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[OpenSpace open source space ecology releases the first phase of the open source computing constellation with 2,600 satellites planned] "Science and Technology Innovation Board Daily" reported on the 17th that on October 17, 2026, at the 2026 Kaiyun Aerospace AOE Ecology Conference, the OpenSpace open source space ecology was officially released. Beijing Kaiyun United Information Technology Group Co., Ltd., together with representatives from industry-university-research funding units such as Oriental Space, Galaxy Aerospace, Beijing University of Aeronautics and Astronautics, China Space Foundation, China Business Hui Investment (Shenzhen) Private Equity Fund Management Co., Ltd., University of Aerospace Engineering, Zhejiang Branch of China People's Property Insurance Co., Ltd., the nine parties jointly launched the OpenSpace open source space ecosystem and open source community, and witnessed the release of the open source computing constellation plan. The open source computing constellation released simultaneously deeply integrates general computing, intelligent computing, super computing, edge computing and quantum computing to build satellites into on-orbit "space servers". The first phase of the constellation plans to launch 2,600 satellites, including 1,000 general computing satellites, 1,000 intelligent computing/supercomputing satellites, 500 edge computing satellites, and 100 quantum computing satellites. (Kechuangban Daily reporter Li Mingming)
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[Morning News Selection on October 16th] 1. According to the spokesperson of the Ministry of Foreign Affairs, Li Qiang will visit Uzbekistan and Tajikistan, attend the 25th meeting of the Council of Heads of Government (Prime Ministers) of the Shanghai Cooperation Organization member states, and go to Russia to hold the 31st regular meeting between the prime ministers of China and Russia. 2. When attending the G20 Finance Ministers and Central Bank Governors Meeting, Pan Gongsheng said that the People's Bank of China will continue to implement moderately loose monetary policies to create a good monetary and financial environment for China's stable economic growth and the smooth operation of financial markets. 3. When attending the meeting of G20 finance ministers and central bank governors, Lan Fo'an stated that more proactive fiscal policies will be implemented accurately and effectively to promote the continued development of the economy in a new and better direction and inject confidence and certainty into the world economy. 4. In response to the recent significant increase in the interest in long-term government bond yield trading, some securities firms and banks have received reminders from regulatory authorities, requiring relevant institutions to strengthen bond investment risk management. 5. The Sichuan Communications Administration issued the “15th Five-Year Plan for the Development of Information and Communications Industry in Sichuan Province”. The "Plan" proposes that by 2030, a key information infrastructure backup base serving the national strategic hinterland, an information and communication highland leading the digital and intelligent development of the western region, and a nationally influential network province will be built. 6. In response to the "breakage problem of the Zunjie V800 car brake pedal bracket" reported on the Internet, the Ministry of Industry and Information Technology and other three departments set up a joint investigation team to conduct verification and handle it in accordance with laws and regulations. The relevant situation will be announced in time. 7. Tuojing Technology announced that the chairman proposed to repurchase shares of 200 million to 300 million yuan; Pengding Holdings announced that the chairman proposed to repurchase shares of 300 million to 500 million yuan; Baiwei Storage announced that the controlling shareholder proposed to repurchase A shares of 200 million to 250 million yuan to cancel and reduce registered capital; Tianfu Communications announced that the controlling shareholder proposed to repurchase A shares of 100 million to 150 million yuan; Xinyi Sheng announced that the controlling shareholder proposed to repurchase A shares of 800 million to 1 billion yuan. 8. Shanghai Electric Co., Ltd. announced that the controlling shareholder proposed a cash dividend of no less than 2.2 billion yuan in 2026. 