A[Selected evening news on August 31st]
1. Seven departments including the Ministry of Commerce issued implementation opinions on promoting the expansion and upgrading of commodity consumption. By 2030, the total retail sales of consumer goods will reach about 60 trillion yuan. The retail sales of trillion-level categories such as automobiles, home appliances, communication equipment, textiles and clothing, etc. continue to grow.
2. The Ministry of Industry and Information Technology has launched a special campaign to cultivate artificial intelligence application service providers, exploring models such as first purchase, first use, and risk compensation to increase the procurement of services such as large models, agents, and tokens.
3. Artificial intelligence developers are increasingly using Mac mini and Mac Studio to train artificial intelligence models or run artificial intelligence agents, and OpenAI and Anthropic have also joined in purchasing such equipment.
4. TSMC stated that the underlying architecture of optical transceivers is undergoing structural changes. Silicon photonics has become the mainstream type, and the ultimate embodiment is co-packaged optics (CPO). In the second half of this year, some manufacturers will enter mass production.
5. Company news: ① Zhongji InnoLight: plans to repurchase 4 billion to 8 billion shares for equity incentives or employee stock ownership plans. ②International Composites: It is planned to raise no more than 5 billion yuan in additional capital to invest in projects such as high-performance electronic fiber cloth. ③ Suiyuan Technology: The IPO price of the Science and Technology Innovation Board is set at 142.18 yuan per share. ④ Zhipu’s revenue in the first half of the year was 953.9 million yuan, with an operating loss of 2.15 billion yuan. ⑤ Huawei’s revenue in the first half of the year was 467.8 billion yuan and net profit was 23.427 billion yuan. A[Overview of U.S. stock market pre-market news: TSMC expects silicon photonics market share to exceed 50% in 2027; SK Hynix plans to hand over some HBM basic die production to Intel; Apple will officially replace Ternus as CEO tomorrow] August 31st, investors need to focus on the following financial news in the U.S. stock market:
1. The three major U.S. stock index futures collectively declined. Dow Jones futures fell 0.30%, S&P 500 futures fell 0.31%, and Nasdaq 100 futures fell 0.18%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 3.47% to US$86.292/barrel; Brent crude oil futures prices rose 3.20% to US$90.919/barrel. On the news, Trump said that the United States would respond to Iran’s attack on US troops.
3. International gold and silver spot prices were mixed. Spot gold prices fell 0.19% to US$4,445.86 per ounce; spot silver prices rose 1.09% to US$67.02 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.29%, France's CAC40 index rose 0.21%, and Germany's DAX30 index fell 0.69%.
5. NVIDIA has launched a new generation of high-bandwidth memory technology, NVIDIA NVHBM, which can provide higher memory performance and efficiency for XPU.
6. TSMC stated that the underlying architecture of optical transceivers is undergoing structural changes. Silicon photonics has become a mainstream type, and the market share is expected to exceed 50% in 2027. Silicon photonics is ultimately embodied in co-packaged optics (CPO), and manufacturers will enter mass production in the second half of this year.
7. SK Hynix is considering handing over some HBM basic die production to Intel to reduce its dependence on TSMC wafer foundry. The program is expected to start with the seventh-generation HBM chip HBM4E.
8. Apple will officially complete its first CEO change since 2011 on September 1. John Ternus, currently senior vice president of hardware engineering, will succeed Cook as CEO and join the board of directors.
9. Some artificial intelligence laboratories such as OpenAI are reported to have purchased tens of thousands of Mac minis and Mac Studio for training AI agents, and are in urgent need of more such equipment. Anthropic also rents Mac minis from Amazon AWS.
10. SpaceX is building a foundry in Bastrop, Texas, to produce blades and guide vanes for large gas turbines. Gas turbines can be put into operation up to 18 months in advance.
11. Eli Lilly stated that the research data of two drugs, Taltz and Zepbound, in the treatment of obesity have shown positive results.
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