Market Overview - The Shanghai Composite Index increased by 0.69% to 3534.48 points, the Shenzhen Component Index rose by 2.04% to 10913.84 points, and the ChiNext Index gained 3.17% to 2277.15 points [1] - Sectors such as telecommunications and biomedicine showed strong performance, while water conservancy, rare earths, and optical module CPO concepts were notably active [1] Key News - Three food delivery platforms, Ele.me, Meituan, and JD, were summoned by the State Administration for Market Regulation on July 18, emphasizing the need for compliance with the E-commerce Law and promoting a healthy ecosystem among consumers, merchants, delivery riders, and platforms [1] - The 3rd China International Supply Chain Promotion Expo was held in Beijing from July 16 to 20, with Vice Premier He Lifeng highlighting China's role in global supply chains and its commitment to digital, intelligent, and green transformation [1] AI Industry Insights - OpenAI held a live event on July 18, introducing the ChatGPT Agent, which possesses autonomous thinking and action capabilities, selecting appropriate tools from its skill set for complex tasks [2] - Minsheng Securities noted the intensifying tech competition among major powers, stressing the necessity for domestic AI computing power, with a focus on the development of chips and software ecosystems as critical for the AI industry [2] - The Cloud Computing 50 ETF (516630) tracks a high AI computing power index, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers, and is noted for having the lowest total expense ratio among ETFs tracking this index [2]
三家外卖平台企业被约谈,OpenAI发布重磅新品催化AI算力需求