10月中旬，在2025湾区半导体产业生态博览会（以下简称"湾芯展"）6万平方米的展厅里，最热闹的角落属于一家成立仅四年的半导体制造企业，新凯来。 "新凯来包含了几个子公司，每个子公司都将在这次展会中带来意想不到的惊喜。"10月10日上午的新闻发布会上，深圳市发展和改革委员会主任郭子平如 是说。 这份惊喜，来自新凯来旗下子公司发布的两款产品，超高速示波器与高端EDA设计软件——前者打破欧美封锁，后者填补国产空白，二者都是"自主可 控"概念下与芯片、先进制程密切关联的项目。 国内某电子产品供应链企业相关人士告诉北京商报记者，在全球供应链环境愈发复杂难测的背景下，企业对供应链稳定的重视程度显著提高。因为对他们 而言，这是当下十分关键的"确定性"。 这也就不难解释，为何新凯来在自身完全没有产品发布，也没有提及流言中的光刻机——同在深圳的华为遭到芯片领域封锁后，"光刻机"一词成为外界认 知里科技领域"卡脖子"的代表——的情况下，仅凭母公司的两个"惊喜"，就能赢得产业链上下高度关注：看似辅助的设备，其实是芯片自主的"隐形基 建"，就像摩天大楼离不开图纸与卷尺，芯片从设计到量产，也需要一套完整的、复杂的系统。现在看到的软硬 ...

现在的股市有点此消彼长的态势，昨日美股开始上升乏力，国内股市今天就开始走强。港股今天跳空后 强势震荡上行，收盘涨1.84%。收回了一大半失地。 这两天我们密集启动的各种反制，让特朗普政府非常头疼。各种安抚市场各种喊话，总算暂时稳住了一 下，但并不代表这个事情就得到解决了。美联储是很清醒的，知道问题的严重性，也不得不出来打强心 针，鲍威尔周二表示，决策者将"逐次会议"决定是否进一步降息，而且美联储可能已接近结束量化紧缩 政策。意思很明确，结束缩表就是要开启QE，逐次会议决定其实就是根据当下情况来决定是否降息， 不会考虑那么多了。几乎可以确定后面每次都会降息。即便如此，美股也没有太大的起色。 因为现在矛盾的焦点已经变成了制裁与反制裁。拿稀土反制来说，不光是美国，欧盟也一样面临这个问 题，据"政客新闻网"欧洲版14日报道，欧盟拉上七国集团(G7)，希望联合应对中方这一新规。看下特朗 普最新的推文，称考虑终止与中国部分贸易往来，包括食用油。不采购食用油都拿来说事真的是感觉黔 驴技穷了。美国都没招了，欧洲就更不用说，这又不是人多就能解决的问题。 还有轮船收费的反制影响也很大，据韩联社10月14日晚报道，当天韩国总统室表 ...

Market Overview - The market experienced a collective rebound with a decrease in trading volume, as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 1.22%, 1.73%, and 2.36% respectively, with over 4,300 stocks gaining and less than 1,000 declining [1][3] - The total trading volume narrowed to 2 trillion yuan [1] Quantum Technology - Quantum technology stocks surged, with notable gains including Geer Software hitting the daily limit, and He Xin Instruments rising over 10% [1] Humanoid Robots - The humanoid robot sector saw a significant surge, led by Sanhua Intelligent Controls, which hit the daily limit and saw over a 13% increase in Hong Kong stocks [5] - The surge was attributed to a tweet claiming that Tesla placed a large order worth $685 million (approximately 5 billion yuan) for Optimus linear actuators from Sanhua Intelligent Controls, expected for delivery in Q1 2026 [5] New Kai Lai - The highly anticipated "Bay Chip Exhibition" opened, leading to a sell-off in New Kai Lai concept stocks, with New Lai Materials and Lihe Xing dropping over 10% [10] - The light lithography sector experienced a decline of over 2.5% in the morning but recovered slightly to close down nearly 1% [10] EDA (Electronic Design Automation) - New Kai Lai's subsidiary, Qiyunfang, launched two EDA design software products, which were anticipated by the market [12] - Huada Jiutian, a leading EDA company, saw its stock rise over 10% initially, closing up 7.3%, despite the unclear connection between the product launch and its stock performance [12] Power Supply - Following the OCP conference where NVIDIA released a white paper on "800 VDC Architecture for Next-Generation AI Infrastructure," related stocks saw a collective rise as market sentiment improved [14][16] - Key stocks in this sector, including Zhongheng Electric and Yigor, hit the daily limit, with a notable mention of the potential for Chinese companies to enter overseas markets through OEM partnerships due to the evolving landscape of HVDC technology [17]