A[Overview of U.S. stock market pre-market news: Google is accelerating TPU iteration; Musk predicts that the world will exceed 1 billion humanoid robots in 10 years; Indonesia's largest nickel industrial park may reduce production by as much as 40%] On September 2, the financial news of the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures rose in the short term and basically recovered their previous losses. Dow Jones futures rose 0.24%, S&P 500 futures rose 0.09%, and Nasdaq 100 futures fell 0.06%. On the news, Williams, the "third in command of the Federal Reserve", said that inflation is on a slow downward trend and interest rates are at a good level.
2. International oil prices turned from rising to falling. WTI crude oil futures prices fell 0.71% to US$89.580/barrel; Brent crude oil futures prices fell 0.47% to US$94.203/barrel.
3. International gold and silver spot prices turned from falling to rising. Spot gold prices rose 0.16% to US$4,335.17 per ounce; spot silver prices rose 0.62% to US$64.46 per ounce.
4. The three major European stock indexes narrowed their losses. Britain's FTSE 100 index fell 0.29%, France's CAC40 index fell 0.08%, and Germany's DAX30 index fell 0.41%.
5. Vahdat, head of Google's AI infrastructure, said that Google is accelerating the development and iteration of its customized AI chip TPU, shortening the chip update cycle from the original two years to launching two models per year, in order to maintain its leading position in the AI competition.
6. Musk predicted that the Grok 4.7 model will be released in 10 days. The Grok 4.7 model parameter size reached 2.1 trillion, an increase of 40% compared to Grok 4.6 (1.5 trillion).
7. Musk said that it is estimated that the number of humanoid robots will exceed 1 billion in the next 10 years. The output of each robot will be at least five times that of human workers, and the productivity will be higher than the total human productivity in the world.
8. Li Feifei’s startup World Labs released “the world’s first multi-modal world model” Atlas, claiming that the model can generate images and video frames with pixel-level precise camera control and reconstruct them in 3D.
9. NASA announced that it has awarded the Mars communication network development contract to Blue Origin to provide reliable high-bandwidth communication and navigation services for its Mars mission. The contract could be worth as much as $700 million.
10. SK Group Chairman Choi Tae-won said that SK Hynix is considering joint production with Japanese semiconductor giant Kioxia Holdings.
11. Deutsche Bank pointed out that optical network business hardware companies are expected to be the biggest winners in the AI era. The bank listed Coherent and Lumentum, which produce optical components and lasers for connecting data centers, as the "most confident" investment targets.
12. Affected by the drought caused by the El Niño phenomenon, the water supply to the smelter in Indonesia's largest nickel industrial park has been restricted, and the park may have to cut production by as much as 40%. B[BGI Jiutian: Plans to invest 90 million yuan to participate in the establishment of an investment fund Mainly invested in semiconductors, mobile communications and other fields] On September 2, Huada Jiutian (301269.SZ) announced that the company, as a limited partner, subscribed for a share of Qingdao Jianguang Shuangchuanghuixin Equity Investment Partnership with 90 million yuan of its own funds. The fund has a total subscribed capital of 451 million yuan and mainly invests in semiconductors, mobile communications, automotive electronics, robots and intelligent manufacturing, the Internet of Things, etc., aiming to strengthen strategic cooperation between the upstream and downstream of the industrial chain and jointly build a domestic EDA ecosystem. B[The number of companies with a market value of tens of billions in the North Exchange has increased to 8] On September 2, data showed that as of now, the number of listed companies on the North Exchange has reached 339, and the total market value has increased from about 300 billion yuan at the beginning of the market to about 840 billion yuan, and the number of companies with a market value of 10 billion has increased from 4 to 8. The average daily trading volume of the Beijing Stock Exchange has increased from less than 1 billion yuan at the beginning of the market to about 20 billion yuan currently. At present, more