B[NATO plans to use drones and AI to respond to "possible Russian attacks"] On October 6, Bloomberg disclosed a non-confidential document from NATO on the 5th. The document showed that NATO's top military commander is formulating a strategy called "Victory Theory", aiming to use emerging technologies such as artificial intelligence to quickly repel "possible Russian attacks on NATO's eastern flank." According to reports, NATO’s strategic plan was announced in Poland on October 12 by Glinkewicz, NATO’s Supreme Allied Commander Europe and Commander-in-Chief of the U.S. Army European Command. According to people familiar with the matter, the document aims to clarify how NATO will respond to possible territorial invasions, focusing on integrating new technologies such as drones and artificial intelligence with traditional military power; while showing NATO member states the specific military needs behind increased defense spending. According to this strategic concept, if it is attacked, NATO will first use the army deployed on the east flank, low-cost drones and minimum manned operating systems, as well as artificial intelligence-assisted target locking and other technologies to prevent the opponent from advancing. Once freedom of action is achieved, NATO will seek to further attack the adversary's command and control systems, with the goal of rapidly and overwhelmingly defeating the attacking force. (CCTV News) B[Beijing, Tianjin and Hebei will accelerate the construction of a world-class intelligent networked new energy vehicle advanced manufacturing cluster] "Science and Technology Innovation Board Daily" reported on the 28th that at the press conference of the 2026 World Intelligent Networked Vehicle Conference, Su Guobin, deputy director of the Beijing Municipal Economic and Information Technology Bureau, said that Beijing, Tianjin and Hebei will accelerate the construction of a world-class intelligent networked new energy vehicle advanced manufacturing cluster. In the next step, the three countries will focus on four aspects of work: first, focus on core technology research and breakthroughs in multi-sensor fusion sensing, model algorithms, solid-state batteries, automotive chips, operating systems, etc.; second, deepen the optimization of industrial ecology, expand the size of the vehicle, introduce key enterprises, and innovate whole-part collaboration; third, consolidate resource element guarantees and build a regional supply chain guarantee and parts testing and production base with high standards; fourth, strengthen product safety and quality. (Kechuangban Daily reporter Li Mingming) B[The world's first embodied intelligent robot equipped with a nationally produced electronic architecture was unveiled] September 28th, a press conference for the embodied intelligent robot with a domestically produced electronic architecture was held in Yichang, Hubei Province on September 28. The world's first embodied intelligent robot equipped with a domestically produced electronic architecture was officially unveiled. The electronic architecture is the "intelligent nervous system" that determines the upper limit of the overall machine's performance, including the operating system, network, tool software and AI computing chips. According to experts, if a robot is regarded as a "person", then the electronic architecture is its nervous system - no matter how carefully the brain thinks, without the nervous system, action cannot take place. According to reports, this domestically produced electronic architecture can realize the isolation and integration of control and AI intelligent computing, build a nationally produced technology base from AI decision-making to physical execution, and provide technical options that can completely replace foreign solutions. A[A list of U.S. stock market pre-market news: The 30-year U.S. bond yield hit a new high since 2004; Micron is investigated by the ITC; Google is about to release its flagship AI model Gemini 4] On September 24, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. All three major U.S. stock index futures fell across the board. Dow Jones futures fell 0.32%, S&P 500 futures fell 0.59%, and Nasdaq 100 futures fell 1.07%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 1.95% to US$93.961/barrel; Brent crude oil futures prices rose 1.91% to US$99.994/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 0.43% to US$4,268.67 per ounce; spot silver prices fell by 1.37% to US$63.54 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.12%, France's CAC40 index fell 0.20%, and Germany's DAX30 index fell 0.21%.
5. The yield on the 30-year U.S. Treasury bond rose to 5.435%, a new high since 2004; the yield on the 10-year Treasury bond rose to 5.14%, the highest level since 2007.
6. Williams, the "third leader" of the Federal Reserve and President of the New York Fed, said that inflation needs to be brought back to the target level in a timely manner, and it is reasonable to raise interest rates again before the end of this year.
