Xin Lang Cai Jing·2025-09-28 14:49Group 1 - Alibaba announced a "three-year 380 billion yuan AI infrastructure construction plan" and a plan to "increase global data center energy efficiency by 10 times by 2032," reinforcing the long-term logic of domestic computing power investment [1] - During the economic recovery, China aims to maintain reasonable growth in key industries while focusing on structural optimization and efficiency improvement [1] - Plans for the electronic information, automotive, power equipment, light industry, steel, and building materials sectors have been rolled out, with continued attention on the progress of anti-involution [1] Group 2 - Rare earth prices continued to stabilize this week, and food delivery subsidies have decreased, leading to ongoing recommendations for the rare earth and internet sectors [1]