然而，交易量激增也引发了散户偏爱仓位过度拥挤的担忧。策略师警告称，部分股票动能已过度延伸， 量子计算等特定板块的任何调整都可能对更广泛的指数产生不成比例的影响。 交易活跃度创历史新高 花旗的交易活跃度数据打破了10月份的疲软季节性规律，交易量升至该行2018年开始追踪数据以来的最 高水平。花旗集团追踪的散户最爱股票篮子包括SoFi Technologies Inc.和Riot Platforms Inc.等公司。 其他银行的数据同样显示交易量大幅跳升。据摩根大通股票和量化策略师Arun Jain周三在给客户的报告 中写道，从10月2日到10月8日收盘，散户投资者将每周股票购买量加速至70亿美元，高于过去两个月每 周53亿美元的水平。 Interactive Brokers首席策略师Steve Sosnick表示： "我们长期以来一直认为，股市上涨主要由FOMO（害怕错过）和MOMO（动量投资）的结 合推动。目前，每次下跌都被视为买入机会，上升趋势成为追逐目标。" AI股票仍是散户热点 美股散户投资者正以前所未有的规模买入股票，其偏爱标的大幅跑赢大盘。花旗集团追踪的46只散户最 爱股票组合自9月初以来上涨30% ...

硬核发布，接踵而至！2025年中国国际信息通信展览会正如火如荼地进行，它不仅是一场行业精英的聚 会，更是一次驱动未来的创新风暴。 开展两日以来，一系列凝聚行业智慧、引领产业变革的成果相继揭晓，为产业发展标注了崭新的坐标， 开启了充满无限想象的崭新篇章。 信息通信业赋能碳达峰碳中和创新论坛 信息通信业赋能碳达峰碳中和创新论坛上举行了第三届"新绿杯"全国总决赛的颁奖典礼。 "新绿杯"促进了优秀实践经验和发展模式推广，持续拓宽信息通信行业赋能绿色发展的新场景、新模 式、新技术和新应用，充分释放信息通信行业赋能全社会节能降碳的广阔潜力。 量子科技产业研讨会 在量子科技产业研讨会上，中国信息通信研究院发布《量子计算发展态势研究报告（2025年）》，分析 量子计算领域国内外技术进展趋势和应用产业发展前景，为业界开展基准测评、系统软硬件测试验证和 云平台能力分级等提供支撑和参考。 万兆光网创新发展论坛 万兆光网创新发展论坛发布了《电信普遍服务发展状况》报告，电信普遍服务通过普遍的宽带接入缩小 区域和城乡数字鸿沟，可以让广大用户共享高速宽带带来的发展红利。 算力互联网赋能人工智能发展论坛 算力互联网赋能人工智能发展论坛上，在 ...

周四，部分量子计算概念股盘中冲高，截至发稿，SEALSQ Corp(LAES.US)涨超19%，Rigetti Computing(RGTI.US)涨超6%，股价逼近历史新高，D-Wave Quantum(QBTS.US)涨超1.5%。 来源：智通财经网 ...

国盾量子 20251009 摘要 国盾量子业务覆盖量子通信、量子计算和量子精密测量三大领域，全球 稀缺，2025 年上半年营收同比增长 74.5%至 1.2 亿元，毛利率维持在 50%左右，手持订单超 2.2 亿元，未来订单预期乐观。 量子通信领域，国盾量子是国内最大供应商，市占率超 90%，已完成 20 余座城市城域网建设，并参与国际项目。中国电信入股后，加速城市 间组网建设，预计 2030 年完成 100 个城市城域网建设。 量子计算领域，国盾量子依托中科大技术平台，参与祖冲之三号研究， 在测控设备、稀释冷机等方面领先。2025 年上半年该领域营收同比增 长近三倍至 5,600 万元，并签订多笔大额订单。 量子精密测量方面，冷原子重力仪产品表现突出，已完成两笔订单并确 认营收，另有三笔冷原子钟订单，单价约 300 万元。该领域未来在矿场 勘测和地下结构勘探方面有增长潜力。 中国电信入股为国盾量子提供平台支持，加速城市间通信组网建设，提 升市场份额，并带来大额订单，如 6,400 万元整机订单有望在明年交付， 巩固行业领军地位。 Q&A 国盾量子公司在 A 股市场中的地位如何？ 国盾量子是目前 A 股市场上 ...