than 60% of the companies listed on the Beijing Stock Exchange have become national-level specialized and special new "little giant" enterprises, distributed in industrial chain segments such as robotics, new energy, aerospace, semiconductors, and automobiles. Over the past five years, the Beijing Exchange has provided a total of approximately 80 billion yuan in financing for small and medium-sized enterprises, with an average of approximately 200 million yuan per company. More than 80% of the funds raised have been invested in green and low-carbon, digital economy, high-end equipment manufacturing, new materials and other fields. (CCTV Finance) B[Main Fund Monitoring: The net outflow of the electronics sector exceeds 11.3 billion yuan] On September 2, the tracking data showed that today the main funds had a net inflow into the defense industry, power grid equipment, building materials and other sectors, and a net outflow from the electronics, non-ferrous metals, semiconductor and other sectors, of which the electronic sector had a net outflow of 11.338 billion yuan. In terms of individual stocks, Far East Holdings ranked first with a net purchase of 1.158 billion yuan, followed by Xiechuang Data, WuXi AppTec, and Feilong Co., Ltd. with a net inflow of main funds; Zhongji InnoLight ranked first with a net sale of 2.689 billion yuan, and Dongshan Precision, Changxin Technology, and Xinyi Sheng ranked first with a net outflow of main funds. B[CITIC Securities and others have invested in Hongmao Microelectronics, a subsidiary of Yangtze River Storage] On September 2, Tianyancha App showed that Hongmao Microelectronics (Shanghai) Co., Ltd. has recently undergone industrial and commercial changes, adding CITIC Securities Investment Co., Ltd., Gongqingcheng Jingcheng Venture Capital Fund Partnership (Limited Partnership), etc. as shareholders. The company was established in June 2002. Its legal representative is CHENG WEIHUA, with a registered capital of approximately 2.47 billion yuan. Its business scope includes packaging, testing and processing services of semiconductor integrated circuit devices. Shareholder information shows that the company is currently jointly held by Yangtze Storage Holdings Co., Ltd. and the above-mentioned new shareholders. B[Main Fund Monitoring: Zhongji InnoLight’s net sales exceeded 2.4 billion] On September 2, the market tracking data showed that in early trading today, the main funds had a net inflow into sectors such as national defense and military industry, building materials, and power grid equipment, and a net outflow from sectors such as electronics, nonferrous metals, and semiconductors. Among them, the net outflow from the electronics sector exceeded 11.2 billion yuan. In terms of individual stocks, Far East Co., Ltd. ranked first with net purchases of more than 1 billion yuan by main funds. China Jushi, Feilong, and Great Wall Military Industry ranked first in net inflows of main funds; Zhongji InnoLight suffered net sales of more than 2.4 billion yuan, and Tianfu Communications, Changxin Technology, and Xinyi Sheng ranked first in net outflows of funds. A[GEM Index fell more than 2%, nearly 4,700 stocks fell] On September 2, the index weakened, the GEM Index fell more than 2.00%, the Shanghai Index fell 0.65%, and the Shenzhen Component Index fell 1.45%. Precious metals, semiconductor chips, agriculture and other directions were among the top losers, with nearly 4,700 stocks falling in Shanghai, Shenzhen and Beijing. B[Huahong Grace: It plans to invest in the third phase of Wuxi Huahong Grace to build a 12-inch specialty process wafer foundry production line with a monthly production capacity of approximately 55,000 pieces/month] On September 1st, Huahong Grace (688347.SH) announced that the company and the entire Shanghai Huahong Grace, its subsidiary, plans to increase capital in Wuxi Huahong Grace Semiconductor Co., Ltd. Phase 3 together with Wuxi Xihong Guoxin Phase II, Huaxin Dingxin, and China Development Bank to build a 12-inch specialty process wafer foundry production line with a monthly production capacity of approximately 55,000 pieces. After the completion of this investment, the registered capital of the target company will reach US$4.17 billion, of which the company will invest US$1.0425 billion and Shanghai Huahong Grace will invest US$1.0842 billion. This investment still needs to be submitted to the shareholders' meeting for review. B[Main Fund