A · Important
[Selected evening news on September 22]
1. During his investigation in Shanghai, Li Qiang emphasized that we should accelerate the cultivation and expansion of emerging industries and future industries, and continue to expand and strengthen advanced manufacturing.
2. Alibaba stated that it will fully invest in the construction of AI infrastructure, with the goal of exceeding 20GW of global data centers operated by Alibaba Cloud by 2032.
3. The media under the Ministry of Industry and Information Technology issued an article saying that the "de-Ningdeization" argument is inappropriate. It is normal market behavior for car companies to adjust their supply chains, add suppliers, and deploy self-research.
4. Meta’s consumer-grade AI smartphone Muse, launched in early September, has topped the list of free iPhone app downloads in the United States for three consecutive days since reaching the top last week, triggering the market’s optimistic expectations for CPU demand brought about by the popularity of smartphones.
5. Saudi Arabia has restarted its east-west oil pipeline and is preparing to resume crude oil exports from Yanbu Port later on Tuesday, trade sources said.
6. Senior Iranian officials said that Iran can reopen the Strait of Hormuz within 7 days if the United States reduces military pressure and lifts the naval blockade on Iran.
7. Company news: ① Xingyun Technology: Signed a 453 million yuan computing power service procurement contract. ② Baiwei Storage: It plans to invest 4.5 billion yuan to build the third phase of the wafer-level advanced packaging and testing manufacturing project. ③CICC: 7.3219 million A-shares have effectively declared objections to the stock-swap merger and merger, and trading will resume tomorrow. ④Sichuan University Zhisheng: A case was filed by the China Securities Regulatory Commission for suspected violations of information disclosure laws and regulations.
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