9. Zhongke Sugon announced that its net profit in the first three quarters increased by 78.48% year-on-year; Ganfeng Lithium announced that its net profit in the first three quarters increased by 19,541% year-on-year; Han's CNC announced that its net profit in the first three quarters increased by 214% year-on-year. 10. Shennan Circuit announced that its net profit in the first three quarters is expected to increase by 74%-78% year-on-year; Guangxun Technology announced that its net profit in the first three quarters is expected to increase by 65%-82% year-on-year; Haiguang Information announced that its net profit in the first three quarters is expected to increase by 38%-52% year-on-year; Rockchip Weibo announced that its net profit in the first three quarters is expected to increase by 68%-73% year-on-year; Longsys announced that its net profit in the first three quarters is expected to increase by 1865%-1991% year-on-year; Fudan Microelectronics announced that its net profit in the first three quarters is expected to increase by 188%-248% year-on-year. 11. CICC Gold announced that its net profit in the first three quarters is expected to increase by 50%-58% year-on-year; Han's Laser announced that its net profit in the first three quarters is expected to increase by 145%-157% year-on-year; Muxi Shares announced that its net profit in the first three quarters is expected to be 5.8% 700 million to 717 million yuan, turning a loss into a profit year-on-year; Guangku Technology announced that its net profit in the first three quarters is expected to increase by 142%-162% year-on-year; Hengyi Petrochemical announced that its net profit in the first three quarters is expected to increase by 3319%-3405% year-on-year. 12. Fed Hammaker said that if public inflation expectations deteriorate, the Fed may need to take more aggressive actions to respond. 13. The U.S. PPI in September increased by 6.3% year-on-year, and was estimated to be 5.3%; it increased by 1.3% month-on-month, and was estimated to be 0.6%. 14. Israeli officials said that the United States and Israel are consulting on a plan to attack Iran. 15. The U.S. Central Command stated that Iran’s Islamic Revolutionary Guard Corps’ statement that it controls the Strait of Hormuz is untrue. The United States and its regional partners still control the relevant waters and commercial ships continue to pass through. 16. Russian President Vladimir Putin stated that Russia will respond to attacks launched by Ukraine on Russian oil refineries and other logistics and energy facilities. 17. Cook said that the Apple smart phone and related Alibaba Qianwen large model have indeed been approved and will release a test version later in October; but Siri AI is not included. 18. Google Quantum Artificial Intelligence released a major breakthrough in quantum computing, and the Willow chip project broke through key resource bottlenecks. 19. Meta released the open weight model Muse Spark Open and cooperated with Apple to promote this model to run locally on Mac computers. 20. Some investors attending Anthropic’s investor day event on Wednesday discussed a valuation of about $1.5 trillion, people familiar with the matter reported. 21. TSMC expects the company’s fourth-quarter sales to be US$52.3 billion to US$54.3 billion; the demand for CPUs for AI robots is growing, and the demand still far exceeds the current supply capacity. 22. The three major U.S. stock indexes collectively closed higher. The Dow rose 1.08%, the Nasdaq rose 0.08%, and the S&P 500 rose 0.33%. The Philadelphia Semiconductor Index once fell more than 4% and finally closed down 0.88%, marking the seventh consecutive day of decline. The Storage Concept Index opened lower and closed higher. 23. The settlement price of WTI crude oil futures rose 3.03%, and the settlement price of Brent crude oil futures fell 0.13%; COMEX gold futures closed up 2.06%, and COMEX silver futures rose 3.09%.
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[Overnight global news you need to know on Friday: The three major U.S. stock indexes collectively closed higher, and the storage sector opened lower and moved higher; Meta released the open-weighted model Muse Spark Open; Israeli officials said the United States and Israel are negotiating on a plan to attack Iran] 1. Fed Hammaker said that successive supply shocks may trigger inflationary thinking. If public inflation expectations deteriorate, the Fed may need to take more radical actions to deal with it. 2. The U.S. PPI increased by 6.3% year-on-year in September, estimated at 5.3%, and the previous value of 5.4%. The U.S. PPI increased by 1.3% month-on-month in September, which was expected to be 0.6%. In September, PPI rose at the fastest rate in more than four years, and the impact of rising energy costs was further transmitted to the economy. 3. Freddie Mac said in a statement Thursday that the average interest rate on 30-year fixed-rate mortgages remained at 7.4%. The rate is hovering at its highest level since November 2023. 4. Data from the Investment Company Institute (ICI) show that the asset size of U.S. money market funds dropped to $7.92 trillion. 5. The U.S. Central Command stated that Iran’s Islamic Revolutionary Guard Corps’ statement that it controls the Strait of Hormuz is untrue. The United States and its regional partners still control the relevant waters and commercial ships continue to pass through. 6. A spokesman for the multinational coalition led by Saudi Arabia said at a press conference that Yemen’s Houthi armed forces have killed 17 people and injured 333 people in attacks on King Khalid International Airport in Riyadh since October. 