A股晚间热点 | 高层发声！事关中美关系

Group 1 - Zhao Leji, Chairman of the Standing Committee of the National People's Congress, emphasized mutual respect, peaceful coexistence, and win-win cooperation as fundamental principles for developing China-U.S. relations during a meeting with a U.S. congressional delegation [1] - Zhao expressed the willingness of the National People's Congress to enhance exchanges with the U.S. Congress and to play a constructive role in promoting the development of China-U.S. relations [1] Group 2 - Gold prices reached a record high, with December futures settling at $3,775.10 per ounce, marking the 36th time this year that gold prices have set a new closing record [2] - On the following day, gold prices surpassed $3,800 per ounce, continuing the upward trend [2] Group 3 - The Chinese Ministry of Foreign Affairs stated that discussions on increasing imports of U.S. soybeans would depend on negotiations, emphasizing that trade wars do not benefit either side [3] - The People's Bank of China Governor Pan Gongsheng met with Ray Dalio, founder of Bridgewater Associates, to discuss international economic conditions and financial market dynamics [4] Group 4 - The semiconductor sector experienced a surge, with a 1.12% increase in the index, driven by significant news including Nvidia's partnership with OpenAI and a planned investment of up to $100 billion [4] - Notable stocks in the semiconductor sector, such as Xidian Co. and Changchuan Technology, reached their daily limit up [4] Group 5 - Tianhong Fund announced a reduction in the management fee for its Tianhong Yu'ebao money market fund from 0.08% to 0.07%, marking the first fee reduction in over 10 years [6] - This fee reduction is seen as a potential start of a broader reform in money market fund fees, influenced by declining yields and regulatory policies [6] Group 6 - The U.S. stock market showed mixed results, with the Dow Jones up by 0.65% while the Nasdaq fell by 0.38% [8] - TSMC shares rose over 4% amid reports of a price increase for its 2nm node technology [8] Group 7 - India's currency, the rupee, fell to a historic low against the dollar, with a decline of nearly 0.6% [9] - The Indian stock market also faced a downturn, with a drop of nearly 0.5%, attributed to the impact of increased H-1B visa fees on the IT sector [9] Group 8 - The Swedish central bank lowered its policy interest rate by 25 basis points to 1.75%, exceeding market expectations [10] - The central bank indicated that the policy rate is expected to remain at this level for the foreseeable future if inflation and economic activity forecasts hold steady [10] Group 9 - The penetration rate of passenger cars equipped with combined driving assistance systems exceeded 60% in China, with sales reaching 7.76 million units in the first seven months of 2025 [12] - The growth in this sector is attributed to advancements in technology and increasing consumer demand for smart vehicle features [12] Group 10 - Guohai Securities maintained a "recommended" rating for the driving assistance industry, highlighting the trend of strategic collaborations among automakers and solution providers [13] - The industry is seeing a shift towards integrated hardware and software solutions, enhancing the influence of domestic suppliers in the market [13]