B[Cheng Fubo, Director of the State-owned Assets Supervision and Administration Commission of the State Council, went to China Mobile to investigate progress in accelerating 6G core technology research and promoting the construction of new generation communication networks] On October 10, Cheng Fubo, Secretary and Director of the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council, went to China Mobile on October 8 to investigate corporate reform and innovation, party building, and work progress in accelerating 6G core technology research and promoting the construction of new generation communication networks. Cheng Fubo emphasized that China Mobile should focus on the needs of the country and industry trends, strengthen strategic planning, determine the direction of development, and advance cutting-edge technologies that will affect the future, seize the commanding heights of technological development in the cybersecurity and informatization field, and serve as the main force in building a network power and a technological power. A[Tian Yang Technology: It is inconvenient to disclose the specific details of the purchase of 20,000 NVIDIA GPUs] On October 9th, Tian Yang Technology announced today through its official WeChat public account that it signed a "GPU Purchase Agreement" with Company X to purchase 20,000 NVIDIA RTX PRO 5500 Blackwell. In this regard, the reporter asked the company's securities department for information such as the purchase price, total purchase amount, and delivery pace. The staff of the securities department responded that it is inconvenient to disclose the specific situation. If the relevant disclosure standards are met, it will be disclosed later. The reporter learned through industry insiders that the product has not yet been put on the shelves and the price has not yet been finalized. Judging from public information and the current price trends of similar products, the domestic quotation of this GPU may exceed 100,000 yuan per piece. Based on the purchase volume of 20,000 pieces, the amount will exceed 2 billion yuan. Tianyang Technology's 2026 semi-annual report shows that as of the end of June, the company's book monetary funds are approximately 508 million yuan. (Reporter Xu Xuecheng) B[A new round of price increases for domestic mobile phones, some models have increased by as much as 1,000 yuan] News on October 9, reporters learned from Huawei offline stores on October 9 that starting from 0:00 on October 9, 2026, Huawei will make price adjustments for the nova16 series: the recommended retail price (RRP) of nova16 and nova16 Pro will be increased by 400 yuan, nova16 SE will be increased by 200 yuan, and the channel delivery price (STP) will be increased simultaneously. On the same day, the price of the entire Mi 17 Ultra series also increased by 1,000 yuan: the starting price of the standard version increased from 6,999 yuan to 7,999 yuan, and the starting price of the higher-positioned Leica version increased from 7,999 yuan to 8,999 yuan. The pricing of the versions currently on sale on Xiaomi’s official website has been adjusted. (Interface News) B[Public fundraising reappears with large self-purchase orders, real money and silver layout potential direction] October 9th, under the recent fluctuations in market conditions, a number of public fundraising institutions have made large-scale purchases, and "real money" self-purchases support their new funds. Among them, ICBC Credit Suisse Fund and its wholly-owned subsidiaries subscribed for a total of more than 45 million yuan in the construction machinery ETF ICBC, Industrial Securities Global Fund subscribed to Xingquan Hechen and Xingquan Youjia for 10 million yuan each, and Dacheng Fund, Invesco Great Wall Fund, and Bosera Fund also collectively purchased their new "fixed income +" products. In addition, in the third quarter, public equity institutions invested a total of more than 1.4 billion yuan out of their own pockets and established more than 120 sponsored funds, using real money to invest in promising directions. The reporter learned from the industry that fund managers have recently made self-purchases, which not only helps to raise funds for the establishment of new products in a contrarian environment, but also takes into account favorable opportunities for contrarian layout. Industry institutions believe that short-term barbell strategies will still be dominant, and they can focus on stable styles such as big finance and small and medium-sized technology growth directions. (China Securities Journal) B[China Chengtong Chairman Xi Zhengping met with China Electronics Chairman Li Ligong] On October 8, Xi Zhengping, Secretary of the Party Committee and Chairman of China Chengtong, met with Li Ligong, Secretary of the Party Committee and Chairman of China Electronics, and his party at the group headquarters. The two sides had in-depth exchanges on further deepening cooperation. Xi Zhengping said that China Chengtong is willing to give full play to the functions of state-owned capital operating companies, further deepen all-round strategic cooperation with China Electronics, continue to strengthen collaboration in fund investment, financial services, technological innovation and other fields, strengthen industrial collaboration and regional collaboration, and demonstrate the responsibility of central enterprises with new landmark results. Li Ligong said that he expected both parties to give full play to their respective advantages, be guided by national strategic needs, further strengthen cooperation in integrated circuits, advanced computing, network information industries, etc., accelerate the implementation of key projects, and jointly contribute more to the country's high-level scientific and technological self-reliance. B[The Chinese delegation completed the task of participating in the meeting of Study Group 6 of the Radiocommunication Sector of the International Telecommunication Union] October 8th, according to the official website of the Ministry of Industry and Information Technology, from September 21 to October 2, 2026, the meeting of Study Group 6 (SG6) of the Radiocommunication Sector of the International Telecommunication Union and its subordinate working groups WP6A, WP6B and WP6C was held in Geneva, Switzerland. This meeting is the sixth meeting of the 2027 World Radiocommunication Conference research cycle SG6 and its working groups. SG6 and its working groups mainly study radio and television related matters, including audio-visual, multimedia and data services provided to the public. This meeting focused on in-depth discussions on technical content such as multimedia mobile broadcasting, broadcast core network, content source tracing, privacy protection mechanisms, six-degree-of-freedom spatial audio, ultra-high definition and high dynamic range (HDR) television, and reviewed and approved the formulation and revision of multiple proposals and reports. Three manuscripts on mobile broadcasting and media processing submitted by China were adopted by the conference, and new progress was made in the formulation and revision of three reports on radio and television testing and audio-visual applications that China participated in. In addition, the meeting also introduced two information manuscripts submitted by China on the evaluation of emergency broadcast technology and artificial intelligence-generated videos. 24 representatives from 8 units including relevant departments of the State Council, research institutions, universities, and enterprises participated in the meeting through a combination of online and offline methods. B[Well-known fund managers gather to investigate leaders in medical insurance technology, high-end manufacturing and other market segments] October 8th, the A-share market trend was extremely divergent in the third quarter, and the market style continued to be rebalanced. Many fund managers increased their research efforts to explore investment opportunities. Recently, many well-known fund managers such as Yang Zongchang of E Fund, Zhu Shaoxing of Wells Fargo Fund, and Liu Xu of Dacheng Fund have gone to the front line for research. They gathered together to investigate the leaders in subdivisions such as medical insurance technology, high-end manufacturing, mining energy, and power equipment, and dug into the signs of industry recovery and the investment value of individual stocks. At the same time, many leading funds simultaneously updated their latest allocation strategies, highlighting core ideas such as dilemma reversal, industry trends, and high dividend defense, sounding the clarion call for market layout in the fourth quarter. (Securities Times) B[20 products unveiled on the first day after the holiday, October Xinji issuance reaches a small peak] On October 8, after the National Day holiday, the fund issuance market ushered in a small peak. On October 8, 20 products were released together, kicking off the issuance of new funds this month. Wind data shows that a total of 96 new funds are planned to be issued this month, with equity products taking the mainstream, and themes such as technology growth, dividend value, and three-month holdings on the Beijing Stock Exchange. In addition, 513 new funds were established in the third quarter, with the number increasing slightly from the previous quarter, but the share of funds raised significantly narrowed, and issuance was concentrated at the top. In the first three quarters of this year, there were more than 1,380 newly established funds, with obvious differences in the size of individual funds, and the largest number of passive index products. (China Securities Journal)
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