重要新闻
1. 中国央行连续第23个月增持黄金。
2. 中国人民银行：将于10月8日开展1.2万亿元买断式逆回购操作。
3. 蓝佛安：要研究制定针对性强的增量政策，更加注重扩大国内有效需求。
4. 国家外汇管理局：截至2026年9月末，我国外汇储备规模为34003亿美元。
个股新闻
1. 粤芯半导体：网上投资者放弃认购46.9万股。
2. 华海药业：预计前三季度净利润同比增长170%-190%。
3. 飞龙股份：前三季度净利润同比预降59.2%-66.87%，现阶段非车领域业务收入占整体营收比例较低。
4. 江淮汽车：与华为、Stellantis三方确有沟洽合作意向，但合作内容、合作形式等均未确定。
5. 致尚科技：签订5亿美金光纤连接器(MPO光纤跳线等光通信产品)需求预测合作备忘录。
6. 寒武纪：离职高管梁军变更诉讼请求，索赔278.32亿元。
7. 伯特利：第三季度EMB出货量明显增长，悬架产品预计今年下半年实现量产。
8. 奥尼电子：奥尼智能签署18.21亿元采购合同。
9. 江瀚新材：6N级四氯化硅主要用于生产光纤预制棒，已与意向客户进行了深入交流。
10. 华汇智能：研磨系统目前在手订单充足，核心产品产能处于满负荷状态。(Historical earnings: For the latest disclosed quarter (2026Q3, period ended 2026-05-28), Micron Technology reported basic EPS of 41.97, diluted EPS of 41.4, and net income of USD 47.268 billion. In the prior-year comparable quarter (period ended 2025-05-29), basic EPS was 4.79, diluted EPS was 4.75, and net income was USD 5.338 billion. For 2026Q2 (period ended 2026-02-26), basic EPS was 16.91, diluted EPS was 16.68, and net income was USD 19.025 billion; the prior-year comparable quarter (period ended 2025-02-27) had basic EPS of 3.1, diluted EPS of 3.08, and net income of USD 3.453 billion. Consensus expectations: The next upcoming consensus is for 2026Q4, with an EPS estimate of 32.5625 and no revenue estimate available.)