A股开盘的集合竞价阶段，上证指数直接跳空高开0.4%，仅用15分钟便冲上3907.18点，创下2015年8月以来的十年新高。 沪深两市成交额早盘即突破1.13万亿元，全天预计超2.77万亿元，较前一日放量27%。 盘面上，存储半导体板块的深科技、兆易创新涨停，黄金有色的四川 黄金一字板，核电概念的西部超导逼近20%涨幅涨停板，79只个股涨停的热闹景象，彻底点燃了节后市场的做多情绪。 这一突破并非偶然。 国庆长假期间，国际金价冲上4000美元/盎司，AMD因与OpenAI合作暴涨40%，海外AI产业链的躁动为A股科技板块埋下伏笔。 而节后首日央行立即开展1.1万亿元逆回购操作，净投放3000亿元流动性，成为引爆行情的"导火索"。 市场资金用脚投票，两融余额突破2.4万亿元创近10年新高，北向资金9月净流入近400亿元，居民存款通过公募基金入市的规模预计年内可达5万亿元。 与2007年流动性泛滥的"疯牛"、2015年杠杆资金驱动的"快牛"不同，本轮行情呈现出鲜明的"结构性慢牛"特征。 最核心的变化在于增量资金的性质：险资权益投资比例上限从30%提升至35%，社保基金比例从20%升至25%，2025年上半年机构资金 ...

Group 1 - The core achievement of the Xiaoshan Information Port is the cultivation of 4 unicorns and 27 potential unicorns, along with 3 companies in the provincial future unicorn TOP100 and 7 in the "Hangzhou AI Dragon List" [2] - The strategy of "full lifecycle service" and "innovation incubation ecosystem" is driving the growth of these companies, aiming not only for survival but also for robust growth and rapid development [2] - The incubation ecosystem is characterized by collaboration among over 20 incubation platforms, forming a comprehensive nurturing system from incubation to acceleration to industrialization [2][3] Group 2 - The Information Port supports mature companies to achieve a "second explosion" of innovation energy, exemplified by a cross-border e-commerce company that has become a global brand in smart home fitness, generating over 600 million yuan in upstream and downstream output [3] - The Information Port has organized over 40 signature events this year, such as "Bay Area Innovation Afternoon Tea" and "Xiaoshan Venture Day," serving as a resource hub and innovation accelerator [3] Group 3 - The "5213" project is a comprehensive empowerment system covering the entire growth chain of enterprises, with initiatives like pre-review mechanisms and policy support to enhance project approval rates [4][5] - The "5213" project provides timely financial support for technology research and development, with companies reporting significant benefits from the services offered, including policy interpretation and resource linkage [5] - The Information Port plans to launch the "5213 Training Camp" and "Hipark Roadshow Hall" to create a closed loop of "technology-industry-finance," facilitating accelerated growth for enterprises [6]