7. Israeli officials said that the United States and Israel are consulting on a plan to attack Iran. 8. When communicating with people from the country’s business community, Russian President Vladimir Putin stated that Russia will respond to attacks launched by Ukraine against Russian oil refineries and other logistics and energy facilities. 9. India has set the windfall profit tax on gasoline exports at 2.5 rupees per liter and diesel export windfall tax at 8.5 rupees per liter, effective from October 16. 10. MSCI implemented a freeze on the Türkiye index; MSCI initiated consultations on Indonesia’s proposal to reclassify from an emerging market to an independent market status. 11. The Chicago Board Options Exchange (Cboe) announced that its Cboe Options Exchange (C1) will add morning and after-closing trading sessions for designated stock and ETF options starting next Monday. Options on popular companies such as Alibaba, Nvidia, and Apple are covered by the announcement. 12. Meta released the open weight model Muse Spark Open and cooperated with Apple to promote this model to run locally on Mac computers. 13. Google Quantum Artificial Intelligence released a major breakthrough in quantum computing, and the Willow chip project broke through key resource bottlenecks. 14. Some investors attending Anthropic’s investor day event on Wednesday discussed a valuation of about $1.5 trillion, people familiar with the matter reported. Some investors were disappointed by slower quarter-on-quarter growth in the latest quarter. 15. UniCredit Bank of Italy has officially received approval from the European Central Bank to complete the acquisition of control of Commerzbank. 16. The three major U.S. stock indexes collectively closed higher. The Dow rose 1.08%, the Nasdaq rose 0.08%, and the S&P 500 rose 0.33%. The Philadelphia Semiconductor Index once fell by more than 4% and finally closed down 0.88%, marking the seventh consecutive day of decline. The Storage Concept Index opened lower and closed higher. 17. COMEX gold futures closed up 2.06% at US$4,192.5 per ounce; COMEX silver futures rose by 3.09% at US$57.605 per ounce. 18. The settlement price of WTI crude oil futures was US$97.97/barrel, an increase of US$2.88, or 3.03%. Brent crude oil futures settled at $105.92 per barrel, down $0.14, or 0.13%.
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[Overview of U.S. stock market pre-market news: Anthropic plans to directly lease 1 gigawatt of computing power, bypassing cloud service providers; IonQ surged 12% before the market due to progress in real-time quantum error correction decoding; the "big short" increased its short position against Micron] September 23rd, the financial news in the U.S. stock market that investors need to focus on is as follows: 1. The three major U.S. stock index futures collectively turned downward. Dow Jones futures fell 0.31%, S&P 500 futures fell 0.12%, and Nasdaq 100 futures fell 0.27%. 2. International oil prices turned from falling to rising. WTI crude oil futures prices rose 0.16% to US$90.669/barrel; Brent crude oil futures prices rose 0.94% to US$96.305/barrel. 3. International gold and silver spot prices both fell. Spot gold prices fell 1.06% to US$4,312.00 per ounce; spot silver prices fell by 3.03% to US$65.00 per ounce. 4. Europe's three major stock indexes collectively fell. Britain's FTSE 100 index fell 0.20%, France's CAC40 index fell 0.35%, and Germany's DAX30 index fell 0.73%. 5. Anthropic is in the early stages of negotiations and plans to lease up to 1 gigawatt of computing power from the data center developer of Apollo Global Management Holdings. This move aims to bypass cloud service providers and open up a path to reduce computing power costs. 6. Qualcomm has released two new generation flagship Snapdragon chips, both using 2nm process and with a maximum CPU frequency of 5GHz, further segmenting the Android high-end mobile phone market. 7. Quantum computing company IonQ surged 12% before the market opened. The real-time quantum error correction decoder developed by it has completed testing. The system can run on a single standard commercial CPU and supports analog circuits with up to 408 logical qubits and more than 31.5 million quantum operations. 8. SpaceX is reported to have stopped accepting reservations for Falcon 9 rockets after 2028. With the Falcon 9 withdrawing from the market, rocket launch capacity may be in short supply before 2030. 9. JPMorgan Chase said that Meta’s AI intelligent agent Muse is expected to become the most widely used AI application after ChatGPT, and reiterated Meta’s “overweight” rating with a target price of $820. 10. "Big Short" Burry's latest statement is that he has increased his short positions on Micron Technology, Nebius, Palantir, etc., and emphasized that this time it is "quite large." He said that as the new supply of memory is released, it will put pressure on prices.
