7月3日早餐 | 证监会称健全常态化稳市机制；美光伏概念股大涨

Group 1 - US stock market saw a significant rise in technology stocks, with the Nasdaq up 0.94% and notable gains in Tesla (4.97%), Nvidia (2.58%), Apple (2.22%), and Google A (1.59%) [1] - Chinese photovoltaic stocks surged, with JinkoSolar rising 15.82%, Daqo New Energy up 15.75%, and Canadian Solar increasing by 11.26% [2] - The US ADP employment report showed an unexpected decrease of 33,000 jobs in June, marking the first decline in over two years [4] Group 2 - Oracle and OpenAI are expanding their partnership, planning to build more data centers in the US [5] - Elon Musk's AI venture secured $10 billion in funding, raising its valuation to $113 billion, with Grok 4 set to launch soon [6] - Copper prices in London rose above $10,000 for the first time since March 25, with other metals like aluminum, zinc, nickel, and tin also experiencing increases [8] Group 3 - The Chinese government is focusing on capital market reforms to enhance the attractiveness and competitiveness of the A-share market [11] - The silicon material market is showing signs of recovery due to positive market signals and easing supply-demand conditions [11] - The Chinese cement industry is undergoing structural adjustments to promote high-quality development and stabilize growth [24] Group 4 - Notable company announcements include Nengte Technology's plan to repurchase shares worth 300 million to 500 million RMB at a maximum price of 4.70 RMB per share [25] - Jiangsu Huachang's expected net profit for the first half of the year is projected to be between 480 million and 560 million RMB, reflecting a year-on-year increase of 70% to 100% [28] - Companies like Meinuohua and Jihong Co. are also forecasting significant profit increases due to rising revenues and improved gross margins [28]