Workflow
卫星通信产业爆发,工信部向中国移动颁发卫星移动通信业务经营许可;国产大模型DeepSeek-V3.2模型发布,寒武纪、昇腾适配——《投资早参》
Mei Ri Jing Ji Xin Wen·2025-09-29 22:50

Important Market News - The three major US stock indices closed higher, with the Dow Jones up 0.15%, Nasdaq up 0.48%, and S&P 500 up 0.26%. Major tech stocks showed mixed results, with Nvidia rising over 2% and Amazon over 1%, while Broadcom fell nearly 2% [1] - Spot gold surpassed $3830, closing at $3832.94 per ounce, reaching a new high. COMEX gold futures rose 1.42% to $3862.90 per ounce, and COMEX silver futures increased by 0.97% to $47.11 per ounce. International oil prices saw significant declines, with WTI crude down 3.86% to $63.18 per barrel and Brent crude down 3.51% to $66.79 per barrel [1] - European stock indices closed slightly higher, with Germany's DAX up 0.02% to 23745.06 points, France's CAC40 up 0.13% to 7880.87 points, and the UK's FTSE 100 up 0.16% to 9299.84 points [1] Industry Insights - The Ministry of Industry and Information Technology of China has issued a satellite mobile communication business operating license to China Mobile, following similar licenses granted to China Telecom. This allows major telecom companies to engage in satellite communication services, enhancing emergency communication and services in remote areas. The satellite communication market in China is projected to grow from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, with a compound annual growth rate exceeding 100% [2] - The release of the DeepSeek-V3.2-Exp model introduces a sparse attention mechanism, significantly improving training and inference efficiency for long texts. This innovation has led to a substantial reduction in service costs, with corresponding price adjustments for the official API. Companies like Cambrian and Ascend have adapted to this new model, showcasing advancements in domestic AI capabilities [3][4] - A new world record was set with a 35.1 Tesla steady-state magnetic field achieved by a superconducting magnet developed by the Hefei Institute of Physical Science. This breakthrough is expected to drive advancements in high-temperature superconducting materials and has implications for various applications, including MRI, aerospace propulsion, and efficient power transmission [5][6] Stock Movements - Several companies announced plans for share reductions by major shareholders, including: - Zhenjiang Co. plans to reduce up to 552,900 shares, not exceeding 3% of total shares [7] - Zhiyang Innovation plans to reduce up to 422,500 shares [8] - Andeli plans to reduce up to 341,200 shares, not exceeding 1% of total shares [9] - New Xiangwei plans to reduce up to 459,529 shares, not exceeding 1% of total shares [10] - Sichuan Gold plans to reduce up to 756,000 shares within three months [11]