A · Important
[Morning News Selection on October 16th]
1. According to the spokesperson of the Ministry of Foreign Affairs, Li Qiang will visit Uzbekistan and Tajikistan, attend the 25th meeting of the Council of Heads of Government (Prime Ministers) of the Shanghai Cooperation Organization member states, and go to Russia to hold the 31st regular meeting between the prime ministers of China and Russia.
2. When attending the G20 Finance Ministers and Central Bank Governors Meeting, Pan Gongsheng said that the People's Bank of China will continue to implement moderately loose monetary policies to create a good monetary and financial environment for China's stable economic growth and the smooth operation of financial markets.
3. When attending the meeting of G20 finance ministers and central bank governors, Lan Fo'an stated that more proactive fiscal policies will be implemented accurately and effectively to promote the continued development of the economy in a new and better direction and inject confidence and certainty into the world economy.
4. In response to the recent significant increase in the interest in long-term government bond yield trading, some securities firms and banks have received reminders from regulatory authorities, requiring relevant institutions to strengthen bond investment risk management.
5. The Sichuan Communications Administration issued the “15th Five-Year Plan for the Development of Information and Communications Industry in Sichuan Province”. The "Plan" proposes that by 2030, a key information infrastructure backup base serving the national strategic hinterland, an information and communication highland leading the digital and intelligent development of the western region, and a nationally influential network province will be built.
6. In response to the "breakage problem of the Zunjie V800 car brake pedal bracket" reported on the Internet, the Ministry of Industry and Information Technology and other three departments set up a joint investigation team to conduct verification and handle it in accordance with laws and regulations. The relevant situation will be announced in time.
7. Tuojing Technology announced that the chairman proposed to repurchase shares of 200 million to 300 million yuan; Pengding Holdings announced that the chairman proposed to repurchase shares of 300 million to 500 million yuan; Baiwei Storage announced that the controlling shareholder proposed to repurchase A shares of 200 million to 250 million yuan to cancel and reduce registered capital; Tianfu Communications announced that the controlling shareholder proposed to repurchase A shares of 100 million to 150 million yuan; Xinyi Sheng announced that the controlling shareholder proposed to repurchase A shares of 800 million to 1 billion yuan.
8. Shanghai Electric Co., Ltd. announced that the controlling shareholder proposed a cash dividend of no less than 2.2 billion yuan in 2026.
9. Zhongke Sugon announced that its net profit in the first three quarters increased by 78.48% year-on-year; Ganfeng Lithium announced that its net profit in the first three quarters increased by 19,541% year-on-year; Han's CNC announced that its net profit in the first three quarters increased by 214% year-on-year.
10. Shennan Circuit announced that its net profit in the first three quarters is expected to increase by 74%-78% year-on-year; Guangxun Technology announced that its net profit in the first three quarters is expected to increase by 65%-82% year-on-year; Haiguang Information announced that its net profit in the first three quarters is expected to increase by 38%-52% year-on-year; Rockchip Weibo announced that its net profit in the first three quarters is expected to increase by 68%-73% year-on-year; Longsys announced that its net profit in the first three quarters is expected to increase by 1865%-1991% year-on-year; Fudan Microelectronics announced that its net profit in the first three quarters is expected to increase by 188%-248% year-on-year.
11. CICC Gold announced that its net profit in the first three quarters is expected to increase by 50%-58% year-on-year; Han's Laser announced that its net profit in the first three quarters is expected to increase by 145%-157% year-on-year; Muxi Shares announced that its net profit in the first three quarters is expected to be 5.8% 700 million to 717 million yuan, turning a loss into a profit year-on-year; Guangku Technology announced that its net profit in the first three quarters is expected to increase by 142%-162% year-on-year; Hengyi Petrochemical announced that its net profit in the first three quarters is expected to increase by 3319%-3405% year-on-year.
12. Fed Hammaker said that if public inflation expectations deteriorate, the Fed may need to take more aggressive actions to respond.
13. The U.S. PPI in September increased by 6.3% year-on-year, and was estimated to be 5.3%; it increased by 1.3% month-on-month, and was estimated to be 0.6%.
14. Israeli officials said that the United States and Israel are consulting on a plan to attack Iran.
15. The U.S. Central Command stated that Iran’s Islamic Revolutionary Guard Corps’ statement that it controls the Strait of Hormuz is untrue. The United States and its regional partners still control the relevant waters and commercial ships continue to pass through.
16. Russian President Vladimir Putin stated that Russia will respond to attacks launched by Ukraine on Russian oil refineries and other logistics and energy facilities.
17. Cook said that the Apple smart phone and related Alibaba Qianwen large model have indeed been approved and will release a test version later in October; but Siri AI is not included.
18. Google Quantum Artificial Intelligence released a major breakthrough in quantum computing, and the Willow chip project broke through key resource bottlenecks.
19. Meta released the open weight model Muse Spark Open and cooperated with Apple to promote this model to run locally on Mac computers.
20. Some investors attending Anthropic’s investor day event on Wednesday discussed a valuation of about $1.5 trillion, people familiar with the matter reported.
21. TSMC expects the company’s fourth-quarter sales to be US$52.3 billion to US$54.3 billion; the demand for CPUs for AI robots is growing, and the demand still far exceeds the current supply capacity.
22. The three major U.S. stock indexes collectively closed higher. The Dow rose 1.08%, the Nasdaq rose 0.08%, and the S&P 500 rose 0.33%. The Philadelphia Semiconductor Index once fell more than 4% and finally closed down 0.88%, marking the seventh consecutive day of decline. The Storage Concept Index opened lower and closed higher.
23. The settlement price of WTI crude oil futures rose 3.03%, and the settlement price of Brent crude oil futures fell 0.13%; COMEX gold futures closed up 2.06%, and COMEX silver futures rose 3.09%.
Comments