Group 1 - The market experienced a significant rally on October 29, with major indices rising, including the ChiNext Index which increased nearly 3%, reaching a new high for the year, and the Shanghai Composite Index surpassing 4000 points again [1] - The Computer ETF (159998) rose by 1.29%, marking its fifth consecutive increase, while the Robot ETF (159770) gained 1.31% with a trading volume of 332 million yuan, and saw a net subscription of 25.5 million units [2] - The Ministry of Commerce and other departments released a notice on the "Urban Commercial Quality Improvement Action Plan," emphasizing the integration of emerging technologies such as AI, IoT, cloud computing, blockchain, and extended reality into urban commercial systems [2] Group 2 - The Robot ETF (159770) is deeply invested in the core robotics landscape, covering the entire industry chain from core hardware like servo systems and reducers to software aspects such as machine vision and algorithm control [3] - The external environment has highlighted the urgency for China's technological self-reliance, with opportunities emerging in the software and industrial sectors, as evidenced by a 12.6% year-on-year growth in software business revenue from January to August 2025 [3] - The demand for AI computing power is expanding globally, as seen in strategic collaborations like OpenAI with Broadcom and Microsoft's Azure deploying superclusters, indicating a robust growth trajectory for the AI sector [3]

国内首款搭载开源鸿蒙系统的机器人"夸父"亮相、英伟达将投资10亿美元入股诺基亚…… ①宇树将发布新的四足机器狗产品，动力性能约等于Go2的两倍； ②国内首款搭载开源鸿蒙系统的机器人"夸父"亮相； ③腾讯混元推出交互式AI播客，听播客可"举手"提问； ④英伟达将投资10亿美元入股诺基亚，聚焦AI-RAN、6G； ⑤英伟达推出NVQLink互联系统，实现AI超算与量子计算融合； ⑥OpenAI宣布已完成资本重组； ⑦微软与OpenAI签署新协议，OpenAI将购买额外2500亿美元的Azure服务。 】 | 听播客可 "举手" 提问 哈斯·斯·罗马 "举手" 提问 ■ 英伟达将投资10亿美元入股诺基亚 聚焦AI-RAN、6G 英伟达推出NVQLink互联系统 实现AI超算与量子计算融合 一 财 快 讯 米源： ...

泡沫争议再起。 北京时间10月28日深夜，美股科技板块迎来历史性一刻——微软、英伟达、苹果三家科技巨头曾在开盘 后短暂齐聚"4万亿俱乐部"。 截至当日美股收盘，英伟达以 4.89 万亿美元市值领跑，距离5万亿美元大关仅一步之遥；苹果市值定格 在3.99万亿美元，与4万亿关口仅差 "临门一脚"；微软成功冲破4万亿美元市值门槛，最终收于4.03万亿 美元。 科技巨头市值飙涨的背后，是全球人工智能浪潮的持续驱动：从算力基础设施到终端应用场景，AI 技 术的突破不仅重塑了产业格局，更点燃了市场对科技巨头增长潜力的超高预期。 与此同时，市场对增长动能的担忧并未消散。经历了一轮估值快速抬升后，这些 "科技巨无霸" 是否还 能延续此前的强劲势头，持续交出匹配市场期待的成绩单？ 本周，美股市场迎来最关键的风向标——"美股七姐妹"中微软、谷歌、亚马逊、Meta、苹果五大科技巨 头财报密集发布。接下来，这些科技巨头需要用业绩直面三个关键问题：AI投资的边际效益是否开始 递减？云业务增长能否消化持续高昂的资本支出？AI产品的商业化表现究竟如何？问题的答案不仅关 乎科技巨头的估值逻辑，更将深刻影响美股科技板块乃至整个市场的后续走向。 ...

