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10月21日【盘前】老胡回本卖了；降准降息、增持回购再贷款、互换便利；科技：人生能有几回搏；科技并购+国企回购再贷款；全国统一大市场；化债；量化巨头宣布放弃对冲策略公司大事：宁德时代；科大讯飞；阳光电源收购泰禾智能【数据要素；北交所；并购重组案例；自动驾驶；国产算力；英伟达GB200（麦格米特）】
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