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[Investment Calendar: Reminder of major capital market events on Wednesday] ①A total of 2 new stocks were subscribed today, namely Hongfucheng (301716) on the GEM and Anda Shares (920202) on the Beijing Stock Exchange; 2 new stocks were listed on the Beijing Stock Exchange, namely Tencent Precision (920298) on the Beijing Stock Exchange and Sinovac (688837) on the Science and Technology Innovation Board. ②The 2026 Beijing Microelectronics International Symposium and IC WORLD Conference will be held from September 16th to 18th. ③The Pinglu Canal will be completed and opened to navigation on September 16. ④The Chief Executive of the Hong Kong Special Administrative Region, Lee Ka-chiu, will announce the "First Five-Year Plan for Economic and Social Development of the Hong Kong Special Administrative Region (2026-2030)" on September 16. ⑤The new mass-produced flagship Nubia NaviX Ultra equipped with Doubao mobile assistant will be officially released on September 16. ⑥The South Korea-Central Asia Summit will be held in Seoul on September 16. ⑦ Leapmotor plans to release more than five technologies including world model smart driving, new mobile space architecture and three electric fields at a technology conference on September 16. ⑧The Federal Reserve will announce its latest interest rate decision in the early morning of September 17, Beijing time. ⑨Data such as the monthly rate of U.S. retail sales in August will be released today.
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[Beijing: Promote full-stack autonomy and all-domain applications to seize the commanding heights of global competition in artificial intelligence] On September 9, the Beijing Municipal People's Government issued the "Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period." It pointed out that we should promote full-stack autonomy and global applications to seize the commanding heights of global competition in artificial intelligence. Strengthen the security resilience of the independent ecosystem, improve the capabilities of the artificial intelligence system software stack, and accelerate the deployment of a new domestic computing power architecture. Strengthen algorithm theoretical innovation, guide large language models and multi-modal models to compete globally, create a scientific intelligence and embodied intelligence innovation highland, and lay out world models in a forward-looking manner. Promote the evolution of intelligent agents to autonomous execution, accelerate the research and development of key standard protocols, build a control engineering software stack, and develop intelligent agent Internet services. Enrich model service supply capabilities, build a word settlement system, and create a word factory, covering full chain services such as word production, distribution, and consumption. Comprehensively implement the "artificial intelligence +" action, take the construction of a national artificial intelligence application pilot base as a guide, and promote artificial intelligence to empower key areas such as medical care, manufacturing, and education. Cultivate open source projects and open source communities with international influence, and build a collaborative innovation hub for global developers.
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[Beijing: Accelerate the deployment of a new architecture for domestic computing power and promote the evolution of intelligent agents towards autonomous execution] On September 9, the Beijing Municipal People's Government issued the "Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period". It pointed out that in terms of artificial intelligence, promote full-stack autonomy and global applications to seize the commanding heights of global competition in artificial intelligence. Strengthen the security resilience of the independent ecosystem, improve the capabilities of the artificial intelligence system software stack, and accelerate the deployment of a new domestic computing power architecture. Strengthen algorithm theoretical innovation, guide large language models and multi-modal models to compete globally, create a scientific intelligence and embodied intelligence innovation highland, and lay out world models in a forward-looking manner. Promote the evolution of intelligent agents to autonomous execution, accelerate the research and development of key standard protocols, build a control engineering software stack, and develop intelligent agent Internet services. Enrich model service supply capabilities, build a word settlement system, and create a word factory, covering full chain services such as word production, distribution, and consumption. Comprehensively implement the "artificial intelligence +" action, take the construction of a national artificial intelligence application pilot base as a guide, and promote artificial intelligence to empower key areas such as medical care, manufacturing, and education. Cultivate open source projects and open source communities with international influence, and build a collaborative innovation hub for global developers.
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[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%.