Core Viewpoint - The quantum technology sector in A-shares has experienced a sudden surge, driven by significant policy support and technological advancements, particularly with the introduction of NVQLink by NVIDIA, which connects quantum processors with GPU computing [2][3][7]. Group 1: Market Performance - On October 29, A-share quantum technology stocks saw a collective rise, with companies like Shenzhou Information and Tianrongxin hitting the daily limit, while Keda Guokuan and Guodun Quantum surged over 10% [2][3]. - The quantum technology index rose by 2.75%, with notable performers including Keda Guokuan (up 15.39%) and Guodun Quantum (up 11.74%) [4]. Group 2: Technological Developments - NVIDIA's NVQLink system was announced to connect quantum processors with AI supercomputers, aiming to reduce error rates in quantum bits and enhance quantum computing capabilities [5][6]. - NVIDIA's CEO emphasized plans to scale quantum computers from hundreds to potentially tens of thousands of quantum bits, indicating a significant leap in quantum computing technology [6]. Group 3: Policy Support - The Central Committee of the Communist Party of China released a proposal on October 28, highlighting the promotion of quantum technology as a new economic growth point alongside other emerging industries [7]. - The quantum technology market in China is projected to reach $9.758 billion by 2029, with a compound annual growth rate of 37.45% from 2024 to 2029 [7]. Group 4: Industry Insights - Reports indicate that quantum computing is one of the most disruptive technologies, currently in the early stages of development, with potential for substantial advancements in the next 5 to 10 years [8]. - The synergy between quantum technology and AI is expected to drive innovation, with domestic companies showing strong capabilities in quantum technology development [8].

转自：中国经营网 中经记者 顾梦轩 李正豪 广州 北京报道 当地时间10月28日，英伟达(NASDAQ ：NVDA)股价强势上扬，收盘上涨4.9%，市值触及4.94万亿美元 后报4.89万亿美元，创下历史新高。 在华盛顿特区举行的GTC大会成为英伟达新一轮上涨的催化剂。当天，英伟达首席执行官黄仁勋在长达 两小时的主题演讲中密集发布技术革新与产业合作计划，覆盖人工智能、量子计算、自动驾驶及通信等 领域，显示公司正加速从"AI芯片制造商"向"计算生态系统平台"转型。 英伟达首席执行官黄仁勋正押注公司将在量子计算机未来发展中扮演关键角色。在GTC大会主题演讲 中，他正式发布NVQLink互联系统，这项技术能将量子处理器与其高效运行所需的AI超级计算机相连 接。"NVQLink是连接量子与经典超级计算机的'罗塞塔石碑'。"黄仁勋表示。 （编辑：张靖超 审核：李正豪 校对：张国刚） ...

| 300555 ST路通 +4.41% | 12.07 | | --- | --- | | 003029 吉大正元 +5.22% | 28.42 | 消息面上，10月28日，英伟达正式发布NVQLink互联系统——这项技术能将量子处理器与其高效运行 所需的AI超级计算机相连接。 黄仁勋说："NVQLink 是连接量子和经典超级计算机的罗塞塔石碑。" 编辑｜钉钉 截至发稿，神州信息涨停，科大国创涨超19%， 国盾量子盘中创新高， 西部超导、信安世纪、富士达 跟涨。 | 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 300520 | 科大国创 | +19.38% | 44.29 | | 688027 | 国盾量子 | +12.10% | 515.67 | | 688122 | 西部超导 | +10.35% | 88.03 | | 002212 | 天融信 | +10.02% | 10.76 | | 000255 | 神州信息 | +9.99% | 16.73 | | 920640 | 富士达 | +10.81% | 32.50 | | 688622 | 禾信 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 47706.37 | 161.78 | 0.34% | | | 纳斯达克 | 23827.49 | 190.03 | 0.80% | | | 标普500 | 6890.89 | 15.73 | 0.23% | | | 欧洲斯托克50 | 5704.35 | -6.71 | -0.12% | | | 英国富时100 | 9696.74 | 42.92 | 0.44% | | | 法国CAC40 | | 8216,58. gogudat228 m | -0.27% | | | 德国DAX 俄罗斯RTS | 24278.63 984.76 | -30.15 -3.08 | -0.12% -0.31% | | | 上证指数 | 3988.22 | -8.72 | -0.22% | | | 深证成指 | 13430.1 | -59.3 | -0.44% | | | 创业板指 | 3229.58 | -4.87 | -0.15% | | | 恒生指数 | 26346.1 ...

