影响市场重大事件：英伟达违反反垄断法，市场监管总局依法决定实施进一步调查；AI推理需求导致严重缺货，机构预计2026年QLC SSD出货有望趁势爆发

Group 1 - Nvidia is under further investigation by the State Administration for Market Regulation for violating China's Anti-Monopoly Law and related regulations regarding its acquisition of Mellanox Technologies [1] Group 2 - Dongguan is promoting the construction of low-altitude demonstration traffic routes, offering subsidies for drone logistics routes and providing significant financial incentives for eVTOL aircraft certification [2] Group 3 - TrendForce reports a severe shortage in Nearline HDDs due to increased AI inference demand, predicting a potential explosive growth in QLC SSD shipments by 2026 [3] Group 4 - Shanghai's government has issued an action plan to promote the high-end medical device industry, aiming for over 500 new domestic Class III medical device registrations and 100 new overseas approvals by 2027 [4] Group 5 - The People's Bank of China in Shanghai emphasizes enhancing financial support for stabilizing foreign trade and investment, reporting a total cross-border RMB payment of 18.83 trillion yuan in the first seven months of the year [5] Group 6 - The Global Supply Chain Development and Stability Xiamen Initiative has been launched, focusing on building a resilient supply chain and integrating technologies like AI and big data [6] Group 7 - Hunan has launched its first low-altitude economic internet platform, allowing users to book drone services similar to ride-hailing apps, focusing on various applications such as logistics and emergency rescue [7][8] Group 8 - The National Data Bureau has announced a list of 140 pilot units for high-quality data set construction, aiming to enhance data management and promote technical exchanges [9] Group 9 - Guangzhou has issued a work plan for becoming a national pilot city for vehicle-to-grid (V2G) applications, targeting significant infrastructure development and energy management by 2027 [10] Group 10 - A multi-functional suborbital manned pre-research project has been approved, focusing on key technologies and system development for commercial suborbital vehicles [11]