A股盘前播报 | 中概股深夜逆势大涨 八部门发文推动数字消费

Group 1: Industry Developments - Xi Jinping announced a new round of national contributions, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [1] - The U.S. and EU reached a trade agreement to lower tariffs on EU imported cars to 15%, effective retroactively from August 1 [3] - The Chinese Ministry of Commerce emphasized the importance of protecting the rights of Chinese enterprises in the U.S. and stabilizing Sino-U.S. economic cooperation [4] Group 2: Market Performance - U.S. stock indices fell, but Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index rising by 2.83% and Alibaba increasing by over 8% due to its commitment to invest more in AI infrastructure [2] - Copper prices jumped by 2% following production halts at the Grasberg mine, with expectations of strong prices due to supply disruptions and increased demand from home appliance subsidies and power grid investments [9] - Following Goldman Sachs, UBS also raised Tesla's third-quarter delivery expectations, indicating a potential acceleration in new model launches and advancements in robotics and electric vehicles [10] Group 3: Policy Focus - Eight departments issued a document to promote digital consumption, highlighting the need for increased supply of AI terminal products, which presents opportunities for hardware manufacturers [8] Group 4: Company Announcements - Upbeat announcements included a planned acquisition of 37% of shares by Zhiyuan Robot's associated company [11] - Negative announcements included a reduction in shareholding by major shareholders in several companies, indicating potential market volatility [13]