Mei Ri Jing Ji Xin Wen·2025-04-30 00:20Market News - US stock indices collectively rose, with the Dow Jones up 0.75%, S&P 500 up 0.58%, and Nasdaq up 0.55%. Major tech stocks mostly increased, with Tesla rising over 2% and Netflix over 1%. Chinese stocks showed mixed results, with the Nasdaq Golden Dragon China Index down 0.3% [1] - International oil prices fell significantly, with WTI crude down 3.08% at $60.14 per barrel and Brent crude down 2.76% at $63 per barrel. Gold prices also declined, with spot gold down 0.81% at $3316.6 per ounce [1] Industry Insights Robotics Sector - The humanoid robot industry is poised for significant growth, with key developments expected in May and June. Tesla has clarified its mass production expectations for Optimus, indicating ongoing industrialization. Analysts predict a new wave of growth in the sector during this period, driven by market sentiment and risk appetite [2] - The focus in the robotics sector includes lightweight design, energy consumption reduction, extended battery life, enhanced motion performance, and improved safety [2] Data Industry - The National Data Bureau emphasized the importance of accelerating digital China construction and leveraging AI for high-quality data supply. The data industry is expected to experience a new wave of development opportunities driven by trends in AI infrastructure and domestic data elements [4] - Analysts predict that the core AI industry could contribute approximately 10% to GDP by 2035, with significant demand expected in database, data platform, and basic data services [4] Blockchain Industry - Beijing's action plan for blockchain innovation aims to enhance the capabilities of national digital infrastructure by 2027, focusing on breakthroughs in core technologies and creating exemplary applications in various fields [6] - The plan includes three key actions: strengthening blockchain research, building a national blockchain hub, and developing demonstration applications in sectors like AI and healthcare [6] Power Market - The National Development and Reform Commission announced plans to accelerate the construction of a power spot market by the end of 2025, aiming for comprehensive coverage and continuous settlement operations [7] - The evolving energy landscape necessitates a supply guarantee mechanism to ensure reliable electricity supply amid tightening supply-demand conditions [7]