Monitoring: Electronic Sector Net Outflows Exceeded 20.4 Billion] On September 1, market tracking data showed that today's main funds had a net inflow into agriculture, forestry, animal husbandry, fishery, non-bank finance, medicine and other sectors, and a net outflow from electronics, semiconductors, non-ferrous metals and other sectors, of which the electronic sector had a net outflow of 20.438 billion yuan. In terms of individual stocks, Zhongji InnoLight Capital ranked first with a net purchase of 1.541 billion yuan, Changchuan Technology, GCL Nengke, and Nma Mine ranked first in net inflows of main funds; Changxin Technology ranked first in net sales of 2.227 billion yuan, and Dongshan Precision, GigaDevice, and Shengyi Technology ranked first in net outflows of main funds. B[Northern Huachuang President Dong Boyu: This year, wafer fab customers have begun to proactively initiate joint research with the company and promote collaborative innovation] "Science and Technology Innovation Board Daily" reported on the 1st that Dong Boyu, the president of Northern Huachuang, said in a speech at the 2026 CEPEA main forum that before 2025, the domestic semiconductor industry will be highly dependent on the industrial path and the iteration speed of the equipment link will be slow. But he also said, "Starting from 2026, we have deeply felt that wafer fab customers have begun to proactively initiate joint research with Northern Huachuang to promote collaborative innovation, return to the underlying technical logic, explore and define semiconductor equipment development, and move from early parameter benchmarking to real solution design. The proportion of forward design of product technology has increased significantly." (Guo Hui, reporter of Science and Technology Innovation Board Daily) B[Main Fund Monitoring: Dongshan Precision Net Sold Nearly 1.9 Billion] On September 1st, market tracking data showed that in early trading today, main funds had a net inflow into the agriculture, forestry, animal husbandry and fishery, commerce and retail, non-bank finance and other sectors, and a net outflow from the electronics, semiconductor, communications and other sectors, of which the electronic sector had a net outflow of more than 17.1 billion yuan. In terms of individual stocks, Nma Mining ranked first with a net purchase of nearly 700 million yuan by main funds. Shennong Seed Industry, Changchuan Technology, and GCL Nengke ranked first in net inflows of main funds; Dongshan Precision suffered a net sale of nearly 1.9 billion yuan, and Changxin Technology, Shengyi Technology, and GigaDevice Innovation ranked first in net outflows of funds. A[GEM Index fell more than 1%, computing power hardware led the decline] On September 1, the index weakened, the GEM Index fell more than 1%, the Shanghai Index fell 0.05%, and the Shenzhen Component Index fell 0.54%. Computing hardware, semiconductor chips, robots and other directions were among the top losers, with nearly 2,200 stocks falling in Shanghai, Shenzhen and Beijing. B[South Korea's exports continued to grow strongly in August, AI demand drives chip boom] September 1st, South Korea's exports continued to grow strongly in August, and demand for artificial intelligence (AI) boosted chip shipments and the overall economy, which is expected to support the Bank of Korea's maintenance of a hawkish stance after two consecutive interest rate hikes. Data released by South Korea Customs on Tuesday showed that after adjusting for differences in working days, exports increased by 72.5% year-on-year in August, imports increased by 22.5%, and the trade surplus reached US$34.7 billion. Unadjusted exports rose 68.7%, compared with a revised 63% increase in July. Semiconductors remain the main driver of South Korea's export growth. Data showed that although rising energy prices and geopolitical tensions put pressure on other industries, external demand remained resilient, supporting the Bank of Korea's second consecutive 25 basis point interest rate hike last week. A[MSCI China Index adjustment takes effect today, 33 stocks are included] After the market close on August 31, the MSCI China Index quarterly adjustment will officially take effect. 33 stocks were included and 32 stocks were removed. Previously, on August 12, local time, MSCI announced the results of the August 2026 index review of the MSCI stock index. The adjustment will take effect after the close of trading on August 31.
