A · Important
[September 8 morning news selection] 1. The Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It is mentioned that by 2030, the cumulative investment in information infrastructure will be 3.8 trillion yuan, and the scale of intelligent computing power will reach 9800EFLOPS. Accelerate the construction of a national integrated computing power network, orderly deploy intelligent computing clusters of 10,000 cards, 100,000 cards and above, deploy inference computing power facilities on demand according to scenarios, and increase efforts to adapt to domestic computing power chips; promote the construction of computing power transmission channels, deploy 400G and above high-speed transmission technology, build optical fiber direct links, and promote the sinking of 100G optical network equipment. 2. On September 7, Huawei released the high-performance chip Kirin 9050 Pro again after six years. It is the world's first flagship chip that implements "Tao's Law" and uses logic folding technology. 3. Goldman Sachs significantly increased its industry forecast in the latest global optical module report. It is expected that the global optical module market will reach approximately US$67.7 billion, US$131.4 billion, and US$148.5 billion from 2026 to 2028, respectively, which is an increase of 33%, 81%, and 115% from the previous forecast. 4. According to central bank data, China’s gold reserves rose to 76.73 million ounces at the end of August, expanding gold reserves for 22 consecutive months. 5. The Operations Bureau of the National Development and Reform Commission has recently organized and arranged to increase the scale of Xinjiang coal exports to play the role of Xinjiang coal in ensuring the national coal supply. 6. The Ministry of Commerce announced the preliminary ruling on the anti-dumping investigation of imported dichlorosilane originating in Japan. It initially determined that the imported products under investigation originating in Japan were dumped and implemented temporary anti-dumping measures in the form of a deposit. 7. On September 7, the Intermediate People's Court of Weifang City, Shandong Province publicly pronounced the first instance verdict on the bribery case of Wang Jianjun, former member of the Party Committee and Vice Chairman of the China Securities Regulatory Commission, and sentenced the defendant Wang Jianjun to life imprisonment for accepting bribes. 8. Xinhua Media announced that the company plans to purchase the controlling stake of Shanghai Interface Technology Co., Ltd. by issuing shares, which is expected to constitute a major asset reorganization and does not constitute a reorganization and listing. The counterparty to the transaction was initially determined to be Shanghai Media Group Cultural New Media Investment Management Co., Ltd., a wholly-owned subsidiary of the controlling shareholder Shanghai Media Group, and other entities. The company's shares have been suspended from trading on September 7. 9. CICC announced that the merger of Dongxing Securities and Cinda Securities has been approved by the China Securities Regulatory Commission and will be suspended from September 15. Cinda Securities announced that A-share stocks have been suspended from trading since the market opened on September 15 until the listing is terminated. Dongxing Securities announced that trading of A-share stocks will be suspended continuously from the opening of the market on September 15 until the listing is terminated. 10. 20CM daily limit Taijin New Energy: The strategic cooperation agreement signed with CATL is a framework and intention document, and no specific transaction amount has been agreed upon. 11. Yakang Co., Ltd. announced that its subsidiary company signed a 1.188 billion yuan "High-Performance Computing Cloud Service Agreement." 12. ST Wenfeng announced that the second instance verdict in the case of Xu Xiang and Xu Changjiang’s liability for manipulating the securities market changed the verdict in some cases to make Xu Xiang personally liable for compensation. 13. Golden Orange announced that the planned purchase of a controlling stake in Zhibotek is expected to constitute a major asset reorganization, and the stock will be suspended from trading today. Changyuan Donggu announced that it plans to purchase 100% equity of Kanghao Electromechanical and raise supporting funds, with a transaction price of 5.01 billion yuan. Jinzhong Shares announced that the controlling shareholder and actual controller plan to transfer 19.50% of the shares to NIO Capital through agreement. 14. Xingyun Technology announced that the person who spread the rumor that the computing power card was stuck in the customs market has been administratively punished. 15. Suiyuan Technology announced that online investors gave up subscribing for 16,874 shares. 16. Suntech Communications announced that the fourth largest shareholder, the National Fund, reduced its holdings by 7.0747 million shares from June 8 to September 7. The reduction plan has ended and the remaining 3.1753 million shares have not been reduced. 17. Due to the Labor Day holiday in the United States, the U.S. stock market will be closed for one day. Dow Jones Index futures ended up down 0.62%, S&P 500 stock index futures fell 0.17%, and Nasdaq 100 stock index futures rose 0.13%. 18. Most international precious metal futures closed higher on Monday, with LME copper futures hitting a record high and finally closing up $94 at $14,510/ton; LME aluminum futures closed up $18 at $3,312/ton; LME zinc futures closed up $38 at $3,984/ton. 19. U.S. President Trump intensively published a series of posts containing AI-generated images on the media platform Truth Social, including claims that he has earned hundreds of billions of dollars for the United States through stock and other asset positions. 20. Canada will impose tariffs of 15% to 50% on hundreds of U.S. goods on Tuesday. Trump threatens to ban the sale of Bombardier aircraft, and the trade war between the two countries faces the risk of further escalation. 21. The exchange rate of the yen against the US dollar rose to its strongest level since February, surpassing the previous high reached after the United States and Japan jointly intervened in the foreign exchange market. Traders believe that rising above the key resistance level of 155 will promote further strengthening of the yen. 22. Deutsche Bank strategists warned that the market is underestimating the extent of interest rate hikes required by the Federal Reserve and the European Central Bank to curb inflation. Societe Generale believes that the 10-year U.S. Treasury yield reaching 5.5% will be the critical point when the stock market begins to be affected. 23. The chief scientist of OpenAI predicts that AI may soon enter a stage of self-evolution and calls on the industry to actively slow down the development speed before establishing common safety guardrails. 24. Iran said it was about to reach an agreement with Oman on shipping management in the Strait of Hormuz. 25. When European Commission President von der Leyen visited Nuuk, the capital of Greenland, she announced that the EU would invest 200 million euros in Greenland to develop key minerals, renewable energy and satellite communications.
🕐 2026-09-08 08:17

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