A股盘前播报 | 保险资金长周期考核机制落地 上交所发布施行科创成长层指引

Group 1: Macro Insights - The Ministry of Finance has implemented a long-term assessment mechanism for insurance funds, aiming to establish a three-year evaluation framework to mitigate the impact of short-term market fluctuations on insurance companies' performance [1] - The new mechanism is expected to address the prevalent issue of "long money short investment," allowing insurance funds to adopt a more stable investment approach [1] - The article emphasizes the importance of strategic positioning in urban development, advocating for a coordinated regional development strategy to enhance urban growth and contribute to China's modernization efforts [4] Group 2: Market Developments - The Shanghai Stock Exchange has officially launched the Sci-Tech Innovation Growth Tier guidelines, allowing 32 existing unprofitable companies to enter this tier, with new unprofitable companies automatically included upon listing [2] - The guidelines aim to better support high-quality unprofitable technology companies, reinforcing the exchange's commitment to innovation [2] Group 3: Company News - NVIDIA's CEO Jensen Huang is set to hold a media briefing in Beijing, where he is expected to announce a "China-customized" AI chip, reaffirming the company's long-term commitment to the Chinese market [3] - The upcoming product launch is anticipated to strengthen NVIDIA's position in the rapidly growing AI sector in China [3] Group 4: Investment Opportunities - The adjustment of the innovative drug catalog has officially begun, with institutions suggesting that the pharmaceutical technology sector, particularly innovative drugs, presents significant investment opportunities due to optimistic liquidity expectations and ongoing advancements in AI technology [10] - The humanoid robot market is projected to reach nearly 38 billion by 2030, with a compound annual growth rate exceeding 61% from 2024 to 2030, indicating a potential boom in this sector [11] - The RISC-V architecture is rapidly gaining traction, with an expected annual compound growth rate of over 40% for product shipments by 2030, highlighting the growing importance of open-source chip ecosystems [12]