（原标题：科创板百元股达74只，寒武纪-U股价最高） 以最新收盘价计算，科创板平均股价为41.75元，其中股价超100元的有74只，股价最高的是寒武纪-U。 证券时报•数据宝统计显示，科创板股今日上涨的有257只，下跌的有330只，以收盘价为基准测算，科创板平均股价为41.75元，其中，收盘价超 过100元的有74只，股价在50元至100元之间的有145只，股价在30元至50元的有144只。 科创板股中，收盘价最高的是寒武纪-U，今日报收1478.58元，下跌3.40%，其次是源杰科技、国盾量子等，最新收盘价分别为513.00元、460.00 元。 科创板百元股中，今日平均下跌0.60%，具体来看，今日上涨的有27只，涨幅居前的有生益电子、德科立、腾景科技等。下跌的有47只，跌幅居 前的有聚辰股份、乐鑫科技、灿芯股份等。 今日有1只股收盘价首次突破百元大关，生益电子最新收盘价105.10元，今日上涨8.54%，全天换手率5.86%，成交额50.01亿元，全天主力资金净 流出2898.92万元。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价489.41%，溢价幅度居前的有上纬新材、寒武纪-U、安集科技 ...

Group 1 - The core viewpoint of the report emphasizes the effectiveness of grid trading strategies, which capitalize on price fluctuations rather than predicting market trends, making them suitable for volatile markets [4][12]. - The report identifies key characteristics for suitable grid trading targets, including low trading costs, good liquidity, and significant volatility, suggesting that equity ETFs are particularly appropriate for this strategy [4][12]. Group 2 - The report highlights three specific ETFs for grid trading: - The Computer ETF (159586.SZ) aligns with China's 14th Five-Year Plan, focusing on AI applications and digital infrastructure, indicating long-term growth potential driven by strategic policy support [4][13]. - The Saudi ETF (159329.SZ) aims to capture opportunities from Saudi Arabia's Vision 2030, which seeks to diversify the economy away from oil dependency, with over 40% of its holdings in the financial sector [5][16]. - The Bank ETF (159887.SZ) offers a high dividend yield of 4.40%, making it an attractive option for long-term capital allocation, particularly for insurance companies looking to mitigate interest rate risks [6][18].

（文章来源：证券时报网） Choice统计显示，10月28日，沪深两市可交易A股中，上涨个股有2284只，下跌个股有2714只，平盘个 股有156只。不含当日上市新股，共有71只个股涨停，11只个股跌停。从所属行业来看，涨停个股主要 集中在化工、计算机、电子、机械设备、房地产等行业。 ...

Core Viewpoint - The market showed strength in the morning, surpassing the 4000-point mark, but experienced a pullback in the afternoon, with the growth style performing relatively strong. The Guozheng Growth 100 Index rose by 0.5% as of 14:32, having increased nearly 7% over the previous two trading days [1] Group 1: Index Performance - The Guozheng Growth 100 Index focuses on stocks with prominent growth characteristics in the A-share market, with a projected net profit growth rate exceeding 100% for 2025 [1] - Historically, the index has shown an annualized return of over 20% since its base date at the end of 2012, with a return exceeding 110% since the beginning of 2024 and approximately 53% year-to-date, outperforming similar style indices [1] Group 2: Sector Allocation - The Guozheng Growth 100 Index currently has significant allocations in high-growth sectors such as electronics, non-ferrous metals, telecommunications, computers, and power equipment, with the top five industries accounting for over 70% of the index weight [1] Group 3: Investment Products - The Growth ETF (159259) is the only ETF product tracking the Guozheng Growth 100 Index, providing investors who prefer growth styles an opportunity to easily invest in quality growth stocks [1]

Group 1 - The core viewpoint of the news highlights the significant drop and subsequent recovery of the A-share market indices, with the Kexin 50 ETF (588000) experiencing a 1.09% decline while its constituent stocks reached historical highs [1] - The Kexin 50 ETF (588000) has a trading volume exceeding 3.7 billion yuan, making it the top performer among similar products [1] - A breakthrough in the domestic production of photoresist, a key material in semiconductor lithography, has been achieved by a research team from Peking University, marking a critical step towards replacing foreign monopolies in the high-end photoresist market [1] Group 2 - The Kexin 50 ETF (588000) tracks the Kexin 50 Index, with 70.55% of its holdings in the electronics sector and 4.54% in the computer sector, aligning well with the development of cutting-edge industries such as artificial intelligence and robotics [2] - The ETF also covers multiple sub-sectors including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring this ETF [2]

人民财讯10月28日电，中信证券研报称，"十五五"规划更加强调科技原始创新、科技自强自立、科技与 产业融合，对科技发展提出更高要求。人工智能是"十五五"计算机产业发展的核心动能，应用有望百花 齐放，同步带动算力需求高增。从结构景气方向来看，预计国产软硬件、卫星互联网将成重要发力方 向，量子科技、财税信息化有望持续景气增长。强烈看好"十五五"规划下计算机行业发展机遇，维持行 业"强于大市"评级。 ...

