A股盘前播报 | 中美就经贸问题举行会谈 八部门推进智能网联汽车准入和上路通行试点

Macro - China and the US held talks in Madrid on September 14 regarding trade issues, including tariffs, export controls, and TikTok [1] - The Chinese Ministry of Commerce urged the US to correct its wrong practices and stop unreasonable suppression of Chinese companies [1] Industry - The Ministry of Commerce announced an anti-dumping investigation on imported analog chips from the US and initiated an anti-discrimination investigation regarding US measures in the integrated circuit sector [2] - Eight departments, including the Ministry of Industry and Information Technology, issued a plan to promote the industrial application of intelligent connected vehicles and conditionally approve the production access of L3-level models [3] - A draft national standard for pre-prepared food has passed review and will soon seek public opinion, requiring restaurants to disclose the use of pre-prepared dishes [4] Market Commentary - Domestic advanced storage capacity is expanding, and demand for storage is expected to grow due to AI servers and terminals, alongside opportunities for domestic substitution [7] - The digital RMB is encouraged for cross-border payments, enhancing independence and security while promoting regionalization of cross-border payments [8] - Tesla's stock surged nearly 14% in two days, with expectations that related companies in the supply chain will continue to benefit from advancements in humanoid robots, autonomous driving, and electric vehicles [9]