A · Important
[Selected evening news on October 21st]
1. General Office of the CPC Central Committee and General Office of the State Council: Comprehensively implement the "Artificial Intelligence +" action to promote the all-round empowerment of artificial intelligence in thousands of industries; promote decisive breakthroughs in key core technologies such as integrated circuits, industrial motherboards, and high-end instruments.
2. The Shanghai Stock Exchange held the first batch of active ETF market mobilization meeting. The meeting aimed to promote the joint efforts of all parties in the market to ensure the smooth implementation of the first batch of active ETFs and guide medium and long-term funds to enter the market.
3. Jen-Hsun Huang’s GTC Berlin speech: AI factory deployment has been shortened to 14 days at the fastest, intelligent and physical AI are accelerating, and the computer industry is at the starting point of a new industrial revolution; the humanoid robot platform is expected to be launched in 2027.
4. The electronic components industry has entered a boom cycle. Samsung Electro-Mechanics' MLCC delivery time has increased to 52 weeks, and low-capacity and automotive MLCCs are also facing delivery delays.
5. Ukrainian President Zelensky expressed his willingness to reach a peace agreement on the basis of retaining at least 75% of territorial control.
6. Company news: ① Shanghai Stock Exchange: issued regulatory warning to Nanwei Software and relevant responsible persons. ② 4-connected board Dongan Power: It is not engaged in the flying car business and only matches the range extender for the flying car under development by its customers. ③Sanlian Runjian Co., Ltd.: The contract signing of the US$200 million Ciyuan cross-border service order has been completed. ④Wen's Co., Ltd.: Net loss in the first three quarters was 4.961 billion yuan, and the price of its main product, pigs, fell sharply. ⑤ Duan Yongping said he would continue to buy Bubble Mart. ⑥ Shijia Photonics: Net profit in the third quarter increased by 226% year-on-year. The data communication market is growing rapidly.
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