2025/10/8 13:39 'Highly Kinetic Times': Top Goldman Trader Outlines Charts 'That Have Been Running Very Hard Of Late' | ZeroHedge 'Highly Kinetic Times' : Top Goldman Trader Outlines Charts 'That Have Been Running Very Hard Of Late' "⾼度动荡时期"：⾼盛顶级交易员列出"近期⾛势极 为强劲"的图表 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 BY TYLER DURDEN WEDNESDAY, OCT08,2025-03:05 AM The objective ...

Report Summary 1. Report Industry Investment Ratings - No specific industry - wide investment ratings are provided in the report. However, trend intensities are given for each metal: - Gold: Trend intensity of 1, indicating a relatively positive outlook [7]. - Silver: Trend intensity of 1, suggesting a moderately positive view [7]. - Copper: Trend intensity of 2, the strongest positive signal [11]. - Zinc: Trend intensity of 0, indicating a neutral stance [13]. - Lead: Trend intensity of 0, also neutral [17]. - Tin: Trend intensity of 1, a moderately positive outlook [22]. - Aluminum: Trend intensity of 0, neutral [26]. - Alumina: Trend intensity of 0, neutral [26]. - Cast Aluminum Alloy: Trend intensity of 0, neutral [26]. - Nickel: Trend intensity of +1, moderately positive [34]. - Stainless Steel: Trend intensity of +1, moderately positive [34]. 2. Core Views - **Gold**: Expected to continue reaching new highs. The trend intensity of 1 shows a positive but not extremely strong upward trend [2][7]. - **Silver**: Forecasted to experience a period of oscillatory adjustment, with a trend intensity of 1 [2][7]. - **Copper**: Supply disruptions are expected to drive up prices, with a strong positive trend intensity of 2 [2][11]. - **Zinc**: The market has certain support factors, but the trend intensity of 0 indicates a neutral market situation [12][13]. - **Lead**: Lacks clear driving forces, and prices are likely to fluctuate within a range, with a neutral trend intensity of 0 [16][17]. - **Tin**: Prices are expected to move within a specific range, with a moderately positive trend intensity of 1 [19][22]. - **Aluminum**: Maintains a bullish outlook, although the trend intensity is 0, suggesting a more cautious bullish stance [24]. - **Alumina**: There are differences in market views, and the trend intensity of 0 reflects a neutral situation [24]. - **Cast Aluminum Alloy**: Follows the trend of electrolytic aluminum, with a neutral trend intensity of 0 [24]. - **Nickel**: There is a game between smelting inventory accumulation and ore - end expectations, and investors should be vigilant about news - related disturbances, with a moderately positive trend intensity of +1 [28][34]. - **Stainless Steel**: In the short - term, there is a game between supply - demand and cost factors, and steel prices are expected to fluctuate, with a moderately positive trend intensity of +1 [28][34]. 3. Summary by Metal Gold - **Price Performance**: The Shanghai Gold 2510 contract closed at 863.60 with a daily increase of 1.29%, and the night - session price reached 870.42 with a 1.02% increase. Comex Gold 2510 closed at 3862.90 with a 1.93% increase [5]. - **Market News**: Fed minutes suggest that most officials believe continued easing this year may be appropriate, and the US government shutdown continues, among other factors affecting the gold market [5][8]. Silver - **Price Performance**: The Shanghai Silver 2510 contract closed at 10912 with a 3.07% daily increase, and the night - session price was 10907.00 with a 0.66% increase. Comex Silver 2510 closed at 47.110 with a 1.61% increase [5]. - **Market News**: Similar macro - news as gold also impacts the silver market [5][8]. Copper - **Price Performance**: The Shanghai Copper main contract closed at 83,110 with a 0.90% daily increase, and the night - session price reached 83680 with a 0.69% increase. The LME Copper 3M electronic - disk price increased by 3.93% to 10,701 [9]. - **Market News**: Freeport declared force majeure at the Indonesian Grasberg mine, and Chile's copper production in August decreased by 9.9%, among other supply - side factors driving up prices [9][11]. Zinc - **Price Performance**: The Shanghai Zinc main contract closed at 21825 with a 0.11% increase, and the LME Zinc 3M electronic - disk price increased by 1.25% to 3042 [12]. - **Market News**: Fed officials have differences in views on interest - rate cuts, and the government shutdown affects economic data release, which impacts the zinc market [13]. Lead - **Price Performance**: The Shanghai Lead main contract closed at 16940 with a 0.50% increase, and the LME Lead 3M electronic - disk price increased by 0.07% to 2005 [16]. - **Market News**: Fed officials' concerns about inflation and employment, as well as the US government shutdown, are the main influencing factors [17]. Tin - **Price Performance**: The Shanghai Tin main contract closed at 272,410 with a 0.61% decrease, but the night - session price increased by 2.62% to 279,670. The LME Tin 3M electronic - disk price increased by 3.05% to 35,465 [20]. - **Market News**: Global macro - events such as the US government shutdown, Fed policies, and geopolitical situations affect the tin market [20][23]. Aluminum, Alumina, and Cast Aluminum Alloy - **Price Performance**: The Shanghai Aluminum main contract closed at 20680, and the LME Aluminum 3M price was 2687. The Shanghai Alumina main contract closed at 2868, and the cast aluminum alloy main contract closed at 20210 [24]. - **Market News**: The US government shutdown, budget deficits, and other macro - factors impact the market. There are also differences in views on alumina [24][26]. Nickel and Stainless Steel - **Price Performance**: The Shanghai Nickel main contract closed at 120,900, and the stainless - steel main contract closed at 12,730 [28]. - **Market News**: Indonesian mining policies, production suspensions in some nickel - iron smelting plants, and other factors affect the market. There is a game between smelting inventory and ore - end expectations in the nickel market, and a game between supply - demand and cost in the stainless - steel market [28][30][34].

