Positive News During National Day Holiday - Semiconductor foundries in Hong Kong experienced significant gains, benefiting domestic equipment manufacturers [1] - OpenAI's collaboration with AMD worth $10 billion is favorable for AMD's supply chain [1] - Price increases in memory chips are advantageous for manufacturers, equipment suppliers, and distributors [1] - Precious metals saw substantial price increases, benefiting companies involved in gold, silver, and copper [1] - The nuclear fusion BEST project achieved a key breakthrough, positively impacting related industry companies [1] - Advances in solid-state battery technology may lead to earlier deployment in vehicles [1] - OpenAI launched Sora 2, which is beneficial for AI video software [1] - Tencent's Mix Yuan 3.0 is set to outperform Google, favoring AI graphics software [1] Negative News During National Day Holiday - Suspension of computing power leasing contracts [1] - New Yisheng's share reduction [1] - NVIDIA's price reduction on 1.6T optical modules [1] Overseas Highlights - Speculation about two more interest rate cuts [1]