A股盘前播报 | 国家主席习近平同美国总统特朗普通电话 中概股指数涨近3%

Macro - President Xi Jinping and President Trump held a phone call, emphasizing the overall stability and positive direction of China-U.S. relations, advocating for cooperation and mutual respect [1] - The People's Bank of China (PBOC) conducted a 1 trillion yuan MLF operation to maintain liquidity in the banking system, with predictions of a potential new round of reserve requirement ratio (RRR) cuts by year-end [3] Market - U.S. stock markets rebounded with the Nasdaq rising 2.69%, marking the largest single-day gain since May, driven by expectations of a 25 basis point rate cut by the Federal Reserve in December, with an 81% probability [2][13] - The Nasdaq China Golden Dragon Index increased by 2.82%, reflecting positive sentiment in Chinese concept stocks [2][13] Industry - Trump signed an executive order to launch the "Genesis Project," aimed at utilizing artificial intelligence to transform scientific research and accelerate discoveries, directing the Department of Energy to create an AI experimental platform [4] - The domestic AI competition is intensifying with Alibaba's launch of the Qianwen project, indicating a shift towards application-level AI, with expectations for increased investment in AI infrastructure [10] - The storage sector is experiencing a strong rebound, with predictions of long-term tightness in memory supply driven by surging AI inference demand, suggesting a super cycle for storage companies [11] - China's space exploration initiatives are gaining momentum, with plans to explore the origins of life in the universe, indicating potential investment opportunities in the commercial space sector [12]