7. The U.S. International Trade Commission (ITC) officially launched a Section 337 investigation into dynamic random access memory (DRAM) equipment and its downstream products and components (III). Micron Technology and others are listed as defendants.
8. Qualcomm announced the renewal of its global patent licensing agreement with Apple, effective April 1, 2027.
9. The head of Google’s DeepMind department said that Google will soon release its latest flagship model Gemini 4. Gemini 4 is in the early stages of its "post-training" development phase and is expected to be released "well before" the end of this year.
10. A user discovered the undisclosed design of the third-generation Optimus humanoid robot by unlocking the Tesla Android application package. The pictures show that the third-generation Optimus robot seems to be designed for factory assembly lines rather than laboratories.
11. Corning Incorporated announced that it will expand Polarcor™ glass polarizer production capacity to meet the growing demand for AI data centers and computing applications.
12. Meta released the handheld AI device Muse Charm, which is equipped with an approximately 2-inch OLED touch screen and a 5G modem. It is equipped with a new operating system specially designed for the Muse AI assistant. It is expected to be launched before December. B[Meta launches a handheld dedicated device to facilitate users to use Muse anytime, anywhere] On September 24th, MetaPlatforms Inc. released MuseCharm, a palm-sized device for using the company's artificial intelligence assistant Muse, equipped with a 2-inch display and a new operating system. The product was launched on stage by Meta's CEO. The device has features such as an OLED touch screen, 5G modem and camera, and can be navigated with the thumb, allowing users to customize and interact with virtual Muse characters. MuseCharm, which will be available in December and is expected to be priced about the same as a smartwatch, will allow users to access the Muse range without Wi-Fi and interact with other MuseCharm devices when nearby. The company initially planned to bring the device to market in 2027, but Zuckerberg pushed the team to bring it forward to 2026 and make it available for sale by the end of the year, according to people familiar with the matter. A[Selected midday news on September 15th]
1. As of midday closing, the Shanghai Stock Exchange Index fell 0.1%, the Shenzhen Component Index rose 0.04%, and the ChiNext Index fell 0.18%.
2. Hong Kong stocks closed at noon, with the Hang Seng Index down 0.23% and the Hang Seng Technology Index up 0.76%.
3. Data from the National Bureau of Statistics show that in August, the added value of industries above designated size actually increased by 5.2% year-on-year, and the growth rate accelerated by 0.7 percentage points from the previous month. From January to August, total retail sales of consumer goods increased by 1.1% year-on-year. From January to August, national fixed asset investment (excluding rural households) fell by 7.2% year-on-year.
In April and August, among 70 large and medium-sized cities, the sales price of commercial housing in first-tier cities increased month-on-month, the month-on-month decrease in second- and third-tier cities generally narrowed, and the year-on-year decrease in first-, second- and third-tier cities continued to narrow.
5. The Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned that the layout of new computing paradigms such as storage and computing integration, quantum computing, optical computing, brain-like computing, and space computing will be accelerated; the compatibility and adaptation of terminal-side large models, computing chips, storage chips, and operating systems will be strengthened to accelerate the in-depth integration of intelligence and terminal products. B[Two departments: Research on new architectures such as end-side intelligent computing chips, high-end storage chips, storage and computing integration] On September 15th, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry". It mentioned that we will tackle end-side intelligent computing chips and high-end storage chips, and develop new architectures such as near-memory computing and integrated storage and computing. Develop end-side operating systems and chip enabling software, and improve development environments such as development frameworks, operator libraries, and inference acceleration engines. Research and develop algorithm architecture and lightweight technology, develop agent technology, and study multi-model scheduling and multi-agent collaboration systems. Research and develop high-dynamic, high-real-time posture and motion control technology, and develop embodied intelligent algorithm libraries, action libraries, and knowledge libraries. B[Two departments: Strengthen the compatibility and adaptation of terminal-side large models, computing chips, storage chips, and operating systems to accelerate the deep integration of smart bodies and terminal products] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned that the foundation for artificial intelligence hardware should be consolidated. Support technological innovation and product iterative upgrades. Strengthen the collaboration between artificial intelligence chips and complete machine products, accelerate the development of cloud training equipment, develop end-side reasoning equipment and chips for embodied intelligence, autonomous driving and other fields, and consolidate and expand the application scale of artificial intelligence chips. Promote the preparation and implementation of the Computing High-speed Interconnect Bus Unified Protocol (CLink) series of specifications. Strengthen the adaptation of artificial intelligence chips to large models, databases, etc. Build relevant public service platforms and improve the artificial intelligence chip standard system. Continue to promote iterative upgrades of products such as artificial intelligence mobile phones, personal computers, smart glasses, audio-visual terminals, vehicle-mounted terminals, industrial terminals, and commercial terminals, broaden usage scenarios, and optimize product experience.
