AI应用方向逆市走强，福石控股涨停。 医药股集体拉升，舒泰神、联环药业等封板。 锂电板块延续涨势，恩捷股份、天际股份等涨停。 （原标题：暴涨！黄仁勋，突然引爆！） 【导读】A股风格切换，涨个股不涨指数，黄仁勋吃炸鸡，相关股票暴涨 中国基金报记者 泰勒 大家好，马上就周末啦，今天的市场，有些耐人寻 味，三大指数下跌，但却有近4000家公司上涨，一起看看发生了什么事情。 市场分化 10月31日，A股三大指数震荡调整，创业板指跌超2%。截 至收盘，沪指跌0.81%，深成指跌1.14%，创业板指跌2.31%。 市场共3760只个股上涨，76只个股涨停，1553只个股下跌。 CPO等算力硬件股调整，天孚通信、中际旭创、新易盛均跌超7%。 近期热门板块，存储芯片概念股走弱。 今天市场的最大特征就是涨个股不涨指数，而业绩增长的个股不涨反而下跌，业绩差的个股反而上涨。昨晚白酒行业迎来深度调整期以来业绩跌 幅"最惨"的三季报。在已经公布业绩的白酒上市公司中，多数酒企第三季度业绩加速下滑，但今天白酒板块却是大涨的，而科技板块大跌。 有分析指出，前期科技硬件板块涨幅大、估值处历史高位，叠加四季度资金更重盈利质量与估值安全的季节性特 ...

Market Overview - On October 31, A-shares experienced a divergence where the three major indices fell, with the Shanghai Composite Index down 0.81%, the Shenzhen Component down 1.14%, and the ChiNext Index down 2.31. However, nearly 4,000 companies saw their stock prices rise, indicating a market where individual stocks performed well despite overall index declines [1][3]. Stock Performance - A total of 76 stocks hit the daily limit up, while 148 stocks rose more than 7%. The overall increase in stock prices was 38.13%, with a total trading volume of approximately 23498.13 billion [3]. - The AI application sector showed resilience against the market downturn, with stocks like Fushi Holdings hitting the daily limit up [3]. - Pharmaceutical stocks collectively surged, with companies like Shutai Shen and Lianhuan Pharmaceutical reaching their daily limits [5]. Sector Analysis - The lithium battery sector continued its upward trend, with stocks such as Enjie Co. and Tianji Co. hitting the daily limit up [6]. - In contrast, CPO and computing hardware stocks faced adjustments, with companies like Tianfu Communication and Zhongji Xuchuang dropping over 7% [6][7]. - The recent trend showed that stocks with declining performance, particularly in the liquor industry, experienced a rebound despite poor earnings reports, while technology stocks faced significant declines [8][9]. Notable Events - A viral moment occurred when NVIDIA CEO Jensen Huang was seen dining with prominent South Korean business leaders, leading to a surge in related stocks. For instance, Kyochon F&B's stock price soared by 20%, and Cherrybro's stock hit the daily limit up with a 30% increase [12][14]. - NVIDIA announced a significant agreement with major South Korean companies to provide over 260,000 accelerator chips to support AI projects, marking a strategic expansion in AI infrastructure [20][21].

受益于人工智能基础设施投资热潮加速，台积电最新财报显示净利润同比增长39%，超出市场预期，创下历史新高。 | Selected Items from Statements of Comprehensive Income | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 3Q25 | 3Q25 | 2025 | 3Q24 | 3Q25 Over | 3Q25 Over | | (In NT$ billions unless otherwise noted) | | Guidance | | | 2Q25 | 3Q24 | | Net Revenue (US$ billions) | 33.10 | 31.8-33.0 | 30.07 | 23.50 | +10.1% | +40.8% | | Net Revenue | 989.92 | | 933.79 | 759.69 | +6.0% | +30.3% | | Gross Margin | 59.5% | 55.5%-57.5% | 58.6% | 57.8% | +0.9 ppts ...