Core Viewpoint - The A-share market experienced fluctuations on October 28, with the Shanghai Composite Index briefly surpassing 4000 points before closing lower, indicating volatility in investor sentiment and market dynamics [1][2][6]. Group 1: Human-Robot Sector - The human-robot concept stocks surged, with Jinfu Technology hitting a 20% limit up, driven by a new order from a Taiwanese client for a cooling system using their 0.08mm blade heat dissipation architecture [1][2]. - The new cooling architecture employs the latest MLCP (Microchannel Liquid Cooling Plate) technology, effectively addressing the thermal issues of processors with power consumption above 1800W [2]. Group 2: Market Trends and Predictions - Analysts remain optimistic about the Chinese stock market, citing a "transformation bull" trend driven by accelerated economic transformation, declining risk-free returns, and capital market reforms [6][7]. - The market is characterized by a "technology bull" phase, with significant price increases in tech sectors while traditional sectors lag behind, indicating a divergence in market performance [6][7]. - Goldman Sachs predicts a 30% increase in major stock indices by the end of 2027, supported by a 12% growth in earnings and a 5%-10% valuation adjustment [7]. Group 3: Fujian Province Developments - Fujian Province has seen a surge in related concept stocks, with significant investments announced at the 2025 World Marine Equipment Conference, totaling over 200 billion yuan across 172 projects [3][4]. - The province is focusing on seven key areas for industrial planning, including new-generation information technology and high-end equipment manufacturing, aiming to build competitive strategic emerging industry clusters [4].

人民财讯10月28日电，据锦富技术（300128）官微消息，锦富技术定制开发的0.08毫米铲齿散热架构已 获得某台湾客户的订单，已用于B200芯片的液冷散热系统。据该客户反馈，此架构采用业界最新 MLCP(微通道液冷板)技术，具备显著的先发优势与技术先进性，可有效解决1800W—2000W及以上功 耗处理器的TDP热效应问题，保障处理器模组低温稳定运行。此外，针对下一代B300芯片的适配方案 也已完成多轮送样测试，反馈良好，进入生产准备阶段。 ...