Strengthen research on key end-side technologies and promote the application and transformation of innovative results. Strengthen the compatibility and adaptation of end-side large models, computing chips, storage chips, and operating systems, and accelerate the in-depth integration of intelligent agents and terminal products. Establish an intelligent grading standard system and evaluation system for artificial intelligence terminals, and strengthen the implementation and promotion of standards. Accelerate the construction of the upstream and downstream ecosystem of the industrial chain and support the large-scale application of artificial intelligence terminals in key areas. B[Two departments: Promote the research and development and industrialization of the fifth generation reduced instruction set (RISC-V) to support the application of RISC-V chips in artificial intelligence, embedded systems and other fields] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned the promotion of software and hardware collaboration and breakthroughs in electronic system equipment. Build a safe, reliable, advanced and ubiquitous new generation information technology system, accelerate the advancement of hardware capabilities, and comprehensively improve the performance of electronic information product systems. Strengthen open source and collaborative construction, strengthen the deployment of open source Hongmeng and other domestic operating systems, create a computing-based artificial intelligence software and hardware full-stack ecosystem, and improve supporting software and hardware collaborative adaptation tools. Promote the research and development and industrialization of the fifth generation reduced instruction set (RISC-V) and support the application of RISC-V chips in artificial intelligence, embedded systems and other fields. Deepen the collaborative innovation of core molds and strengthen the collaborative design and optimization of algorithms and hardware architecture. Consolidate the competitive advantages of communication equipment and accelerate research on technologies and products such as high-end data communications, optical communications, mobile communications, satellite communications, and new generation wireless short-range communications.
Promote the intelligent upgrade of industrial control equipment and build an industrial computing system integrating computing, control, and sensing. Promote the high-end development and application of laser equipment and make breakthroughs in technologies such as high-performance lasers, ultra-precision laser processing, and precision optical-mechanical systems. Guide the digital, integrated, and intelligent development of radar equipment, and accelerate the application of emerging fields such as intelligent driving and low-altitude economy. Accelerate technological research on transfer equipment, improve the level of flexibility and intelligence, and expand applications to meet the needs of new generation intelligent manufacturing. B[Eight departments: Accelerate the creation of a batch of smart home software and hardware products and integrated solutions based on domestic open source operating systems] On September 14, eight departments including the Ministry of Commerce issued the "Action Plan for Promoting Smart Home Consumption". It is proposed to expand the supply of high-quality smart homes. In conjunction with promoting the cultivation and opening of digital home industry chain scenarios, manufacturers are encouraged to strengthen the research and development of smart home products, and support home stores, shopping malls, etc. in setting up smart home experience centers, whole-house smart and digital home model rooms. Accelerate the cultivation of a number of large-scale home decoration companies and platforms with honest operations and standardized services, launch personalized and diversified decoration packages, and vigorously develop customized, order-based, and reservation-based services. Accelerate the creation of a batch of smart home software and hardware products and integrated solutions based on domestic open source operating systems. BEight departments including the Ministry of Commerce issued the "Action Plan to Promote Smart Home Consumption", which pointed out that the supply of high-quality smart homes should be expanded, combined with the promotion of the cultivation and opening up of the entire digital home industry chain scenario, to encourage production companies to strengthen the research and development of smart home products, and to support the establishment of smart home experience centers, whole-house smart and digital home model rooms in home stores, shopping malls, etc. Accelerate the cultivation of a number of large-scale home decoration companies and platforms with honest operations and standardized services, launch personalized and diversified decoration packages, and vigorously develop customized, order-based, and reservation-based services. Accelerate the creation of a batch of smart home software and hardware products and integrated solutions based on domestic open source operating systems. A[Hubei: Focus on optical communications, high-end chips, Beidou high-precision positioning, etc. to carry out concentrated research and promote original innovations in cutting-edge directions such as artificial intelligence, embodied intelligence, quantum technology, brain-computer interface, 6G] On September 10, the Hubei