Market Overview - The Shanghai Composite Index decreased by 0.01% as of 10:29 AM, with a trading volume of 573.04 million shares and a turnover of 98.09 billion yuan, representing a 22.22% decrease compared to the previous trading day [1] Industry Performance - The top-performing sectors included: - Comprehensive: +1.18% with a turnover of 32.57 billion yuan, led by Nanjing Public Utilities (+10.06%) [1] - National Defense and Military Industry: +0.94% with a turnover of 345.74 billion yuan, led by Aerospace Development (+9.95%) [1] - Computer: +0.83% with a turnover of 751.00 billion yuan, led by Haixia Innovation (+19.97%) [1] - The sectors with the largest declines included: - Building Decoration: -0.78% with a turnover of 178.24 billion yuan, led by Huajian Group (-7.74%) [2] - Non-ferrous Metals: -0.77% with a turnover of 646.48 billion yuan, led by Tongling Nonferrous Metals (-7.68%) [2] - Steel: -0.72% with a turnover of 68.55 billion yuan, led by Wujin Stainless Steel (-2.69%) [2] Summary of Trading Data - A total of 2,520 stocks rose, with 49 hitting the daily limit, while 2,689 stocks fell, including 6 hitting the lower limit [1] - The sectors with the highest trading volumes included: - Electronics: 2,084.44 billion yuan, down 0.02% [1] - Power Equipment: 962.16 billion yuan, down 0.06% [1] - Banking: 160.14 billion yuan, down 0.06% [1]

Core Insights - The performance of Wang Mingxu's funds has significantly declined, with a year-to-date return of -12.69%, ranking last among 1522 fund managers [1][10] - A systemic issue is evident as six out of seven equity products managed by Wang have consistently underperformed, with declines mostly in double digits [2][4] - The concentrated investment strategy, heavily weighted in traditional value stocks, has led to increased risk and poor performance, especially as market styles shift [3][6] Performance Analysis - Wang's funds were primarily established during market peaks in 2020-2021, leading to a disadvantage as market preferences shifted towards growth and technology sectors [3] - The contrasting performance of the Guangfa Shengjin Mixed Fund, which achieved an 18.29% positive return, highlights the importance of a diversified investment approach [3] - The management scale of Wang has decreased from over 300 billion to around 100 billion, indicating a loss of market confidence [6] Market Sentiment - Investor dissatisfaction is growing due to the significant gap between expectations and actual performance, exacerbated by long-term underperformance [4][8] - The second quarter saw Wang reduce holdings in real estate and brokerage sectors while increasing positions in banks and consumer electronics, which did not align with market trends [4] - The upcoming quarterly report will be crucial in determining whether there will be substantial adjustments in fund positions and risk management strategies [8] Fund Performance Metrics - Specific funds managed by Wang have shown substantial losses, with the Guangfa Value Advantage Mixed Fund down 17.40% and the Guangfa Value Preferred Mixed Fund down 15.36% year-to-date [9] - The performance of these funds is significantly lagging behind the benchmark index, the CSI 300, which has gained 17.06% [9][10] Strategic Recommendations - The need for timely adjustments and clear communication from the fund management is critical to restore investor trust and improve performance [8][10] - Enhancing portfolio diversity and risk management execution will be essential for future recovery, as the market may not remain forgiving [10]

Market Overview - The A-share market experienced a significant rally, with the Shanghai Composite Index breaking the 4000-point mark for the first time since August 19, 2015, marking a historic moment after ten years [1] - As of the midday session, the Shanghai Composite Index rose by 0.21% to 4005.44 points, while the Shenzhen Component Index increased by 0.52% and the ChiNext Index surged by 1.35% [1] Trading Data - The trading volume for the day reached 1.36 trillion yuan, with over 3000 stocks rising [1] - Specific index performances included: - Shanghai Composite Index: 4005.44, up 8.50 points (0.21%), with a trading volume of 588.4 billion yuan [2] - Shenzhen Component Index: 13559.57, up 70.17 points (0.52%), with a trading volume of 761.1 billion yuan [2] - ChiNext Index: 3277.97, up 43.52 points (1.35%), with a trading volume of 360.3 billion yuan [2] Sector Performance - The Fujian sector showed strong performance, with notable stocks such as Pingtan Development (000592) achieving a significant rise [3] - The nuclear power sector was active, with stocks like Dongfang Tantalum Industry (000962) and Antai Technology (000969) showing gains [3] - The commercial aerospace sector continued its upward trend, with Aerospace Intelligent Equipment (300455) reaching a historical high [3] - The diamond cultivation concept saw a pullback, with stocks like Huifeng Diamond declining over 5% [3] New Listings - Four new stocks were listed on the A-share market, marking a record high for the number of new listings in a single day this year [3] - Notably, three unprofitable companies—Bibet, Xi'an Yicai, and Heyuan Biology—saw significant opening gains, with Xi'an Yicai opening up 360% [3][5] - The introduction of these unprofitable hard-tech companies to the Sci-Tech Innovation Board indicates a smoother path for such firms to go public [5]

Market Overview - The Shanghai Composite Index closed at 4005.44 points, up 0.21% [1] - The Shenzhen Component Index closed at 13559.57 points, up 0.52% [1] - The ChiNext Index rose by 1.35% and the Sci-Tech 50 Index increased by 0.56% [1] Stock Performance - Among the tradable A-shares, 2937 stocks rose, accounting for 57.03%, while 2001 stocks fell [1] - There were 65 stocks that hit the daily limit up, and 6 stocks hit the limit down [1] - The leading sectors for limit-up stocks included Computer, Machinery Equipment, and Construction Decoration, with 6, 5, and 5 stocks respectively [1] Notable Stocks - ST Zhongdi has achieved 8 consecutive limit-up days, the highest among all stocks [1] - The stock with the highest limit-up order volume was Yingxin Development, with 23384.46 million shares, followed by Pingtan Development and Helitai [1] - In terms of order value, Yingxin Development, Pingtan Development, and Shikong Technology had the highest amounts, with 746 million, 745 million, and 671 million respectively [1] Limit-Up Stocks Summary - A detailed table lists various stocks that hit the limit up, including their closing prices, turnover rates, limit-up order volumes, and industry classifications [1][2][3]