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10月15日【盘前】强预期，弱现实；鸿蒙；化债；A500ETF上市；M1不好，M2超预期（证券保证金）；出口数据差；3年6万亿特别国债；行业追踪：银行、地产、红利、军工、消费电子业绩：浪潮信息、北方华创、大北农【半导体；华为鸿蒙：安卓SoC；化债；GB200；天然气；墨脱水电站；并购重组】
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