[Morning News Selection on October 23] 1. Yesterday, many fund companies such as E Fund, China Asset Management, Wells Fargo Fund, China Universal Fund successively announced that they would subscribe to their active ETFs with 200 million yuan of inherent funds. Previously, Morgan Fund took the lead in announcing a self-purchase plan of up to 500 million yuan. So far, in the first batch of active ETF fundraising, the five fund companies have planned to purchase a total of 1.3 billion yuan. 2. It is reported on the Internet that "some leading AI stocks have experienced large-scale forced liquidation, causing a chain reaction." The reporter learned that yesterday there was no chain liquidation phenomenon reported online among the leading AI stocks in the Shenzhen Stock Exchange. Only a few stocks were liquidated in small amounts, and the relevant rumors were false information. 3. The National Development and Reform Commission announced a new version of the "Outbound Investment Management Measures" on October 22 to better ensure the development and safety of overseas investment in terms of system. There are 76 management measures in total, divided into six chapters: general provisions, foreign investment guidance and services, foreign investment supervision, foreign investment protection, legal responsibilities, and supplementary provisions. 4. Xia Linmao, member of the Standing Committee of the Beijing Municipal Party Committee and deputy mayor, is suspected of serious violations of discipline and law and is currently undergoing disciplinary review and supervisory investigation by the Central Commission for Discipline Inspection and the National Supervisory Commission. 5. The reporter learned from the press conference on the theme of "Getting Started with the '15th Five-Year Plan'" held by the State Council Information Office that during the "14th Five-Year Plan" period, China's two-way investment remained at the forefront of the world, absorbing foreign direct investment totaling more than 750 billion US dollars in the past five years. 6. DeepSeek, a large model company, plans to raise approximately 100 billion yuan in the latest round of financing. The funds will continue to be used for model training, computing power construction and talent recruitment. 7. Company news: ① Zhongji InnoLight: sufficient capacity utilization and stable supply chain. ②Oscon: Net profit in the third quarter increased by 329% year-on-year and 470% month-on-month. ③Changdian Technology: Plans to increase investment plan for 2026 to 18.2 billion yuan. ④China Telecom: Net profit in the third quarter fell 14.65% year-on-year. ⑤ Xingyun Technology: Q3 net profit increased by 655% month-on-month. The server trading business has achieved large-scale delivery since August. ⑥Honghe Technology: Net profit in the third quarter increased by 608% year-on-year and 52% month-on-month. ⑦ Huazheng New Materials: Net profit in the third quarter increased by 3045% year-on-year. ⑧The Shanghai Stock Exchange issued a regulatory work letter regarding the stock price fluctuations of Daye Shares, involving listed companies. ⑨Tianfu Communications released an announcement on the investor relations activity record sheet. There has been no significant change in the pace of CPO/NPO production increases recently. The relevant import and export policies currently released do not restrict optical device products and do not affect the company's business. 8. Russian President Vladimir Putin said on the evening of the 22nd local time that Russia and the United States had reached an agreement to restart trilateral talks. The goal of the three-way talks is to discuss how to ensure the security of Russia and Ukraine when a peace deal is finally reached, rather than just a brief cease-fire. 9. Nvidia CEO Jensen Huang said on Thursday that the market’s demand for “new cloud” computing power is extremely strong, but capital shortages are restricting the growth of this industry. 10. Musk said that humanoid robots will become the world's largest industry, and the Optimus robot is expected to be delivered to the outside world by the end of next year. 11. Musk said that his Terafab self-developed chip factory project is progressing rapidly, with the goal of achieving large-scale mass production of some practical chips in the third quarter of 2028. 12. SK Hynix issued an announcement stating that its overseas subsidiary Solidigm had previously considered expanding production capacity and enhancing competitiveness through various financing options. However, taking into account factors such as the capital market environment, it decided to stop promoting Pre-IPO and initial public offering (IPO) plans. It was previously reported that Solidigm plans to carry out Pre-IPO financing with a scale of 5 trillion won. 13. OpenAI officially opens the decision-making API. The decision-making API input is priced at US$0.10 per million Tokens, and the cache input is priced at US$0.01 per million word Tokens. 14. OpenAI is reported to be about to complete a round of financing of up to US$30 billion led by UAE investors, with a pre-money valuation of US$1.25 trillion. 15. Nvidia launched Minerva, an AI operation and maintenance platform, which aims to detect faults in advance, improve GPU running time and improve AI factory output efficiency by integrating infrastructure and AI workload telemetry data. 16. SpaceX plans to gain access to at least 80,000 cellular base stations in the United States, and is currently advancing relevant negotiations with at least one leading communications infrastructure company. 17. Micron Technology stated that after more than 20 years of evaluation, the 4F² architecture is “not currently on the roadmap.” It plans to continue expanding its 6F² architecture while developing 3D DRAM as a long-term alternative. Micron says DRAM bit density depends primarily on capacitor pitch, not just cell architecture. 18. SK Hynix is ​​promoting the new generation of iHBM technology towards the mass production stage. This technology will be applied to next-generation products such as HBM5, reducing the thermal resistance of HBM by more than 30%. 19. Meta disclosed that as of September 30, the company had conditional cloud computing capacity purchase obligations, with the purchase amount reaching a maximum of US$14.72 billion in the next five years. Meta's future spending commitments surged to $825 billion. 20. Anthropic announced the launch of AI agent Claude Duet. Duet is built based on the Opus 5.5 model and is available on iOS and Android as a standalone application. The computer can be accessed through the claude.ai web page. 21. Western Digital’s first fiscal quarter net revenue was US$4.38 billion, a year-on-year increase of 55%; adjusted earnings per share were US$4.64, compared with market expectations of US$4.10. 22. U.S. Treasury bond futures yields continued to fall, with the U.S. five-year Treasury bond yield falling 15 basis points to 4.8%; the 30-year Treasury bond yield falling 10 basis points to 5.30%. 23. U.S. stocks had mixed trends on Thursday, with the Dow Jones Industrial Average closing up 0.02%, the Nasdaq Composite Index falling 2.6%, and the S&P 500 Index falling 1.21%. Popular technology stocks fell one after another. The Philadelphia Semiconductor Index closed down 6.72%, Lam Group fell more than 11%, SpaceX and Kelei fell more than 9%, and SanDisk, SK Hynix, Intel, and AMD fell more than 8%. 24. The settlement price of WTI crude oil futures was US$99.47/barrel, an increase of US$2.32, or 2.39%. Brent crude oil futures settled at $113.17 per barrel, up $4.35, or 4%. 25. COMEX gold futures closed down 2.66% at US$4,039.8 per ounce; COMEX silver futures fell by 5.34% at US$54.63 per ounce.