市场指数与板块表现 - 三大指数集体高开，沪指报3990.27点涨0.05%，深成指报13484.01点涨0.40%，创指报3263.98点涨1.07% [1] - 高压氧舱板块涨幅居前 [1] 宏观政策与产业规划 - 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出培育壮大新兴产业和未来产业，加快新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展 [1] - 规划建议推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长点 [1] - 规划建议提高资本市场制度包容性、适应性，健全投资和融资相协调的资本市场功能 [1] - 央行行长表示下一步将防范化解重点领域金融风险，巩固资本市场向好势头，健全稳市机制 [1] - 外交部发言人指出中方稀土出口管制措施是对出口管制体系的规范和完善，符合国际通行做法 [1] 行业动态与公司业绩 - 第十一批国家组织药品集中带量采购公布中选结果，共纳入55种药品，覆盖抗感染、抗过敏、抗肿瘤、降血糖、降血压、降血脂等领域 [2] - 数字人民币生态体系初步建立，截至2025年9月末试点地区累计交易金额达14.2万亿元 [2] - 赣锋锂业第三季度净利润同比增长364% [2] - 中航成飞第三季度净利润为12.56亿元，同比增长169.53% [2] - 兆易创新第三季度归属于上市公司股东的净利润5.08亿元，同比增长61.13% [2] - 华胜天成第三季度净利润为2.19亿元，同比增长563.58% [2] - 世荣兆业第三季度归属于上市公司股东的净利润1.09亿元，同比增长3,168.80% [2] - 中国电影第三季度净利润为1.77亿元，同比增长1,463.17% [2] - 生益电子前三季度净利润为11.15亿元，同比增长498% [2] - 阳光电源前三季度净利润为41.47亿元，同比增长57.04% [2] - 沪电股份前三季度净利润27.18亿元，同比增长47.03%，受益于人工智能等对印制电路板的结构性需求 [2] - 澜起科技股东中电投控及其一致行动人合计持股比例降至5%以下 [3] - 德龙汇能控股股东及实控人将发生变更 [3] - 达华智能公告公司暂无量子科技相关业务 [4] 国际市场与科技巨头 - 美股三大指数周二集体收涨，纳指涨0.8%，道指涨0.34%，标普500指数涨0.23% [5] - 英伟达涨约5%，总市值逼近5万亿美元 [5] - 纳斯达克中国金龙指数收跌1.23% [5] - 礼来公司部署全球规模最大、性能最强的AI制药工厂，该设施采用基于英伟达Blackwell架构的DGX超级集群 [6] - 英伟达将出货2000万块Blackwell和Rubin图形处理器，预计未来六个季度业务规模将达5000亿美元 [7] - OpenAI表示所有承诺涉及的AI基础设施建设总规模略超30吉瓦，总投资额约1.4万亿美元 [8] - 微软与OpenAI签署新协议，OpenAI追加2500亿美元微软Azure云服务订单，微软获得OpenAI约27%股权 [8] - 美国能源部宣布将与英伟达、甲骨文合作建造七台新型人工智能超级计算机 [9] - 英伟达在GTC大会上推出NVQLink系统、全新BlueField-4处理器、NVIDIAARC计算平台等多款产品，并与Palantir、CrowdStrike等多家AI应用公司合作 [9] 机构观点 - 银河证券研报称发展新质生产力是"十五五"时期新旧动能加速切换的首要任务，投资科技等于押注国家战略安全 [10] - 银河证券指出顺应国家战略、具备真实技术壁垒的科技企业将是"十五五"规划背景下A股投资的重要主线 [10] - 银河证券关注云计算与大数据、算力、5G6G、新一代信息网络、人工智能、数字创意设备、集成电路、前沿新材料、核心元器件、抗癌药、有色新材料等细分主题 [10] - 国金证券指出市场交易热度回落，各类主要指数的波动率均回落，两融阶段成为市场主要增量资金 [11]