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[Li Qiang emphasized during a survey in Shanghai to accelerate the cultivation and expansion of emerging industries and future industries and continue to expand and strengthen advanced manufacturing] Li Qiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, visited Shanghai on September 22. He emphasized that it is necessary to thoroughly implement General Secretary Xi Jinping’s important instructions on the development of advanced manufacturing and the spirit of the National Advanced Manufacturing Conference, adhere to the direction of intelligence, greenness, and integration, promote the deep integration of technological innovation and industrial innovation, vigorously develop a new generation of intelligent manufacturing, accelerate the cultivation and expansion of emerging industries and future industries, and continue to make advanced manufacturing bigger and stronger. At the Shanghai Electric National Artificial Intelligence Application Pilot Base, Li Qiang inspected special robots, industrial robot products and their application displays in complex scenarios, listened to reports on the construction of "artificial intelligence +" integrated service providers and artificial intelligence native factories, and visited the intelligent robot assembly and debugging pilot workshop. Li Qiang pointed out that emerging industries such as artificial intelligence are developing at a rapid pace, and the application of related technologies is profoundly reshaping the manufacturing technology system, production model and industrial form, opening up a new space for technological innovation and brand promotion in the manufacturing industry. It is necessary to combine the two advantages of China's manufacturing industry and digital intelligence technology, promote "artificial intelligence + manufacturing" in depth, promote artificial intelligence to better empower the development of advanced manufacturing, promote the intelligent upgrading of the entire process of R&D, production, management, etc., further activate the potential of data elements, drive the comprehensive digital transformation of more industries, and create a smarter industrial chain and supply chain. It is necessary to target common problems in the manufacturing field, focus on key links such as industrial design, pilot verification, and intelligent operation and maintenance, build more manufacturing production service platforms, strengthen the supply of integrated services and diversified solutions, and help all types of enterprises, especially small and medium-sized enterprises, carry out intelligent transformation more efficiently and at low cost, and continuously enhance development momentum and competitive advantages. Shanghai Future Start Community is a science and technology innovation incubation platform focusing on future industries. Li Qiang came here to learn more about the construction of community innovation ecosystem, the operation of Shanghai Future Industry Fund, etc., inspected technology products in the fields of brain-computer interface, quantum computing, etc., and communicated cordially with scientific and technological personnel and community staff. Li Qiang pointed out that future industries are potential blue oceans for the development of advanced manufacturing. It is necessary to strengthen the tracking, analysis and judgment of future technological development, strengthen the research on key core technologies, build solid basic research support, encourage bold exploration, tolerate trial and error, and continuously expand the frontier of industrial innovation. It is necessary to build a first-class innovation ecosystem, promote the in-depth integration of industry, academia and research, strengthen scientific and technological services, and actively cultivate and open application scenarios. In view of the long growth cycle and high market risks of future industries, we must vigorously develop venture capital, strengthen patient capital, and establish a future industry investment growth and risk sharing mechanism. Li Qiang emphasized that talents are the first resource, and only by having talents can we win the future. It is necessary to strengthen the talent gathering and training function of scientific research institutions, innovation platforms, enterprises, and science and technology plans, explore new models for training top innovative talents, and strive to create more high-quality talents. Chen Jining and Wu Zhenglong participated in the survey. (Xinhua News Agency)
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[Analysis of listed stocks on September 21: The promotion rate of listed stocks exceeds 60%. The "Hua" generation stocks have a large-scale daily limit] Today, a total of 103 stocks hit the daily limit, and the total number of listed stocks is 21, including 8 stocks with three consecutive boards or above. On the previous trading day, there were a total of 12 listed stocks, and the promotion rate of listed stocks was 66.67% (excluding ST shares and delisted stocks). In terms of individual stocks, more than 4,500 stocks in the market rose, exceeding the daily limit of 100 stocks. Short-term sentiment continued to rise. Metaphysics speculation prevailed. More than 30 "Hua" stocks hit the daily limit, including Hua Porcelain Co., Ltd. 5 consecutive boards, Inner Mongolia Xinhua 4 consecutive boards, Huasuan Technology, Huafang Co., Ltd., Nanhua Biotech 3 consecutive boards, Xinhua Wenxuan and Huajin Capital 2 consecutive boards. The "Sheep" generation is also active, Sanyangma 2 consecutive boards, Ocean King 4 days and 2 boards. In terms of sectors, the real estate sector rose sharply again, with World Union Bank having 4 consecutive boards, Greenland Holdings having 2 consecutive boards, Vanke A once touching 2 consecutive boards, Huayuan Holdings, Shenzhen Huafa A, I Love My Home and other stocks hitting the daily limit; pharmaceutical stocks broke out across the board, with innovative drugs and AI pharmaceuticals leading the gains, and Nanhua Biotech 3 consecutive boards, Ruikang Pharmaceutical 2 consecutive boards, Baihua Pharmaceutical 3 days and 2 boards, Novogene, Transjing Life, Jiete Biotech, Huaren Pharmaceuticals, and Nearshore Protein 20cm daily limit. According to the news, on September 18, ten departments including the Ministry of Industry and Information Technology jointly issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry". The plan proposes to accelerate the research and development of new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drugs.
