谷歌重磅发布Gemini3，股价一度涨近7%创历史新高，AI应用产业再迎催化！工信部升级玩具安全强制性新标准，利好行业龙头——《投资早参》

Important Market News - The three major US stock indices closed higher, with the Dow Jones up 0.10%, S&P 500 up 0.38%, and Nasdaq up 0.59% [1] - Major tech stocks showed mixed results, with Nvidia rising nearly 3% and increasing its market value by $125.4 billion (approximately ¥891.7 billion), while Netflix fell over 3% [1] - Gold prices increased by 0.15%, reaching $4,073.67 per ounce, while international oil prices dropped significantly, with WTI crude down 2.18% to $59.35 per barrel [1] Industry Insights - Google launched its latest inference model, Gemini 3.0 Pro, which shows significant improvements in reasoning, programming, and multimodal capabilities, achieving a visual understanding accuracy of 72.7% [3] - The launch of "Gemini Agents" marks Google's first systematic offering of an AI assistant capable of executing multi-step tasks to consumers [3] - The AI server and new energy vehicle sectors are driving demand for passive components, with AI servers using 8 times more MLCCs than traditional servers, and electric vehicles using 18,000 MLCCs per vehicle, which is 6 times that of fuel vehicles [6] - Windfall Technology announced price increases for various products due to rising metal prices, with price hikes ranging from 5% to 30% across different product categories [5] - The Chinese toy industry is transitioning from a "global manufacturing base" to an "innovation leader," with the domestic market retail sales expected to reach ¥97.85 billion in 2024 and surpass ¥100 billion in 2025 [7] Company Updates - People's Tongtai announced that its controlling shareholder, Harbin Pharmaceutical Group, plans to reduce its stake by up to 579,880 shares, accounting for no more than 1% of the total share capital [8] - Huahai Qingke's shareholder plans to reduce its stake by up to 353,410 shares, also not exceeding 1% of the total share capital [8] - Langke Intelligent's controlling shareholder plans to reduce its stake by up to 363,630 shares, representing 1.19% of the total share capital [9]