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Daily Investment News Digest · 2026-10-21

12 Quick Updates · Multi-source Aggregation + AI Rewriting

Automatically scraped from Tonghua Shun and Eastmoney via cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information compilation only, does not constitute investment advice.

TL;DR · Read Today’s Highlights in 30 Seconds
  • Today’s A-share market traded lower with volatility: the Shanghai Composite Index fell 0.31%, the ChiNext Index fell below 2700 points, the battery sector led declines while the data right confirmation sector outperformed
  • Spot gold rose above $4,130 per ounce; Amazon spent billions to lock in Nvidia GPUs, but the hardware sits idle in warehouses due to power shortages
  • Shanghai Port and Hamburg Port released a roadmap for a green shipping corridor; Tianjin added new housing provident fund withdrawal scenarios, and credit cards will stop issuing paper statements
📉 A-share Market Performance📈 Gold Hits New High🚢 Shipping Planning🖥️ Computing Power Updates💡 Livelihood New Regulations

Tonghua Shun 7×24

Shanghai Port-Hamburg Port Green Shipping Corridor Development Goals and Roadmap Released

2026/10/21 11:41:53

On October 21, during the Green and Low-Carbon Forum of the 2026 North Bund International Shipping Forum, the development goals and roadmap for the Shanghai Port-Hamburg Port Green Shipping Corridor were officially released. According to the plan, from 2028 to 2035, the corridor will improve the deployment capacity of dual-fuel container ships and carbon reduction levels, increase the proportion of clean energy used in ports, and accelerate the construction of a diversified and stable low-carbon fuel supply pattern.

Support Vance for next president? Trump: It’s “too early” to discuss now

2026/10/21 11:40:04

According to Xinhua News Agency, U.S. President Trump responded to reporters’ questions in the Oval Office of the White House on the 20th that it is too early to discuss whether to support Vice President Vance’s 2028 presidential run, and the two have not communicated on this topic before. He acknowledged Vance’s talent, but made it clear that the current priority is to advance and complete the agenda related to the midterm elections.

Spot gold rose above $4,130 per ounce

2026/10/21 11:36:10

[Financial Brief] The underlying assets involved are international spot gold and domestic RMB-denominated spot gold. In this market movement, the international spot gold price broke through the integer mark of $4,130 per ounce, with an intraday increase of 0.17%; meanwhile, the domestic spot gold quote was 887.0 yuan per gram, down slightly by 0.11% intraday. The short-term trend divergence between the two reflects the impact of domestic and foreign supply and demand differences and valuation differences caused by exchange rate fluctuations.

Tianjin introduces new provident fund rules, adds withdrawal scenarios

2026/10/21 11:33:39

Tianjin Housing Provident Fund Management Center released new provident fund rules on the 21st, adding three types of withdrawal scenarios: employees and their spouses who own housing in Tianjin can withdraw a total of no more than 3,000 yuan per year to pay property fees; those who newly purchase housing in Tianjin can withdraw up to 150,000 yuan for renovation costs; those who have owned the same set of housing in Tianjin for 10 years can withdraw up to 30,000 yuan for refurbishment. At the same time, the relevant withdrawal period has been adjusted, broadening the scope of use of the provident fund and reducing employees’ housing holding costs.

Total ETF turnover in both markets reached 304.876 billion yuan, down 21.794 billion yuan from the same time yesterday

2026/10/21 11:32:01

As of press time, the total turnover of ETFs in the two markets was 304.876 billion yuan, down 21.794 billion yuan from the same period yesterday. By category, bond ETFs had the highest turnover at 177.372 billion yuan, followed by equity ETFs, QDII ETFs, etc. The top three non-monetary ETFs by turnover are China-Korea Semiconductor ETF (513310), ChiNext ETF (159915), and Science and Technology Innovation 50 ETF (588000), with corresponding turnovers of 5.899 billion yuan, 5.806 billion yuan, and 4.387 billion yuan respectively.