英伟达(NVDA.US)盘中股价一度涨至6%，最终收涨4.98%报201.03美元，总市值4.89万亿美元。消息面上，此番上涨得益于英伟达的多项新合作协议以及市 场对CEO黄仁勋华盛顿GTC大会演讲的热烈反应。 英伟达与制药公司礼来达成合作，将共同建设医药领域最强大的超级计算机，用于加速新药研发进程。黄仁勋发布新NVQLink互联系统，实现量子处理器 与AI超级计算机的高效对接。他表示："NVQLink是连接量子与经典超级计算机的'罗塞塔石碑'。"英伟达将与美国能源部合作建造七台新型人工智能超级计 算机。公司还将向诺基亚投资10亿美元开展人工智能合作。交易完成后，英伟达将持有这家电信公司2.9%的股份。 此外，黄仁勋还驳斥了有关AI泡沫的说法，他表示公司最新芯片将在未来5个季度创造5000亿美元收入。 ...

Group 1: Market Performance - The US stock market indices reached new highs, with the Dow Jones up 0.34% to 47,706.37 points, the Nasdaq up 0.8% to 23,827.49 points, and the S&P 500 up 15.73 points to 6,890.89 points [2] - Nvidia's stock price increased by 4.98% to $201.03, resulting in a market capitalization increase of $231.8 billion (approximately 164.56 billion RMB) [5][6] - Apple became the third US company to surpass a market capitalization of $4 trillion (approximately 28.4 trillion RMB), with a stock price increase of 0.07% [5][6] Group 2: Company Developments - Nvidia announced the launch of the new BlueField-4 processor and plans to integrate AI supercomputing with quantum computing through the NVQLink interconnect system [5] - Microsoft shares rose by 1.98%, with a market cap also reaching $4 trillion, following a new agreement with OpenAI for an additional $250 billion in Azure services [5] - Tesla's stock increased by 1.80%, as the company is considering internal candidates for CEO succession in light of Elon Musk's potential departure [8] Group 3: Semiconductor Sector - The semiconductor sector saw a rise, driven by Nvidia's performance, with Intel, Broadcom, Cirrus Logic, and TSMC also experiencing stock price increases of 5.03%, 3.02%, 1.65%, and 1.10% respectively [6][7] - Nvidia's CEO dismissed concerns about an AI bubble, projecting that the company's latest chips will generate $500 billion in revenue over the next five quarters [6] Group 4: Gold Market - The international gold market has been in a correction phase for a week, with the COMEX gold index nearing $3,900 per ounce [13] - The Bank of Korea plans to consider increasing its gold reserves from a medium to long-term perspective, monitoring market dynamics for timing and scale of purchases [13]

Group 1 - Major US tech giants including Nvidia, Microsoft, and Apple announced significant AI developments, contributing to a surge in their stock prices and market valuations [2][9][10] - Nvidia's market value increased by $231.8 billion (approximately 1,645.6 billion RMB) after launching new products and partnerships during its GTC event [9][13] - Apple became the third US company to surpass a market capitalization of $4 trillion (approximately 28.4 trillion RMB), with plans to integrate OLED displays into its MacBook Air and iPad [9][10] Group 2 - The US stock market indices reached new highs, with the Dow Jones up 0.34%, Nasdaq up 0.8%, and S&P 500 up 15.73 points [5][4] - Nvidia's stock rose by 4.98% to $201.03 per share, while Microsoft increased by 1.98% to $542.07, regaining a market value of $4 trillion [11][10] - Semiconductor stocks saw a rise, with Intel, Broadcom, and TSMC increasing by 5.03%, 3.02%, and 1.10% respectively, driven by Nvidia's performance [14][12] Group 3 - Tesla's stock rose by 1.80%, as the company considers internal candidates for CEO succession amid concerns over Elon Musk's potential departure [16][17] - The internet sector showed mixed results, with companies like Bilibili and JD Group rising by 5.37% and 0.96%, while Tencent Music and Miniso fell by 2.95% and 2.84% respectively [19][21] Group 4 - International gold prices have been adjusting for a week, with the Bank of Korea planning to increase its gold reserves from a long-term perspective [3][24]