影响市场重大事件：国务院加大人工智能领域金融和财政支持力度，发展壮大长期资本、耐心资本

Group 1: Government Initiatives in AI - The State Council has issued opinions to strengthen the overall planning of intelligent computing power and support innovation in artificial intelligence and software ecosystem cultivation [1][2] - The government aims to enhance financial and fiscal support in the AI sector, focusing on developing long-term, patient, and strategic capital [2][3] - The National Development and Reform Commission will play a leading role in implementing these opinions, promoting the cultivation of AI application service providers and creating an AI application service chain [3] Group 2: Telecommunications and Technology Developments - The Ministry of Industry and Information Technology is set to issue the second batch of millimeter-wave private network frequency licenses, indicating the maturity of the domestic millimeter-wave 5G industry chain [4] - The newly launched Chinese operating system, Galaxy Kirin V11, has achieved significant improvements in user experience, security, and ecosystem richness, with over 16 million deployments [5] Group 3: Economic Developments and Investments - A commercial eVTOL manufacturer, Volant Aviation, has secured a purchase confirmation order worth 3 billion yuan for 10 aircraft, along with a strategic cooperation agreement for financial support [6] - The public fund fee reform is advancing, with potential breakthroughs in floating fee rate funds and public fund sales expense regulations [7] Group 4: Energy Sector Insights - In July, China's electricity consumption exceeded 1 trillion kilowatt-hours for the first time in a month, indicating stable energy supply and resilience [8] - Renewable energy investments have become the dominant force in power investments, with over 80% of investment in key renewable projects expected in 2024 [9] Group 5: Foreign Investment Trends - By the end of 2024, China's foreign investment stock is projected to exceed 3 trillion USD, with over 50,000 enterprises established abroad, contributing to global supply chain stability [10]