Group 1: AI Computing Power - The AI sector is experiencing a surge in investment driven by significant collaborations, including OpenAI's agreements with Samsung and SK Hynix to enhance data center capabilities, with demand for high-bandwidth memory (HBM) expected to exceed current production capacity by more than double [3][4] - OpenAI's recent product launches, including the Sora2 model, are anticipated to have a profound impact on the commercialization of AI applications, with the SoraApp achieving top rankings on the App Store [4] - The semiconductor export from South Korea saw a year-on-year increase of 22% in September, reaching a record high of $16.6 billion, indicating strong demand in the AI hardware market [3] Group 2: Gold Market - International gold prices reached a historic high, surpassing $4,000 per ounce during the holiday period, driven by political uncertainties in the U.S. and strong demand from central banks [5][6] - Central banks, including China, have been increasing their gold reserves, with China's reserves rising to approximately 7.406 million ounces, marking the 11th consecutive month of increases [6] - Goldman Sachs raised its gold price forecast for December 2026 from $4,300 to $4,900 per ounce, citing strong inflows into Western market ETFs and ongoing central bank purchases [5][6] Group 3: Solid-State Batteries - Significant advancements in solid-state battery technology were reported, with a new anion regulation technique developed to enhance the contact between electrolytes and lithium electrodes, paving the way for practical applications [8] - During the holiday period, the charging volume for new energy vehicles reached a historical high, with a total of 43.81 million kilowatt-hours charged from October 1 to October 3, representing a year-on-year increase of 51.33% [9] Group 4: Nuclear Fusion - China's nuclear fusion device, BEST, achieved a critical milestone with the successful installation of its heavy base, marking the beginning of its main construction phase [10] - Stocks related to nuclear fusion in the Hong Kong market saw significant gains during the holiday period, reflecting investor optimism [10] Group 5: Travel and Consumption - The total number of domestic trips during the holiday period reached 2.068 billion, a year-on-year increase of approximately 5.2%, exceeding earlier forecasts [11] - The domestic airline industry experienced a surge in bookings, with over 8.71 million tickets reserved, reflecting a 13% increase compared to the previous year [11] Group 6: Film Market - The total box office for the year has already surpassed the entire box office for 2024, indicating a strong recovery in the Chinese film market [12] Group 7: Market Performance - Global stock markets showed a bullish trend during the holiday, with major indices in the U.S. and Europe experiencing gains, while the Hong Kong market saw sector-specific rallies, particularly in technology and materials [12][16] - The top-performing sectors in the U.S. and Hong Kong markets included healthcare, utilities, and information technology, with notable individual stock performances in the technology and materials sectors [16][17]

Group 1 - The report highlights the significant performance of overseas markets during the National Day holiday, with the Nikkei 225 rising by 6.72% and the Korean Composite Index increasing by 3.64% [7][8] - The report notes that the COMEX gold futures reached a historical high of $4000 per ounce, while copper and aluminum prices also saw notable increases [7][8] - The report discusses the implications of the U.S. government shutdown, indicating that during previous shutdowns, gold futures rose by 4% and major indices like the S&P 500 and Nasdaq increased by over 10% [9] Group 2 - The report mentions the launch of the 920 code for the Beijing Stock Exchange, which is expected to enhance the exchange's recognition and accelerate the issuance of specialized index funds and ETFs [10][11] - The report indicates that the North Exchange 50 Index fell by 0.02%, with a trading volume of 1.381 billion shares, a decrease of 69.64% compared to the previous week [14][20] - The report provides insights into the performance of individual stocks, noting that 134 stocks rose while 137 fell, resulting in a decline ratio of 0.98 [31] Group 3 - The report highlights the strong performance of specific stocks, with Lingge Technology and Guoyuan Technology leading the gains [31][34] - The report discusses the issuance of new stocks, noting that there were no new listings this week, but 277 companies are currently listed on the North Exchange [25][30] - The report emphasizes the importance of monitoring the issuance of index funds and the inflow of funds into thematic public offerings in Q4 [11]

△高市早苗， 图：央视新闻 据央视新闻报道，当地时间4日下午，日本执政党自民党举行总裁选举投计票。在第二轮投票中，前经济安全保障担当大臣高市早苗获得多数 选票，当选自民党新任总裁，大概率将成为新一任日本首相。 SFC 来源丨央视新闻 编辑丨刘雪莹 千万粉丝网红车祸全责，出事车为其第四台劳斯莱斯 核聚变大利好，牛股半个月涨超80%，产业链曝光 特斯拉跳水跌超2%，热门中概股普跌，黄金期货站上3900美元 21君荐读 ...