截至2025年10月28日收盘，计算机ETF(159998)上涨0.28%，实现4连涨，换手4.25%，成交1.21亿元。跟踪指数成分股金山办公(688111)上涨6.38%，云赛智 联(600602)上涨5.02%，华勤技术(603296)上涨4.06%，协创数据(300857)上涨3.51%，用友网络(600588)上涨3.09%。 截至10月28日，计算机ETF(159998)近1周累计上涨3.82%，涨幅排名可比基金第一。计算机ETF(159998)近1周规模增长863.90万元，实现显著增长，新增规 模位居可比基金第一。 科创综指ETF天弘(589860)换手11.44%，成交4042.41万元，市场交投活跃。跟踪指数成分股方面涨跌互现，中船特气(688146)领涨15.71%，艾森股份 (688720)上涨11.32%，燕麦科技(688312)上涨10.04%。 截至10月28日，科创综指ETF天弘(589860)近2周规模增长1286.59万元，近2周份额增长400.00万份，实现显著增长。资金流入方面，科创综指ETF天弘 (589860)近16个交易日内，合计"吸金"3150.94万元。 全市 ...

从行业逻辑来看，AI技术的迭代突破离不开大规模资本投入的支撑。当前，生成式AI、大模型训练等 应用场景持续扩容，对算力、数据中心、算法优化等基础设施的需求呈指数级增长，成为驱动大厂加码 资本开支的核心动力。谷歌、Oracle等企业的大额投入，本质上是对AI产业长期发展价值的认可，也是 为抢占技术制高点、巩固市场竞争力布局的关键举措。 研报进一步分析，海外大厂的密集动作具有显 著的行业引领效应。一方面，头部企业的资本开支落地将加速AI产业链上下游的技术成熟与产能释 放，从算力芯片、服务器到数据中心建设，全产业链都将直接受益；另一方面，这种高投入态势将形成 示范效应，有望推动国内外更多科技大厂重新评估AI赛道的投资价值，持续上修资本开支计划，进一 步放大行业景气度。 由 文心大模型 生成的文章摘要 在国内市场，随着AI技术应用场景的不断拓宽，以及政策对科技创新的持续支持，国内科技企业在AI 领域的布局正逐步深化。海外大厂的资本开支热潮，将为国内企业提供技术路径参考与市场空间预期， 叠加国内算力基础设施建设的推进与大模型研发的突破，国内AI产业链的投资活力有望进一步激发， 资本开支的增长潜力值得期待。 前文讲述了全 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Oracle Corporation (NYSE:ORCL) is one of the Most Promising AI Stocks to Buy Right Now. On October 20, Monness analyst Brian White maintained a “Neutral” stance on the company’s stock, giving a “Hold” rating. The analyst’s rating is backed by a combination of factors around the company’s current financial trajectory and strategic initiatives. While Oracle Corporation (NYSE:ORCL) continues to make significant strides in the broader AI sector, with new innovations and partnerships, the analyst opines that th ...

Oracle may have joined the artificial intelligence party a little late, but it has nonetheless managed to position itself as a major player. We can see that the company's AI plans are going forward, thanks to a recent announcement concerning Stargate. OpenAI, Oracle, and Vantage Data Centers, a provider of hyperscale data center campuses, recently announced plans to develop a data center campus outside Milwaukee in Port Washington, Wisconsin. The new campus will consist of four data centers, which will h ...

Valued at a market cap of $807.7 billion, Oracle Corporation (ORCL) is a leading provider of enterprise software, cloud services, and database technologies. The Austin, Texas-based company helps businesses manage and analyze data, automate processes, and run critical operations through integrated cloud-based and on-premise solutions. It is scheduled to announce its fiscal Q2 2026 earnings in mid-December. Ahead of this event, analysts expect this software giant to report a profit of $1.29 per share, up 12 ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Making Waves on Wall Street. On October 21, UBS reiterated its Buy rating on the stock with a price target of $380.00. The rating follows analyst Karl Keirstead’s attendance at Oracle’s AI World event. As per UBS analysis, several key observations were made through customer and partner interactions at the event. Unlike previous gatherings, customers at the event articulated their intentions to grow their Oracle investments. Meanwhile, partners also re ...

Oracle CEO Mike Sicilia said on Tuesday that he is not concerned about an "AI bubble," adding that there is real value in artificial intelligence as demand far outpaces supply. ...

Answear.com is an online store operating in 12 European markets with over 200,000 selected premium products and limited collections from over 700 high-end global brands. "Our rapid expansion into international markets, coupled with a growing assortment of brands and product groups, demanded a more sophisticated planning solution," said Magdalena Dbrowska, Board Member, Answear.com. "Oracle's Retail Cloud solutions provide the flexibility and scalability we need to optimize our planning processes, react quic ...