In this adjustment, the MSCI China Index newly included 33 stocks including Zhipu and Dingtai High-Tech, while excluding 32 stocks including Vanke A and Yonghui Supermarket. The 33 newly included targets cover multiple cutting-edge fields such as semiconductors, AI, medicine, new materials, and precision manufacturing. It is worth noting that 10 companies on the Science and Technology Innovation Board have been newly added to the MSCI China Index this time, 7 of which are from the semiconductor industry chain, covering all aspects of chip design, manufacturing, packaging and testing, equipment, materials, etc., highlighting the continued increase in the attractiveness of China's hard technology sector in the global capital market. (CCTV Finance) A[*ST Wingtech: The court ruled to freeze the equity and property related to Anshi and Antaiko] On August 31, *ST Wingtech (600745.SH) announced that the tort liability dispute between the company and its subsidiaries Yucheng Holdings and Anshi Holdings and other defendants was settled by the "Civil "Judgment", based on the property preservation application submitted by the company and Yucheng Holdings, the court ruled to seal, detain, and freeze an equal amount of property worth RMB 2.139 billion in the names of the respondents Anshi Co., Ltd. and Antaico Co., Ltd., and the ruling began to be implemented immediately. On the same day, the company received a notice from the Intermediate People's Court of Dongguan City, Guangdong Province. The court froze 100% of the equity of Nexperia Semiconductor (China), 99% of the equity of Nexperia Semiconductor Technology (Shanghai), and Nexperia (Wuxi) held by Nexperia Co., Ltd. ), 100% equity of Nexperia Semiconductor (Shanghai), and 100% equity of Antaiko Technology (Wuxi) held by Ataiko Co., Ltd. from August 25, 2026 to August 24, 2029. A[Understand the 2026 interim report in one picture: Over 70% of stocks achieved profits in the first half of the year, with semiconductors and energy metals leading the performance growth] August 31, August 31, the disclosure of the A-share 2026 interim report officially came to an end. Data show that in the first half of the year, A-share listed companies achieved a total net profit attributable to their parent companies of 3.58 trillion yuan, a year-on-year increase of 19.4%; 74.5% of companies achieved profitability, of which 43.4% of profitable companies saw positive year-on-year net profit growth. From an industry perspective, 19 of the 31 Shenwan first-level industries achieved year-on-year growth in net profit attributable to the parent company, accounting for approximately 61.3%. The electronics sector has the most significant growth rate and is the only first-tier industry that has doubled in growth; non-ferrous metals, non-bank finance and other industries also rank among the top in terms of growth. Further sinking into the secondary subdivisions (excluding the factors of turning losses into profits), the semiconductor and energy metal sectors have outstanding profit growth rates, with year-on-year increases of more than 500%; marine equipment, other electronics and diversified financial sectors also achieved more than doubled growth. At the individual stock level, after excluding the loss-turning factors, a total of 56 stocks had a net profit attributable to the parent company with a year-on-year growth rate of more than 1,000%. Among them, three stocks, Longsys, Okoyi and Jiangtian Chemical, have grown more than 100 times. (Zi Long) A[Monitoring of main funds: Net inflow of cultural media sector exceeds 5.2 billion] On August 31, the tracking data showed that today the main funds had a net inflow into the cultural media, computers, IT services and other sectors, and a net outflow into the new electricity industry, semiconductors, non-ferrous metals and other sectors, of which the new electricity industry sector had a net outflow of 6.239 billion yuan. In terms of individual stocks, Inspur Information ranked first with a net purchase of 1.545 billion yuan, followed by Chinese Online, Rockchip Micro, and Nord Co., Ltd.'s main net inflows of funds; Sungrow Power ranked first with a net sale of 1.319 billion yuan, and BYD, Changxin Technology, and Hengtong Optoelectronics ranked first with a net outflow of main funds. A[Main Fund Monitoring: Sungrow’s Net Sales of Nearly 1.2 Billion] On August 31, market tracking data showed that in early trading today, main funds had a net inflow into the cultural media, banks, film and television theaters and other sectors, and a net outflow from the electronics, semiconductor, new electronics industry and other sectors, of which the electronic sector had a net outflow of more than 8 billion yuan. In terms of individual stocks, Rockchip ranked first with net purchases of more than 900 million yuan in main funds. Nordisk, Shengyi Technology, and Inspur Information ranked first in net inflows of main funds; Sungrow had a net sale of nearly 1.2 billion yuan, and Changxin Technology, Zhongji InnoLight, and Hengtong Optoelectronics ranked first in net outflows of funds.
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