9月29日早餐 | 摩尔线程上市获通过；8月工业利润大增

Group 1: Market Performance - US stock market rebounded last Friday with the Dow Jones up 0.65%, Nasdaq up 0.44%, and S&P 500 up 0.59% [1] - Tesla shares rose by 4.02%, while Microsoft, Amazon, Google A, and Nvidia saw increases of up to 0.87%. Apple and Meta Platform experienced declines of up to 0.69% [1] Group 2: Policy and Regulations - Trump’s new chip policy mandates that domestic production must match imports on a 1:1 basis, with tariffs imposed on non-compliant manufacturers [2] - The White House clarified that Trump's drug tariffs do not apply to trade agreement partners like the EU and Japan, indicating a 15% rate rather than 100% [3] Group 3: Technology Developments - Apple is reportedly developing a ChatGPT-like application for internal testing of the new Siri [4] - Elon Musk announced on X platform that Tesla is working to scale up its Optimus project [5] - Meta has announced the development of a humanoid robot system, which is considered a strategic initiative on par with augmented reality [6] - Musk officially announced that the FSD (Full Self-Driving) version 14 will begin rollout this week [8] Group 4: Industry Insights - Adata, a major storage module manufacturer, announced it will stop quoting DDR4 prices starting September 29, prioritizing DDR5 and NAND flash supply to key customers [7] - The EU has decided to immediately reinstate sanctions related to Iran's nuclear program, with Iran's military stating readiness to respond to any threats [9] Group 5: Economic Indicators - In China, profits of industrial enterprises above designated size surged by 20.4% year-on-year in August, marking the highest growth rate since December 2023, reversing a 1.5% decline in July [10] - The People's Bank of China emphasized the need for effective monetary policy adjustments to enhance forward-looking and targeted measures [10] Group 6: Market Trends and Predictions - Securities firms discussed holding stocks or cash during the upcoming holiday, with expectations of a "post-holiday rally" in October [12] - The cyclical industries have shown over 65% probability of rising in the fourth quarter, with over 60% likelihood of outperforming the CSI 300 index [12] - The semiconductor sector, particularly GPU manufacturers, is expected to see accelerated development and investment following the IPO approval of domestic leader Moore Threads [14] Group 7: Commodity Prices - Silver prices reached new highs, with Shanghai silver closing up 3.90% at 10,936 RMB/kg, and COMEX silver futures rising 2.77% to $46.36/oz [11] - Domestic gold jewelry prices have surpassed 1,100 RMB/g, with major brands planning price increases of approximately 20%-30% post-October [15] Group 8: Corporate Announcements - Galaxy Magnetics plans to acquire 100% of Kyoto Longtai for approximately 450 million RMB [19] - New Dazheng intends to acquire 75.15% of Jiaxin Liheng, expanding its business footprint in key regions [19] - Century Hengtong is set to acquire a 13% stake in Guizhou Qiantong Zhili Technology for 113 million RMB [20]