Xin Lang Cai Jing·2025-09-19 02:32Group 1 - The core viewpoint of the article emphasizes that the A-share market continues to show a trend of oscillation and upward movement, supported by the influx of incremental funds [1] - The Ministry of Commerce expresses hope that the EU will not weaponize tariffs and will eliminate market barriers, promoting fair competition and cooperation in industrial development [3] - The Ministry of Commerce responds to the TikTok issue, stating that China will not sacrifice principles and corporate interests for any agreement, emphasizing the importance of fair negotiations [4] Group 2 - Huawei's Vice Chairman Xu Zhijun publicly reveals the company's AI computing roadmap, indicating that the Ascend chip series will see significant advancements over the next three years [8] - NVIDIA announces a $5 billion investment in Intel, marking a significant shift in their relationship as they plan to collaborate on AI infrastructure and personal computing products [9] - A significant reduction in deposits by A-share listed companies is noted, with a decrease of over 100 billion yuan, while wealth management products are on the rise due to lower deposit rates and a recovering equity market [10][11] Group 3 - The Hong Kong police recover 65 kilograms of stolen gold worth approximately 50 million HKD, with 11 arrests made in connection to the theft [12] - The Chinese government responds to pollution claims in Zambia, stating that involved companies are cooperating with local authorities and compensating affected residents [6] - The National Health Commission and the Ministry of Finance release new guidelines for childcare subsidies, emphasizing efficiency and accountability in the application process [7] Group 4 - The stock market sees fluctuations, with the A-share market closing lower on September 18, while the Hong Kong market experiences a significant drop after reaching recent highs [20][21] - European stocks rise following a rate cut by the Federal Reserve, with the technology sector leading the gains [22] - Analysts suggest a dynamic allocation strategy for investors, focusing on emerging markets like A-shares and Hong Kong stocks, which are expected to perform well due to improving fundamentals and policy support [24]