A · Important
[Selected evening news on September 11]
1. This week’s State Council meeting: further improve the computing infrastructure, strengthen the monitoring and dispatching of computing resources and the construction of backbone optical fiber networks.
2. The "Digital Rural High-Quality Development Action Plan (2026-2030)" was issued to make breakthroughs in key core technologies such as agricultural sensors and special chips, core algorithms, robots, and intelligent design breeding tools.
technique.
3. The U.S. core CPI increased by 0.3% month-on-month in August, higher than market expectations; traders predict that the probability of the Federal Reserve raising interest rates next week is about 90%, and the Federal Reserve will raise interest rates twice before the end of the year.
4. Burry, a well-known short seller on Wall Street, closed his December expiration put options on Nvidia and Palantir, and also reduced his long positions in stocks such as Lululemon.
5. This week, many insiders at OpenAI and Anthropic warned that the rapid development of AI is risky; Trump refuted the doomsday theory of AI and said that he was only worried that it would not develop fast enough.
6. Company news: ①Inspur Information: It is planned to raise no more than 9 billion yuan in additional capital to invest in AI infrastructure and other projects. ② CATL: Today it repurchased 604,300 A-shares of the company for the first time, with a transaction value of approximately 200 million yuan. ③ BOC Securities: dismissed Wang Wei from his position as senior account manager. ④Longban Media: The suspension verification work has been completed and trading will resume from September 14th. ⑤ Hongchang Electronics: It plans to raise no more than 1.8 billion yuan in additional capital to invest in high-end copper-clad laminate and other projects. ⑥Sungrow Power: Prices of photovoltaic inverters, energy storage converters and energy storage systems will be increased by 5%-15%. ⑦ Shi Shunhua, the former vice president of China Merchants Bank, was investigated.
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