A · Important
[Selected evening news on September 17]
1. The Ministry of Commerce stated that the Sino-US economic and trade teams are maintaining close communication on tax reduction and other issues.
2. Shanghai: Fund companies are not allowed to cooperate with other organizations or individuals other than third-party Internet platforms, including “Internet Vs”, to carry out online marketing of financial products.
3. Nvidia CEO Jensen Huang said that artificial intelligence security is crucial; Nvidia’s chip sales next year will double this year’s.
4. Goldman Sachs raised the average annual compound growth rate of electricity demand in the United States from 3.2% to 3.5% by 2030; it is expected that data center power demand in 2030 will increase by about 170% compared with 2025, while the forecast in March this year was only about 117%.
5. Cloud computing service provider Nebius announced that NVIDIA B300 will increase from US$7.85 to US$9.50/GPU hour starting from October 1, an increase of approximately 21%.
6. Huawei Wang Tao announced that the research and development progress of the Ascend 960 chip has exceeded expectations and doubled the performance; the Ascend 960DT will be launched in Q1 2027, three quarters ahead of the original plan.
7. Company news: ① Ankai Bus, 2 boards in 4 days: The second largest shareholder, Anhui Investment Group, plans to reduce its shareholding by no more than 0.85%. ② China Jushi: Zhenshi Group, the second largest shareholder, reduced its holdings by 28.33 million shares from September 15 to 17. ③Hengrui Medicine: Today it repurchased 335,000 A shares for the first time and paid 14.5036 million yuan. ④ Ningde Times plans to build a new 40,000-ton annual lithium carbonate production capacity in Ya'an at a cost of 1.4 billion yuan. ⑤ The Wenjie brand will be "exclusively franchised", and Huawei dealers can choose whether to operate it.
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