Nvidia(US:NVDA) Di Yi Cai Jing·2025-09-27 02:24Group 1: Long-term Care Insurance - The National Healthcare Security Administration released the "National Long-term Care Insurance Service Project Directory (Trial)" which defines a standardized payment scope for long-term care insurance funds, providing a clear reimbursement guide for disabled individuals and their families [1][2] - The directory includes 36 service items categorized into 20 living care items and 16 medical care items, covering aspects such as dietary care, hygiene care, and rehabilitation [1] - A dynamic adjustment mechanism for the long-term care service project directory will be explored based on the operational status of the long-term care insurance fund and the evolving needs of disabled individuals [1] Group 2: Service Export Promotion - The Ministry of Commerce and nine other departments issued policies to promote service exports, proposing 13 measures to support service trade, including optimizing tax procedures and enhancing export credit insurance [3] - The policies aim to support new service export models and industries, such as digital services and green services, to cultivate key enterprises and projects in the service export sector [3] Group 3: Steel Industry Growth Targets - The Ministry of Industry and Information Technology announced a plan for the steel industry to achieve an average annual growth of around 4% from 2025 to 2026 [8] - The plan addresses the imbalance between supply and demand in the steel industry and proposes ten measures to enhance quality and reasonable growth [8] Group 4: Cross-Border Trade and Logistics - The reopening of the border between Poland and Belarus allows the resumption of the China-Europe Railway Express, a crucial land trade route connecting China to Europe [9][10] - The railway is vital for logistics, with over 85% of the trains passing through or arriving in Poland, highlighting the importance of this route for EU trade [9] Group 5: Monetary Policy and Market Stability - The People's Bank of China conducted a 600 billion yuan MLF operation, marking the seventh consecutive month of increased liquidity injection to stabilize market expectations [11] - The central bank's actions aim to address significant funding pressures and support government bond issuance while maintaining a stable financial environment [11] Group 6: Cross-Border Brokerage Adjustments - Several cross-border internet brokerages have tightened their account opening requirements for mainland residents, reflecting increased regulatory scrutiny [13][14] - The tightening measures include requiring proof of overseas residency or work, indicating a shift in the operational landscape for cross-border investment services [13][14] Group 7: Nvidia and OpenAI Partnership - Nvidia announced a strategic cooperation with OpenAI, planning to invest up to $100 billion in AI computing systems over the coming years [15] - This partnership aims to enhance computational infrastructure, which is critical for the future economy and supports OpenAI's extensive user base and AI services [15]