A股盘前播报 | 美联储连续第三次按兵不动；特朗普政府拟修改AI芯片限制

Macro - The Federal Reserve has maintained its interest rate target range at 4.25% to 4.50% for the third consecutive time, aligning with market expectations. Powell expressed a cautious stance on rate cuts, emphasizing the resilience and good condition of the U.S. economy [1] Industry - The Trump administration plans to modify AI chip restrictions from the Biden era, with the U.S. Department of Commerce indicating that the previous rules were overly complex. This news led to a more than 3% increase in Nvidia's stock [2] Market - The China Securities Regulatory Commission has issued a significant reform plan aimed at enhancing the alignment of interests between fund companies and investors. The plan promotes a performance-based floating management fee model for newly established actively managed equity funds and requires a comprehensive performance-based assessment system for fund companies [3] Macro - China's foreign exchange reserves increased by 1.27% month-on-month to $3,281.7 billion as of the end of April 2025, with the central bank having increased its gold reserves for six consecutive months, reaching 7.377 million ounces by the end of April [4] Policy Focus - Guangdong has issued a plan to boost consumption, particularly in the automotive sector, with expectations of a 2.5% year-on-year increase in domestic car sales, reaching 26.21 million units in 2025 [9] Market Buzz - The first humanoid robot sports competition is set to take place in August 2025, with the humanoid robot industry expected to experience explosive growth driven by mass production and new product releases [10] - Apple is considering adding AI search capabilities to its browser, which could challenge Google's dominance in the search market, potentially leading to significant business opportunities [11]