ETF Midday Review: S&P Biotech ETF leads gains at 3.54%, battery ETF leads losses at 3.47%

2026/10/21 11:30:59

[ETF Midday Express] ETF trading showed divergent gains and losses at midday close: the leading gainer was the S&P Biotech ETF (159502), up 3.54%; two ChiNext computing power ETFs (158059, 158049) rose 2.97% and 2.84% respectively. On the losing side, the battery ETF (159796) led losses at 3.47%, followed by the new energy ETF (516270) and another battery ETF (560910) down 3.4% and 3.39% respectively.

Eastmoney 7×24

What’s the signal? Amazon spends billions to “lock in” Nvidia GPUs, but warehouses sit idle due to power shortages!

2026/10/21 11:42:00

Against the backdrop of imbalance between supply and demand for AI computing power, global cloud giant Amazon recently adjusted its hardware procurement rules, sacrificing short-term financial performance to spend billions to lock in scarce Nvidia GPU resources in advance to cope with industry competition in the AI and cloud service sectors. However, limited by the current power supply gap in data centers, some of its purchased GPU systems cannot be deployed in time and remain idle in warehouses.

ChiNext Index falls 1.07%, data right confirmation concept outperforms

2026/10/21 11:35:41

[A-share Market Brief] A-share trends diverged on the day: the Shanghai Composite Index and Shenzhen Component Index both closed down 0.31%, the ChiNext Index fell 1.07%, while the Science and Technology Innovation Composite Index rose 0.41% against the trend. In terms of sectors, the data right confirmation concept led gains, while communications, breeding, media, and innovative drug sectors performed actively; the entire battery chain fell, with heavyweight stock CATL falling more than 10%, and education, automotive, banking, wind power equipment, and liquor sectors also moved lower.

Shanghai Composite Index falls 0.31%, DRG/DIP concept leads gains, battery sector underperforms

2026/10/21 11:30:36

Half-day A-share market performance: all three major indices closed lower: the Shanghai Composite Index and Shenzhen Component Index both fell 0.31% to 3723.95 points and 11764.97 points respectively, the ChiNext Index fell 1.07% to 2709.96 points, and the total half-day turnover of the two markets was 939.3 billion yuan. 2,859 stocks rose across the market, 2,475 fell, and 44 stocks hit the daily limit. In terms of sectors, DRG/DIP, state-owned cloud and other concepts led gains, while battery, lithium ore, passenger car and other sectors led losses.

ChiNext Index falls below 2700 points

2026/10/21 11:28:14

A-share market anomaly summary: The underlying asset involved is the ChiNext Index. Core event: The index traded lower intraday, falling below the 2700 point integer mark, with an intraday decline of 1.4% as of the observation time. This break below the integer level reflects the overall pressure on ChiNext heavyweight growth stocks at present, and the market’s short-term risk aversion sentiment has risen somewhat. The subsequent trend of the growth sector needs further verification from fundamental and liquidity signals.

Goodbye! Credit card MMS statements and paper statements

2026/10/21 11:26:36

The underlying asset involved is China Construction Bank’s Long Card credit card service. Recently, CCB issued an announcement that due to the gradual phasing out of MMS services by domestic operators, it will stop providing Long Card credit card MMS statement services from November 30, 2026. Combined with the previously phased-out paper statements, traditional reconciliation channels will be fully discontinued, and subsequent credit card users of the bank will need to prioritize using electronic statement services such as email.

Only Education established Jiaxue Cultural Development Company in Shanghai

2026/10/21 11:25:18

According to information disclosed by Qichacha, recently, education and training operator Only Education indirectly established Shanghai Only Jiaxue Cultural Development Co., Ltd. as a wholly-owned subsidiary in Shanghai. The company’s business scope covers education and teaching testing and evaluation activities, non-residential real estate leasing, after-school care services for kindergartens and primary and secondary school students, etc., covering three directions: education and training supporting services, after-school care, and commercial leasing.

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