Foxconn expects Q4 revenue from smart consumer electronics to rise significantly YoY.

市场消息：伯恩斯坦将英伟达股票评级从“跑赢大盘”下调至“与大盘持平”，目标价从400美元下调至200美元。

Shanghai Composite +0.46%, Shenzhen Composite +1.32%, ChiNext +3.11%, STAR 50 +2.8% at close after indices stabilized and rallied into the afternoon. Turnover on Shanghai and Shenzhen exceeded 1.6 trillion yuan; more than 3,500 stocks advanced. CPO-themed stocks led gains, with Yuanjie Technology and Zhishang Technology hitting daily limits; InnoLight, Taichen Guang and Zhongji Xuchuang rose over 15%, and Tianfu Communication, Liante Technology and Changhua Guangxin gained more than 10%. PCB names extended recent strength—Dongshan Precision, Guangyang and Bojie hit limits; JPT jumped about 14%, Nanya New Material up ~12%. AI compute chip names outperformed: Guangku Technology +11%, with Tianpu, Xingsen Technology and Cambricon also higher. Baijiu sector underperformed broadly; Huangtai fell over 5%, while Fenjiu, Luzhou Laojiao, Wuliangye and Kweichow Moutai declined.