（一）重要市场新闻 1、美联储会议纪要显示，多数官员表示今年进一步放松政策可能是合适的，多数与会者强调通胀前景 预期的上行风险。美股三大指数收盘涨跌不一，纳指涨1.12%，标普500指数涨0.58%，均创收盘新高， 道指几乎平收，热门科技股普涨，AMD涨超11%，三日累计涨43%，创九年来最佳三日表现，超微电脑 涨超6%，英伟达、博通涨超2%，亚马逊、特斯拉涨超1%。纳斯达克中国金龙指数涨0.87%，中概股多 数上涨，蔚来涨超4%，新东方涨超3%，哔哩哔哩、小鹏汽车涨超2%，爱奇艺跌超2%。 2、现货黄金涨1.41%，报4040.42美元/盎司，再创新高，盘中最高涨至4059.31美元的历史高位； COMEX黄金期货涨1.40%，报4060.60美元/盎司；COMEX白银期货涨1.95%，报48.44美元/盎司。国际 油价走高，美油主力合约收涨0.92%，报62.3美元/桶；布伦特原油主力合约涨0.9%，报66.04美元/桶。 欧洲三大股指收盘全线上涨，德国DAX指数涨0.87%报24597.13点，法国CAC40指数涨1.07%报8060.13 点，英国富时100指数涨0.69%报9548.87点。 （二） ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美联储会议纪要显示，多数官员表示今年进一步放松政策可能是合适的，多数与会者强调通胀前景 预期的上行风险。美股三大指数收盘涨跌不一，纳指涨1.12%，标普500指数涨0.58%，均创收盘新高， 道指几乎平收，热门科技股普涨，AMD涨超11%，三日累计涨43%，创九年来最佳三日表现，超微电脑 涨超6%，英伟达、博通涨超2%，亚马逊、特斯拉涨超1%。纳斯达克中国金龙指数涨0.87%，中概股多 数上涨，蔚来涨超4%，新东方涨超3%，哔哩哔哩、小鹏汽车涨超2%，爱奇艺跌超2%。 2、现货黄金涨1.41%，报4040.42美元/盎司，再创新高，盘中最高涨至4059.31美元的历史高位； COMEX黄金期货涨1.40%，报4060.60美元/盎司；COMEX白银期货涨1.95%，报48.44美元/盎司。国际 油价走高，美油主力合约收涨0.92%，报62.3美元/桶；布伦特原油主力合约涨0.9%，报66.04美元/桶。 欧洲三大股指收盘全线上涨，德国DAX指数涨0.87%报24597.13点，法国CAC40指数涨1.07%报8060.13 点，英国富时100指数涨0. ...

