早盘，可控核聚变概念走强，雪人集团、华菱线缆2连板，天力复合（920576）再度"30cm"涨停，录得2连板。四创电子、国机重装等多股涨停。消息面 上，国际能源署预测，到2030年，全球核聚变市场规模有望接近5000亿美元(3.5万亿元人民币)。 | < V | 锂矿概念 | | E | | --- | --- | --- | --- | | | 1898.35 0.53% | | | | 资讯 | 成份股 | | 車要指数 | | 名称 | 最新 | 涨幅 ↓ | 涨跌 | | 金圆股份 | 6.59 | 10.02% | 0.60 | | 000546 | | | | | 新迅达 | 18.35 | 7.44% | 1.27 | | 300518 | | | | | 西部矿业 | 25.90 | 3.72% | 0.93 | | 601168 | | | | | 国城矿业 | 24.14 | 3.21% | 0.75 | | 000688 | | | | | 威领股份 | 14.29 | 2.88% | 0.40 | | 002667 | | | | | 紫金矿业 | 31.70 | 2.39% | 0. ...

Core Insights - The Shanghai Composite Index opened high and broke through the 3900-point mark, reaching its highest level since August 2015, with a trading volume of 2.65 trillion yuan, an increase of 471.8 billion yuan from the previous trading day [1][7] - The market saw active rotation of hotspots, with 99 stocks hitting the daily limit up, particularly in the metals and nuclear power sectors [1][2] - The nuclear fusion sector experienced significant gains following the successful installation of a key component in a fusion energy experimental device, indicating a clearer commercialization path for nuclear fusion technology [2][6] Sector Summaries Nuclear Fusion Sector - The nuclear fusion concept stocks led the market, with companies like West Superconductor and Shanghai Electric hitting the daily limit up [2] - The successful installation of the Dewar base for the compact fusion energy experimental device in Hefei marks a new phase in the project, with expectations for accelerated capital expenditure in the sector during the 14th Five-Year Plan period [2][6] Metals Sector - Precious metals such as gold, silver, copper, and aluminum saw significant price increases during the "Double Festival" period, with COMEX gold rising by 4.81% [3][6] - The rare earth sector also showed strength, with several stocks hitting the daily limit up following new export control announcements from the Ministry of Commerce [3][6] Semiconductor Sector - The semiconductor sector experienced notable volatility, with major stocks like SMIC and Hua Hong Semiconductor showing mixed performance, indicating profit-taking after previous gains [5][7] - Despite short-term fluctuations, there remains a medium-term expectation for recovery in core semiconductor stocks, provided there are no significant downward trends [5][7] Market Trends - The overall market structure remains healthy with rising prices and increasing trading volume, but the sustainability of this trend will depend on future trading volumes [7] - The market is currently characterized by structural differentiation, with technology growth and certain cyclical stocks showing relative strength, particularly in sectors like metals, semiconductors, AI, solid-state batteries, and humanoid robots [7] Fund Flows - In September, the stock ETF market attracted over 111.3 billion yuan, marking a significant inflow of funds, particularly in ETFs tracking internet and battery indices [8]