A · Important
[Morning News Selection on October 14th]
1. Shanghai issued the “15th Five-Year Plan for Energy Saving, Carbon Reduction and Circular Economy Development in Shanghai”. It is proposed that the installed capacity of new energy storage will reach 3 million kilowatts by 2030. Promote the agglomeration and expansion of new energy vehicles, new energy storage, smart grids, and high-efficiency energy-saving equipment industries.
2. Huawei Xu Songyu said that the next generation Kirin 2027 chip is also ready, and so far, all test results are in line with expectations.
3. Counterpoint reports that the DRAM market size for humanoid robot computing systems is expected to grow approximately 20 times in five years.
4. Deutsche Bank said that the era of super intelligence may usher in in 2030. Even if AGI fails to be realized, the AI industry may still create considerable economic returns.
5. AMD CEO Su Zifeng predicts that the CPU market size will achieve explosive growth in the next few years, driven by intelligent AI workloads.
6. Musk disclosed the Terafab chip factory plan to manufacture and test 10 chips every year.
7. The Hong Kong Securities and Futures Commission said it would take action against groups suspected of manipulating initial public offerings and suspend trading in Cha Baidao's shares.
8. Enjie Co., Ltd. announced that its net profit in the first three quarters is expected to be 1.54 billion yuan to 2.05 billion yuan year-on-year; China Tungsten High-tech announced that its net profit in the first three quarters is expected to increase by 219%-241% year-on-year; Fuchun Dyeing and Weaving announced that its net profit in the first three quarters is expected to increase by 1348%-1519% year-on-year; Salt Lake Co., Ltd. announced, Net profit in the first three quarters is expected to increase by 88%-92% year-on-year; Inspur Information announced that net profit in the first three quarters is expected to increase by 156%-177% year-on-year; Baoding Technology announced that net profit in the first three quarters is expected to increase by 537%-614% year-on-year; Xingsen Technology announced that net profit in the first three quarters is expected to increase by 204%-227% year-on-year.
9. Xingshuaier announced that it plans to acquire 100% of the shares of Fanyu Technology, and trading will resume from today; Luchang Technology announced that the controlling shareholder plans to change to Yuanzhuo Angel, and the stock will resume trading from today.
10. Zoomlion announced that it plans to sell its controlling stake in Luchang Technology for approximately 900 million yuan.
11. Fed Williams said that it is appropriate to raise interest rates again this year; it currently believes that there is no need to raise interest rates in 2027.
12. The US Central Command stated that the Strait of Hormuz is currently controlled by the US military and regional partners. The U.S. side also stated that the U.S. military assisted partners in the Gulf region to transport more than 19 million barrels of crude oil through the Strait of Hormuz the day before.
13. Israeli Prime Minister Netanyahu has had multiple phone calls with US President Trump recently to discuss the possibility of launching a large-scale joint military strike against Iran before the Israeli parliamentary elections on October 27 and the US mid-term elections on November 3.
14. Ukrainian President Zelensky said in a video speech that Ukraine has submitted a new round of meeting and consultation plan to the United States, proposing to hold talks in the next few days, and has submitted relevant proposals to relevant U.S. representatives.
15. The three major U.S. stock indexes collectively closed down. The Dow fell 0.35%, the Nasdaq fell 0.15%, and the S&P 500 fell 0.02%. Semiconductor equipment and materials, storage stocks, and precious metals fell. Applied Materials fell more than 6%, SpaceX fell more than 4%, and Micron Technology and SK Hynix fell more than 3%.
16. COMEX gold futures closed down 0.15%, and COMEX silver futures fell 1.85%. The settlement price of WTI crude oil futures rose 0.43%, and the settlement price of Brent crude oil futures fell 0.9%.
17. Google began to launch Gemini 4 Argon to Google AI subscribers. Gemini 4 Argon was launched at a preferential price of $2 per million input tokens and $10 per million output tokens.
18. The Meta platform is launching a series of AI-driven custom tools on Facebook. Users can use natural language to directly explain to the algorithm what they want to see in the information stream and Reels short videos.
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