A股晚间热点 | 高层发声！坚定不移推进高水平对外开放

Group 1 - Xi Jinping emphasizes the importance of high-level opening up to attract global resources and elements, stating that China's development is inseparable from the world [1] - The article highlights that continuous expansion of opening up and improving the level of openness is a key factor for China's ongoing achievements [1] - The message conveys that China's door to openness will not close but will continue to open wider [1] Group 2 - The U.S. June CPI increased by 2.7% year-on-year, slightly above the expected 2.6%, with a month-on-month increase of 0.3% [2] - Core CPI for June also rose by 2.9% year-on-year, meeting expectations but slightly lower than the anticipated month-on-month increase [2] Group 3 - The Central Urban Work Conference outlines a shift in urban development from large-scale expansion to quality improvement and efficiency enhancement [3] - The meeting emphasizes the need for a new model of real estate development and cautious approaches to urban renewal without strong stimulus measures [3] - Systematic deployments were made regarding urban infrastructure, ecological protection, cultural preservation, and smart governance [3] Group 4 - The 11th batch of national drug centralized procurement has been initiated, with 55 varieties selected for procurement [4] - The procurement rules will adhere to principles of clinical stability, quality assurance, and prevention of market distortion [4] Group 5 - Nvidia's H20 chip has been approved for export to China, marking a significant development in U.S.-China tech relations [5][9] - The approval is expected to enhance Nvidia's market presence in China, contributing to its stock performance [9] Group 6 - The State Administration for Market Regulation is intensifying efforts to regulate the live e-commerce industry, addressing issues that harm consumer interests [6] - The initiative aims to maintain the rights and interests of consumers and operators in the live e-commerce sector [6] Group 7 - The National Financial Supervisory Administration has issued guidelines to prevent local asset management companies from concealing bad assets through misleading practices [7] - New regulations include limits on financing and investment balances to mitigate liquidity risks [7] Group 8 - The Ministry of Commerce has adjusted the "Catalog of Technologies Prohibited from Exporting and Restricted from Exporting," adding new restrictions on battery cathode material preparation technologies [8] Group 9 - The U.S. stock market showed mixed results, with Nvidia's stock rising nearly 4%, reaching a new historical high [9] - The Q2 earnings season is underway, with analysts predicting a 5% growth in S&P 500 companies' earnings, the slowest since Q4 2023 [10] Group 10 - The human-shaped robot industry is experiencing rapid growth, with significant increases in shipments and a promising outlook for commercialization [14] - Companies like Jinli Permanent Magnet are expected to report substantial profit increases, with projections of over 150% growth [17]