要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS 辱骂网友？荣耀高管多次发声惹争议，网友喊话CEO李健"管一管" 原华为终端首席相机总工程师罗巍，在加入荣耀之后频频引发争议。此前，他就曾因为内涵华为Pura80 的"一镜双目"设计华而不实、怒怼vivo影像技术涉嫌抄袭而受到关注。10月3日，他又因为荣耀Magic8 Pro拍摄的夜景照片受到差评而直接公开辱骂网友，被质疑言论不当，甚至有网友喊话荣耀CEO李健出面 管一管。针对此事，荣耀方面暂无说法。 10月6日晚间，罗巍在微博发文疑似回应此事，他表示："我在网上骂的是啥……不知道现在有些人咋回 事，都挣当啥……我觉得还挺有意思的，注意是挣，不是争 。"他还在评论区补充称，"挣的意思应该是 收钱了，不然为啥这么前仆后继，奋勇争先"。言外之意是自己遭遇了水军攻击。 1. 辱骂网友？荣耀高管多次发声惹争议，网友喊话CEO李健"管一管" 2. "被背刺""大冤种"！大疆部分产品直降上千元！网友炸锅，官方回应 3. "廉价版"特斯拉发布，网友：果然是丐中丐！市值一夜蒸发超4000亿 4. 离职or闭关？小米产品总监金凡隐藏微博，修改头像 5. 清华 ...

近日，由上海量子科学研究中心（合肥实验室上海研究基地）、上海人工智能实验室、中国科学技术大 学等单位研究人员组成的联合团队，通过人工智能（AI）和量子计算的跨界融合，成功构建了世界规 模最大的无缺陷二维和三维原子阵列，以2024个原子规模刷新了该领域的世界纪录。相关论文日前发表 于国际期刊《物理评论快报》。 正因如此，世界各国围绕量子计算原型机的研制展开激烈角逐。在并行推进的超导、离子阱、光量子等 多种技术路线中，中性原子量子体系因具有高扩展性、高保真度、高并行性等优势，在过去十年中迅速 脱颖而出，成为极具潜力的量子计算和量子模拟平台。但受困于技术，中性原子阵列的规模始终止步于 数百个原子，如何将其扩充至数千甚至数万个原子规模，成为通往通用量子计算机道路上首先要解决的 问题。 算力限制是科学技术发展面临的最大挑战之一，没有足够的算力就无法有效进行大规模数据处理和复杂 算法运算。量子计算机被视为破解算力瓶颈的"终极武器"，其有能力在瞬间破解传统计算机需数千年才 能完成的难题。 原子阵列面临规模化瓶颈 可扩展的量子比特系统是实现量子计算和量子模拟的基石，量子比特越多，计算能力越强。对于超导与 光量子等其他体系结构 ...