A股盘前播报 | 金融领域重磅发布会今日召开 OpenAI与立讯精密牵手

Company Insights - OpenAI has signed a hardware manufacturing agreement with Luxshare Precision, planning to launch its first consumer device by the end of 2026 [2] - Luxshare Precision may not be the only Apple supplier involved, as GoerTek is also expected to provide speaker modules for OpenAI's first consumer hardware product [2] - Sunflower plans to acquire 100% equity of high-end semiconductor materials company Xipu Materials [12] Industry Insights - The State Council's Food Safety Office is accelerating the formulation of national standards for prepared dishes and promoting their use in the catering sector to better protect consumer rights [3] - The demand for high-performance computing chips is expected to surge due to the rapid development of AI and autonomous driving applications, increasing capital attention on the GPU industry chain [9] - The 11th batch of drug procurement has introduced a "no internal competition" rule, optimizing procurement rules to avoid excessive low-price competition and ensuring product quality and reasonable profit margins for generic drug companies [10] - The Democratic Republic of Congo has extended its cobalt export ban, which may lead to a significant increase in cobalt prices as inventory depletion accelerates [11]