10月3日15时许，在海淀区朱各庄路与万寿路交叉口，陈某（男，43岁）驾驶小客车由北 向南行驶时，与对向一辆小客车发生事故，造成两车损坏。双方驾驶人不涉毒、不涉酒。 经初步调查， 陈某负事故全部责任。 目前，事故正在进一步处理中。 陈震随后转发了该则通报。 出事车辆为陈震第四辆劳斯莱斯 记者丨刘雪莹 编辑丨吴桂兴 日前，"陈震开劳斯莱斯闪灵发生车祸"一事引发社会关注。公开信息显示，事发现场，一辆劳 斯莱斯闪灵轿车停在路上，车头损毁严重，车外人员疑似全网粉丝千万的汽车博主、车评人陈 震。 10月4日，北京交警发布情况通报： 今年8月4日，陈震发布视频称，这台劳斯莱斯是他的第四台劳斯莱斯，并且都是二手的，他希 望自己将来继续努力工作，能完全地打造、定制一台属于自己的劳斯莱斯车型。 上述交通事故发生后，陈震10月3日下午4时54分还更新了一条微博，未提及车祸。 10月4日，陈震又连发两条微博，不少网友在评论区询问此事，均未获回应。 多次陷入争议 2023年曾有网友咨询陈震车险问题，陈震发文说：" 我买车险只买交强险，原因是我开车规矩 ，而且车多，所以买车损险不划算，但我的操作仅仅适合我自己，别人根据自己情况量力而行 ...

记者丨曹恩惠 编辑丨张伟贤 刘雪莹 我国核聚变赛道传来利好，相关核电核能概念股逆势大涨！ 10月1日， 位于安徽合肥科学岛的一座巨型钢铁建筑物迎来了关键搭建 ——这座紧凑型聚变能 实验装置（BEST）项目的主机核心部件杜瓦底座实现成功研制和落座，标志着BEST项目主体 工程进入部件研制和工程安装加速的新阶段。 10月1日，位于安徽合肥的紧凑型聚变能实验装置BEST项目建设取得关键突破。 图片来源：央视新闻 2025年5月1日，BEST项目的总装工作正式拉开序幕。据悉，总装工作是BEST项目建造过程 中最重要的环节之一，需要将超导磁体系统、磁体馈线系统、杜瓦、冷屏、包层以及偏滤器等 在内的聚变堆部件精确安装至主机基坑内。 据央视新闻报道，在BEST项目主机大厅内，六台液压千斤顶配合激光跟踪仪将重达400吨的杜 瓦底座毫米级精准落位。而据中科院团队透露，这一安装过程的重大意义在于，其运用了航天 级姿态控制系统，每调整0.1毫米就需要同步校验12个支撑点的手里数据，这不仅创下了超大 型部件安装领域的新纪录，也为后续6700吨主机的稳定运行打下基础。 聚变能源素有"人造太阳"之称。 根据21世纪经济报道此前报道，过去 ...

智通财经APP获悉，港股三连升后出现回调，三大指数全天水下震荡，恒指成功守住两万七大关。截止 收盘，恒生指数跌0.54%或146.2点，报27140.92点，全日成交额为1347.81亿港元；恒生国企指数跌 0.68%，报9658.34点；恒生科技指数跌0.9%，报6622.85点。全周来看，恒指累涨3.88%，国指累涨 3.82%，恒科指累涨6.9%。 方正证券认为，当前时点，港股上涨行情仍未结束，建议继续关注恒生科技为代表的低估值品种补涨机 会。在当前经济下行的尾声阶段，同时政策利好不断释放，A股、港股市场信心显著回升。此外，南下 资金仍在持续加速流入港股市场，叠加美联储降息周期开启，港股流动性环境有望进一步受益。历史经 验也显示，港股市场一般10月份日历效应显着，主要宽基指数表现往往较好，因此综合来看，该行认为 港股红十月行情可期。 蓝筹股表现 阿里巴巴-W(09988)逆市上扬，截至收盘，涨1.09%，报185.1港元，成交额104.71亿港元，贡献恒指 30.27点。摩根大通近日将阿里港股目标价上调至240港元，分析师称通过将云业务的AI Token收入转化 为电商平台的抽成率优势，阿里正构建一个前 ...

