 3262.60 | 6386.62 | | +38.28 +2.56% | +24.44 +0.75% | +37.69 +0.59% | | 沪深300 | 中证500 | 中证A500 | | 4665.52 | 7476.38 | 5658.50 | | +24.83 +0.53% | +64.02 +0.86% | +39.79 +0.71% | | 中证1000 | 深证100 | 中证红利 | | 7626.42 | 59 ...

Group 1 - A-shares opened higher with the Shanghai Composite Index up 0.40%, Shenzhen Component Index up 0.53%, and ChiNext Index up 0.40% after the National Day holiday [1] - Sectors such as precious metals, nuclear fusion, and non-ferrous metals saw significant gains [1] Group 2 - Huatai Securities highlighted three key changes post-holiday: a marginal recovery in September PMI, record high travel data during the holiday, and improved performance in dining, cinema, and real estate sectors [2] - The report also noted increased risk aversion due to the U.S. government shutdown and Japanese elections, alongside a rise in gold prices [2] - OpenAI's release of Sora 2 and partnerships with various companies indicate a speeding up of AI investment and application [2] Group 3 - Guojin Securities warned against over-reliance on the weak dollar narrative, suggesting that a shift may be needed for the ongoing bull market [3] - The firm emphasized that the Chinese bull market often relies on the "China story" rather than external factors [3] Group 4 - Guosheng Securities projected that overall liquidity will remain loose, with seasonal price drops expected in the first week post-holiday [4] - The report indicated that the weighted average interest rate for 7-day pledged repos is likely to stay around 1.4%-1.5% [4]

大家早上壕！ 先看海外要闻： 美股集体收涨，道指收涨0.01%、纳指收涨1.12%、标普500收涨0.59%；英伟达涨超2%，亚马逊涨超1%，博通涨超2%，台积电涨超3%，特斯拉 涨超1%，甲骨文涨超1%。 AMD涨超11%，近五个交易日累计涨幅扩大至将近40%；AMD和OpenAI达成战略合作，大规模部署AMD GPU芯片，并达成入股协议。 国庆假期内，有色金属及贵金属表现突出，伦钴涨超11%、伦铜涨超6%、伦锡涨超3%、伦锌涨超2.5%；现货黄金历史性突破4000美元大关，年 内涨幅超50%；现货白银突破49.40美元，不断刷新2011年以来最高位。 美国政府关门逾一周还无解：参议院第六次否决两党临时拨款议案。 据《工商时报》今天报道，韩国和美国的巨型DRAM厂商已暂停对企业客户报价一周，今年第四季度的 DRAM 报价可能上涨3成以上，部分规格 的 DRAM 涨幅有可能突破5成。 Sora 2出圈，直接登顶榜首阶段性超Gemini ，被誉为视频生成的GPT 3.5时刻。 Figure 03将于10月9日（周四）正式亮相。 马斯克的xAI即将完成与英伟达芯片相关的200亿美元融资，英伟达股权投资达20亿美元 ...

1、港股半导体代工厂大涨——利好国产设备 2、OpenAI与AMD百亿美元合作——利好AMD产业链 3、存储芯片涨价——利好生产商、设备长和经销商 4、贵金属大涨——利好金、银和铜的公司 5、核聚变BEST项目取得关键突破——利好产业链公司 6、固态电池技术攻关——有望提前装车 7、OpenAI发布Sora 2——利好AI视频软件 8、腾讯混元3.0超硬谷歌——利好AI图形软件 二、国庆节期间的利空消息 1、算力租赁合同停止 2、新易盛减持 3、英伟达压价1.6T光模块 三、海外看点——还有两次降息？ 一、国庆节期间的利好消息： ...

Market Overview - Hong Kong stocks experienced a familiar pattern during the National Day holiday, with the Hang Seng Index dropping by 0.48% after one day of increase followed by three days of adjustment [1] - The U.S. government faced a shutdown starting October 1, affecting over 100,000 federal employees, with potential long-term negative impacts if the shutdown persists [1] - China's gold reserves increased to 7,406 million ounces by the end of September, marking the 11th consecutive month of accumulation [1] Gold and Silver Market - Ray Dalio, founder of Bridgewater, suggested that gold is a better hedge than the dollar and recommended a 15% allocation in investment portfolios as gold approaches $4,000 per ounce [2] - Chinese gold stocks such as Zijin Mining and Shandong Gold saw significant price increases, with Zijin rising over 13% and Shandong over 7% [2] - Silver prices also rose, with spot silver reaching $48.32 per ounce, reflecting a daily increase of 1% [2] Automotive Industry - The U.S. automotive sector is facing challenges, particularly after a fire at Novelis' Oswego plant, which supplies 40% of aluminum sheets for the industry, leading to production halts expected to last until early next year [2] - Tesla launched a "simplified" version of the Model Y at a lower price, but market reception appears lukewarm due to reduced features [2] Electric Vehicle Market - Chinese electric vehicle manufacturers are showing strong performance in Europe, with a 35% year-on-year increase in sales across nine major countries in September [3] - Companies like Xpeng, Geely, and BYD are expected to maintain positive trends as new models are set to launch in Q4 [3] Battery Technology - Advances in solid-state battery technology are being reported, with new materials developed that significantly enhance energy density [3] - Production rates are expected to increase by 5-10% in October, with a projected year-on-year growth of 30-50% [3] AI and Semiconductor Industry - OpenAI announced a partnership with AMD to deploy 6 GW of AMD GPU computing power, indicating continued investment in AI technology [4] - Nvidia is expected to play a significant role in a $20 billion funding round for Elon Musk's AI startup, xAI, highlighting the ongoing collaboration in the AI sector [4] Nuclear Fusion Developments - The BEST project in Anhui, China, achieved a key breakthrough, marking progress in nuclear fusion technology [5] - Germany plans to invest €2 billion in building the world's first nuclear fusion power plant by 2029 [5] Pharmaceutical Sector - Innovent Biologics announced a licensing agreement with Zenas Bio Pharma for the development and commercialization of its product, with potential total payments exceeding $2 billion [6] - Other companies in the sector may see increased activity due to potential milestone payments related to this agreement [6] Mining and Materials - China Metallurgical Group reported a decrease in new contract amounts but an increase in overseas contracts, indicating a shift in focus towards international operations [7] - The company is advancing projects in Afghanistan and Pakistan, which are expected to yield significant profits upon completion [8] - The company also has a strong position in silicon-based semiconductor materials, indicating long-term investment potential [9]