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[Ten departments: Accelerate the research and development of new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drugs, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry," which mentioned accelerating the deployment of cutting-edge technologies and products. Strengthen interdisciplinary integration and cutting-edge technology supply, and support joint research by pharmaceutical industry enterprises, universities, scientific research institutes, medical institutions, etc. Accelerate new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drug research and development; explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing; deepen the application of cutting-edge technologies such as gene editing, precise molecular delivery, cell programming and regulation, advanced omics, and new-generation brain-computer interfaces; break through key technologies such as the synthesis of artificial life systems, organoids and organ chips, universal cell therapy, complex regenerative organs, integrated diagnosis and treatment radiopharmaceuticals, and xenotransplantation organs; and cultivate several new growth points.
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[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.
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[Two departments: Accelerate the layout of new computing paradigms such as storage and computing integration, quantum computing, optical computing, brain-inspired computing, space computing] 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", which mentioned the establishment of an advanced computing ecosystem. Accelerate research on advanced computing products and technological innovations such as computing architecture, data storage, high-speed interconnection, software and hardware collaboration, and computing and electricity collaboration, promote the establishment of major national science and technology projects in advanced computing, and continue to improve the supply level of computing root technology, key components, core components, software algorithms, and computing equipment. To meet the needs of massive and diversified intelligent computing, build a heterogeneous collaborative computing system, develop a computing micro-architecture for large artificial intelligence model training and inference, and break through key technologies such as distributed computing, high-bandwidth memory pools, cloud-edge collaboration, all-optical switching, and liquid cooling. Strengthen the collaboration and integrated innovation of computing power, storage capacity, transportation capacity, electricity and other elements, accelerate the layout of new computing paradigms such as storage and computing integration, quantum computing, optical computing, brain-like computing, and space computing, and promote the integrated development of intelligent computing, general computing, super computing, etc. Improve the computing standard system, strengthen the construction of service platforms, promote the widespread application of advanced computing in new generation intelligent manufacturing, information consumption, social governance and other fields, and improve the advanced computing collaborative innovation ecosystem.
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[September 11 Lunchtime News Selection] 1. As of midday closing, the Shanghai Stock Exchange Index fell 1.82%, the Shenzhen Component Index fell 2.34%, and the ChiNext Index fell 2.04%. 2. Hong Kong stocks closed at noon, with the Hang Seng Index down 0.85% and the Hang Seng Technology Index down 0.79%. 3. Nine departments including the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry." The plan proposes that by 2030, new energy passenger cars and commercial vehicles in the domestic market will account for 70% and 40% of the total new car sales in their respective fields respectively, and cars with autonomous driving functions will be applied on a large scale. 4. The Ministry of Industry and Information Technology recently issued the "Implementation Plan for the "Artificial Intelligence + Software" Special Action." The "Plan" proposes to cultivate system software such as quantum computing and brain-like computing, and explore future software directions represented by intelligent native. 5. The National Development and Reform Commission has publicly promoted a number of investment projects to private enterprises, with an estimated total investment of 61.4 billion yuan. 6. People familiar with the matter said that the Bank of Japan is preparing to raise interest rates at next week’s policy meeting, most likely by 25 basis points.