A股盘前播报 | 美欧达成15%税率关税协议 中国政府倡议成立世界人工智能合作组织

Group 1: Macroeconomic Developments - The US and EU have reached a 15% tariff agreement, with the EU committing to increase investments in the US by $600 billion [1] - The EU plans to purchase $750 billion worth of US energy products and military equipment [1] Group 2: Agricultural Sector - Ten departments, including the Ministry of Agriculture and Rural Affairs, have jointly issued a plan to promote agricultural product consumption, focusing on optimizing supply, innovating circulation, and activating market potential [2] - The plan aims to enhance the diversity, quality, and differentiation of agricultural consumption [2] Group 3: Education Sector - The State Council has initiated measures to gradually implement free preschool education to alleviate childcare costs [3] - The plan includes guidance for local governments to detail funding arrangements to ensure timely and sufficient financial support [3] Group 4: Artificial Intelligence Industry - The World Artificial Intelligence Conference was held in Shanghai, showcasing an unprecedented scale of exhibitions, including over 40 large models and 60 smart robots [4] - The Chinese government has proposed the establishment of a World Artificial Intelligence Cooperation Organization, with a preliminary consideration for its headquarters to be in Shanghai [4] Group 5: Market Insights - The market is showing signs of a typical "water buffalo" characteristic, with the tech innovation board expected to experience a rebound [6] - There is an increase in market risk appetite, focusing on the rotation and expansion of "technology growth + cyclical" sectors [7] - Recent market activity indicates a high-low switch, with the Shanghai Composite Index expected to continue upward after solidifying at 3600 points [8] Group 6: Policy and Industry Trends - The commercialization of autonomous driving is accelerating, with Shanghai issuing new operational licenses, indicating positive changes in high-level autonomous driving scenarios [9] - The pesticide industry is undergoing a "rectification" campaign to eliminate "involution" competition, which may lead to a recovery in related sectors [10] - Tesla's expansion into the robotics market in China is expected to intensify competition in a trillion-dollar market [11]