Provincial People's Government issued the "15th Five-Year Plan for the Construction of Digital Hubei". The plan points out that research on key technologies in the field of digital intelligence will be strengthened. Carry out concentrated research around optical communications, high-end chips, Beidou high-precision positioning, communication, navigation and remote integration, Internet of Things, heterogeneous computing power scheduling, multi-modal artificial intelligence, and trusted data circulation, and promote original innovations in cutting-edge directions such as artificial intelligence, embodied intelligence, quantum technology, brain-computer interfaces, and 6G. Promote iterative optimization and lightweight adaptation of general large models, and build industry models focusing on industry, cultural tourism, water conservancy, emergency and other fields. Improve the level of independent and controllable security. Relying on the East Lake Science City, the Optics Valley Science and Technology Innovation Corridor, and the National Memory Base, we will carry out independent secure computing key technology research around storage and computing integration, computing power chips, operating systems, databases, middleware, etc., and strengthen the research and development of underlying technologies.
Promote the pilot application of autonomous security computing in government affairs, finance, energy, and key industries. Build an innovative ecosystem that deeply integrates industry, academia, and research. Build high-level scientific research platforms and talent bases around optoelectronic information, intelligent connected cars, 6G, quantum technology and other directions. Lay out a concept verification center in the field of digital intelligence and strive to create a national artificial intelligence application pilot base. Support the construction of an industry-education integration platform, accelerate the layout of disciplines such as embodied intelligence, data science and engineering, and support vocational colleges to strengthen the cultivation of digital skills talents. Innovate technology financial models and products, and guide social capital to invest in early digital intelligence technology projects. B[Beijing: Accelerate the construction of domestic advanced computing power iterative verification platform and improve the construction capacity of 100,000-card computing power cluster] On September 9, the Beijing Municipal People's Government issued the "Beijing Digital Economy Development Plan during the 15th Five-Year Plan Period". It pointed out that we will promote the full-stack independent innovation of intelligent computing infrastructure, strengthen the innovation of RISC-V intelligent computing instruction set, deepen the construction of FlagOS open source ecosystem, and lay out the LinkeeOS intelligent operating system. Accelerate the construction of domestic advanced computing power iterative verification platform, improve the construction capacity of 100,000-card computing power cluster, and accelerate the verification of domestic technology by relying on the Beijing-Tianjin-Hebei national hub node of the national integrated computing power network. Promote the deep integration of innovative software and hardware with artificial intelligence, promote the large-scale application of innovative products in key industries, and enhance the development level of national innovative parks. A[Ministry of Industry and Information Technology: Organize service providers to take the lead in forming "artificial intelligence application service groups" such as digital resonance, computing and computer collaboration] On August 31, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special action to cultivate artificial intelligence application service providers. It pointed out that the level of service supply should be improved. Organize service providers to take the lead in forming "artificial intelligence application service groups" such as modeling and mathematical resonance, computing and computer collaboration, and work with upstream and downstream units to create integrated solutions. Coordinate and make good use of innovation carriers such as national artificial intelligence application pilot bases and technology business incubators in the region to provide service providers with basic conditions such as technology research and development, testing and verification, and pilot maturity, accelerate solution innovation, and support the development and growth of service providers who are "specialized, specialized, and innovative." Support service providers to carry out targeted research on key technical problems such as software and hardware adaptation and multi-model collaboration. Service providers are encouraged to improve their integrated application capabilities for basic software and hardware products such as safe and reliable operating systems, databases, and artificial intelligence training and reasoning chips. Promptly push various artificial intelligence software and hardware product security risk information and risk events to service providers. Guide service providers to embed network security, data security, ethical governance, business compliance and other management requirements into the entire process of research and development, deployment, and application, changing passive responses to proactive prevention and control.
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