Industry Insights - Beijing plans to build a large-scale data center system in the dawn-dusk orbit with a power capacity exceeding 1 GW, aiming to commercialize space computing capabilities [1] - The State Council emphasizes the need to enhance grassroots medical service capabilities and improve the medical insurance payment and service price adjustment mechanisms [3] - The National Development and Reform Commission warns about the risk of oversaturation in the humanoid robot market, noting that over 150 companies are currently involved in this sector [4] Market Analysis - JPMorgan has upgraded Chinese stocks to "overweight," citing an attractive entry point due to the market's recent pullback and potential support factors such as AI applications and consumption measures [2] - The gaming industry is experiencing a recovery due to an increase in game license approvals, leading to improved supply-demand dynamics and accelerated revenue and profit growth for A-share gaming companies [9] - The release of AI glasses by Alibaba, which integrates a large model and ecosystem services, is seen as a significant opportunity in the AI market, given the vast user base and low current penetration [10] Policy Focus - The National Development and Reform Commission encourages the orderly development of various new energy storage and hydrogen technologies, with a focus on green hydrogen as a potential investment direction [11]
A股盘前播报 | 摩根大通将中国股票上调至超配评级 阿里夸克AI眼镜发布
智通财经网·2025-11-28 00:37