Xuan Gu Bao·2025-08-01 00:07Market Overview - US stock market experienced a pullback with the Dow Jones down 0.74%, Nasdaq down 0.03%, and S&P 500 down 0.37% [1] - Notable stock movements include Meta up 11.25%, Microsoft up 3.95%, and Tesla down 3.38% [1] Trade and Tariff Developments - Trump maintains the minimum reciprocal tariff rate at 10% and increases Canadian tariffs from 25% to 35% [2] - A 90-day extension of the US-Mexico tariff agreement has been announced [2] - Trump urges 17 global pharmaceutical giants to significantly reduce drug prices in the US [2] Technology and AI Developments - Nvidia asserts that its chips do not have "backdoors" for remote access or control [3] - Figma, an AI application design collaboration platform, saw a 250% increase on its first day of trading on the US stock market [4] - Apple reports its largest quarterly revenue growth since late 2021, with plans to significantly increase AI investments [5] - OpenAI reveals plans for a "water-cooled" data center project in Norway, set to deploy 100,000 GPUs next year [6] Domestic Policy and Economic Initiatives - The State Council of China approved the "Artificial Intelligence+" action plan to promote large-scale commercialization of AI applications [9] - The National Development and Reform Commission emphasizes the importance of maintaining security in key sectors such as food, energy, and supply chains [9] - The Ministry of Commerce indicates that the US and China will continue to extend previously suspended tariffs for 90 days [10] Sector Insights - The low-altitude economy is set to develop significantly, with Shenzhen planning to establish a comprehensive low-altitude infrastructure by 2026, aiming for a market value exceeding 130 billion yuan [12] - The AI sector is expected to see growth driven by advancements in general and vertical large models, with a focus on enhancing application scenarios [13] - The brain-computer interface market is projected to reach $40 billion by 2030 and $145 billion by 2040, driven by policy support and technological advancements [15] Corporate Announcements - Huayuan Technology plans to invest 600 million yuan in a new production base for high-speed optical modules [18] - Ankai Microelectronics has released a low-power lock control SoC chip [18] - Sanhe Pharmaceutical has signed an investment agreement for a high-end auxiliary material manufacturing base with a total investment of 1.05 billion yuan [18] - Jiexin Technology expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of the year, representing a year-on-year increase of 38.65% to 59.85% [19]