Industry Highlights - Changxin Storage launched its latest DDR5 product series with a maximum speed of 8000 Mbps and a maximum chip capacity of 24 Gb, showcasing the competitive technological strength of domestic storage chips [1] - The "first domestic GPU stock" Moer Thread initiated subscription with an issue price of 114.28 yuan per share, aiming to raise a total of 8 billion yuan for the development of new AI chips and graphics chips [1] - The White House is considering approving the export of Nvidia's H200 AI chips to China, with the U.S. Department of Commerce reviewing potential changes to export restrictions [1] Market Dynamics - U.S. stock markets saw collective gains on November 22, with the Nasdaq China Golden Dragon Index rising by 1.23%, following dovish comments from Federal Reserve officials regarding potential interest rate cuts [2] - WTI crude oil futures fell by 1.6% to $58.06 per barrel, influenced by expectations of a possible peace agreement between Russia and Ukraine [2] Stock Market Trends - Hong Kong's Hang Seng Index dropped by 2.38% on November 21, marking a weekly decline of 5.09%, while the Hang Seng Tech Index fell by 3.21% [3] - The Shanghai Composite Index experienced a single-day drop of 2.45%, the second-largest decline of the year, with significant inflows into equity ETFs as investors sought to capitalize on lower prices [3] Corporate Developments - 16 hard technology products received rapid approval, including AI and chip ETFs from various fund companies, indicating a growing interest in technology-focused investments [3] - Huawei is set to launch the Mate 80 series and Mate X7 on November 25, potentially featuring the new Kirin 9030 chip [4] Economic Insights - China's inbound tourism has surged, with a year-on-year increase of over 100% in visitor numbers, particularly from the U.S. and France, indicating a strong recovery in the tourism sector [12] - The Ministry of Industry and Information Technology announced the initiation of commercial trials for satellite IoT services, aiming to enhance market supply and support emerging industries [13]
长鑫存储、摩尔线程、英伟达,重磅!美联储,利好;766亿,抄底!