A股盘前播报 | 国办发文！提及人工智能、无人体系建设

Industry Insights - The State Council issued an implementation opinion to accelerate the cultivation and large-scale application of AI technology, emphasizing the development of a comprehensive unmanned system across land, sea, and air [1] - NAND flash memory prices surged by up to 50% due to increased demand driven by AI, causing major module manufacturers to pause shipments and reassess pricing [2] - The Chinese Ministry of Commerce responded positively to the Netherlands' request for discussions regarding semiconductor supply chain issues, indicating a willingness to negotiate [3] - October's CPI rose by 0.2% year-on-year, while PPI saw its first increase of 0.1% this year, suggesting a recovery in domestic consumption and a potential for moderate inflation in the coming months [4] Market Trends - Citic Securities advises not to avoid AI narratives amidst market volatility and suggests moderate allocations in chemical and non-ferrous sectors [7] -招商证券 highlights the potential for cyclical stocks to benefit from next year's economic recovery and recommends positioning in cyclical sectors [8] - Industrial opportunities in steel and chemicals are emphasized by Industrial Securities, citing improvements in CPI and PPI as indicators of economic recovery [9] Policy Developments - A white paper on carbon peak and carbon neutrality was released, promoting the construction of a new energy system, with expectations for significant growth in energy storage demand [10] - Strategic cooperation between two major state-owned enterprises is expected to deepen reforms and create investment opportunities in their listed subsidiaries [11] - Research by Goldman Sachs indicates that key suppliers in the robotics supply chain are entering a competitive phase, focusing on mass production capabilities and cost reduction [12]