逆市大涨！ 今日（10月3日）在港股市场整体下跌的背景下，大众公用（01635.HK）的股价逆市大涨。该股盘中涨 幅一度超过30%，最高触及4.92港元/股，创出历史新高。 公开资料显示，大众公用是一家公用事业和金融创投双轮驱动的投资控股型企业。大众公用近期曾表 示，公司参股深创投，深创投及其基金持有宇树科技股份。值得关注的是，深创投还参股了知名GPU企 业摩尔线程，后者科创板IPO申请已通过上交所上市委会议审议。 不过，大众公用港股却大幅飙升，盘中涨幅一度达到31.55%，最高触及4.92港元/股，创出历史新高。 截至港股午间收盘，大众公用的涨幅仍超过28%，市值报181亿港元。最近4个交易日，大众公用累计涨 幅接近70%。分析人士指出，大众公用股价的上涨，跟公司间接参股一些热门企业有关。 近日，大众公用在互动平台回复投资者称，公司参股深创投，深创投及其基金持有宇树科技股份，深创 投及其基金具体投资情况见其官方公开信息。大众公用称，不同公司自身所处行业情况不同，同时公司 股价在二级市场受多重因素影响，请投资者谨慎投资。 企查查数据显示，目前，大众公用持有深创投10.7996%的股权，是深创投的第四大股东。据 ...

消息面上，核聚变赛道迎来新消息。10月1日，位于安徽合肥的紧凑型聚变能实验装置BEST(紧凑型聚 变能实验装置)项目建设取得关键突破。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交 付，成功精准落位安装在BEST装置主机大厅内，标志着项目主体工程建设步入新阶段。民生证券指 出，建议关注IGBT开关赛晶科技等。公开资料显示，赛晶科技在脉冲功率领域展现出独特的技术优 势。凭借25年的专业积累，公司已成为可控核聚变等领域的重要技术供应商，为全球80多个项目提供了 定制化解决方案，包括多个国际知名的核聚变研究项目。 中泰国际指出，"十五五"期间的特高压项目以柔性输电技术为主，赛晶为国产输配电元器件龙头供应 商，在手订单充足，相关收入稳步增长；输配电元器件国产化率提升有利于支撑毛利率；同时受益于国 产功率半导体渗透提升。自研IGBT芯片业务收入爆发式增长。此前9月8日，公司瑞士子公司 AstrolElectronic AG(Astrol)宣布与核聚变领域的一家创新企业展开合作，该企业将采用Astrol的功率开关 解决方案，用于控制尖端核聚变系统中的电流。 赛晶科技(00580)涨超8%，截至发稿，涨8.47% ...

消息面上，核聚变赛道迎来新消息。10月1日，位于安徽合肥的紧凑型聚变能实验装置BEST（紧凑型聚 变能实验装置）项目建设取得关键突破。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交 付，成功精准落位安装在BEST装置主机大厅内，标志着项目主体工程建设步入新阶段。民生证券指 出，建议关注IGBT开关赛晶科技等。公开资料显示，赛晶科技在脉冲功率领域展现出独特的技术优 势。凭借25年的专业积累，公司已成为可控核聚变等领域的重要技术供应商，为全球80多个项目提供了 定制化解决方案，包括多个国际知名的核聚变研究项目。 智通财经APP获悉，赛晶科技(00580)涨超8%，截至发稿，涨8.47%，报2.05港元，成交额2581.32万港 元。 中泰国际指出，"十五五"期间的特高压项目以柔性输电技术为主，赛晶为国产输配电元器件龙头供应 商，在手订单充足，相关收入稳步增长；输配电元器件国产化率提升有利于支撑毛利率；同时受益于国 产功率半导体渗透提升。自研IGBT芯片业务收入爆发式增长。此前9月8日，公司瑞士子公司 AstrolElectronic AG （Astrol）宣布与核聚变领域的一家创新企业展开合作，该企业将 ...

Group 1 - Shanghai Electric's stock price increased by over 13%, with a cumulative rise of over 40% in the past month, reaching HKD 4.86 and a trading volume of HKD 206 million [1] - A signing ceremony for the 342 MW photovoltaic EPC project in Romania took place on October 1, marking a new phase in strategic collaboration in the clean energy sector [1] - Shanghai Electric has undertaken four photovoltaic projects in Romania, with the Palau Phase I (91.4 MW) and Scuoltu (56 MW) projects completed, and the Ovidiu (60 MW) project under construction [1] Group 2 - The BEST project in Hefei, Anhui, achieved a key breakthrough in compact fusion energy experimental device construction [2] - Shanghai Electric successfully delivered the world's first ITER project magnet cold test Dewar and will deliver core components for several major projects, including the CRAFT project and the BEST project [2] - There are recent rumors regarding Shanghai Microelectronics "backdoor listing," with Shanghai Electric's parent company being the largest shareholder of Shanghai Microelectronics [2]