A · Important
[September 24 morning news selection]
1. On the afternoon of September 23, local time, President Xi Jinping arrived in Washington by special plane and paid a state visit to the United States at the invitation of US President Trump. When Xi Jinping and his wife Peng Liyuan arrived at Andrews Air Force Base in Washington, they were warmly welcomed by Trump and his wife Melania.
2. The central bank announced that overnight reverse repurchase operations will be carried out from September 28 to October 8, with the daily operation volume not exceeding 1,000 billion yuan; MLF operations of 800 billion yuan will be carried out on September 24, with a term of one year.
3. Yu Xiaohui, Vice Minister of the Ministry of Industry and Information Technology, said that it is necessary to adhere to application-driven, moderately advanced, and systematic promotion of the construction of new generation communication networks, promote the evolution of broadband networks to dual 10G, promote the construction of low-orbit satellite Internet systems, coordinate and optimize the layout of international sea and land networks, promote the expansion and improvement of computing power facilities, strengthen computing network collaboration and computing power interconnection, and better support the construction of integrated computing power networks.
4. The 2026 National Symposium on Green and Low-Carbon Development of Industry and Information Technology was held on September 23 in Yichang City, Hubei Province. The meeting emphasized the need to accelerate the carbon peaking action in the industrial sector and enhance the industry's green value creation capabilities, green equipment product supply capabilities, green and low-carbon technological innovation capabilities, and intelligent and green integrated development capabilities.
5. Sources in the supply chain revealed that TSMC has decided to adjust the price of Wafer Out according to different processes starting from January 2027, with an increase of about 3%-6%.
6. Huaqin Technology stated on the interactive platform that the super node product Q3 has begun to enter the high-speed growth stage of rapid volume increase, and Q4 will continue to increase volume.
7. Unilever issued an announcement on abnormal stock trading fluctuations. The company's vector network analyzer frequency coverage range is up to 9GHz, and it does not yet have the testing capabilities required to report the application scenario.
8. Sidik announced that it plans to invest 1.652 billion yuan in the construction of a high-end functional BOPET base film expansion project with an annual output of 103,000 tons, and large-scale production of MLCC release film base films and other products.
9. Hangyang Co., Ltd. announced that it plans to invest 50 million yuan to participate in the investment of Star Ring Energy Concentration, which can substantially participate in the field of controllable nuclear fusion.
10. Yibo Technology announced that it plans to build the second phase of the Zhuhai board factory project with no more than 800 million yuan, focusing on the medium and large-volume production of mid-to-high-end PCB products.
11. Xingyun Technology announced that its wholly-owned subsidiary signed an 872 million yuan intelligent computing resource leasing service contract.
12. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 1.13%, the S&P 500 falling 0.75%, and the Dow Jones Industrial Average falling 0.68%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 0.59%.
13. "Big Short" Michael Burry recently published a post on the Substack platform and disclosed that he has increased his short positions on memory chip giant Micron Technology, cloud computing service provider Nebius, iShares Semiconductor ETF and data analysis agency Palantir, and emphasized that this operation is "quite large."
14. Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, said that as long as Iran’s conditions are not met, the Strait of Hormuz will not be reopened and no negotiations will take place.
15. After the release of the US PMI data, the market expected that the probability of the Federal Reserve raising interest rates by at least 25 basis points at the October meeting rose to about 75%, from about 53% before the data was released.
16. Musk pointed out in an exclusive interview that the number of humanoid robots in the world may reach 10 billion in the next 15 years and 100 billion in the next 20 years.
17. SpaceX is reported to have stopped accepting reservations for Falcon 9 rockets after 2028. With the Falcon 9 withdrawing from the market, rocket launch capacity may be in short supply before 2030.
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