Industry Insights - The Chinese government aims to improve the carbon emission rights and water rights trading systems by 2027, establishing a more active market for resource and environmental factors [2] - The U.S. has suspended the sale of certain key technologies, including jet engine technology, to China, which may accelerate China's domestic development of commercial aircraft power systems [4] - Zhejiang province has set a target for AI computing power to reach 60 EFlops by 2027, indicating a strong policy foundation for domestic AI computing infrastructure [11] Company Developments - Dell Technologies has reported that AI server orders have exceeded expectations, leading to a positive revenue outlook and a post-market increase of over 9% [9] - Tesla's Model Y autonomous driving vehicles are set to be delivered to customers in June, signaling a pivotal moment for the autonomous driving industry [10] - Pinggao Group has signed a contract worth 397 million yuan for computing power resource services, indicating growth in the tech services sector [14] - China State Construction has secured three major projects totaling 8.23 billion yuan, reflecting ongoing infrastructure investment [14]
A股盘前播报 | 特朗普关税政策暂时恢复 两办发文推进碳排放权等市场化交易
智通财经网·2025-05-30 00:29