A股盘前播报 | 三部门发文 事关互联网平台价格行为 专家解读来了

Group 1: Industry Developments - Major breakthrough in optical computing chip field with the introduction of LightGen, a full optical computing chip supporting large-scale semantic media generation models, providing hardware acceleration for AI and energy-sensitive scenarios [1] - The Ministry of Commerce emphasizes the need to boost consumption, particularly in the service sector, and aims to remove unreasonable restrictions in the consumption field to release service consumption demand [2] - The National Development and Reform Commission and other departments have released rules to regulate pricing behavior on internet platforms, aiming for healthier and more sustainable development of the platform economy [4] Group 2: Regulatory Actions - The National Internet Information Office and the China Securities Regulatory Commission are intensifying efforts to combat rumors in the capital market, addressing accounts that spread false information and disrupt market stability [3] Group 3: Market Insights - Citic Securities notes increasing factors supporting the appreciation of the RMB, suggesting a focus on aviation, upstream resource products, and domestic consumer goods [6] - Citic Jinshi predicts that A-shares may resonate upward with global markets, recommending investments in dividend value, cyclical sectors, and thematic hotspots [7] - Zhao Securities anticipates a cross-year market rally in A-shares, suggesting a focus on cyclical-related products [8] Group 4: Technological Advancements - The first L3-level autonomous driving license has been issued, marking a significant step towards the commercialization of intelligent driving, with expectations for acceleration by 2026 [9] - The commercialization of humanoid robots is progressing, with leading domestic manufacturers advancing capital processes and exploring investment opportunities in AI and robotics [10] - The National Medical Insurance Administration has included AI-assisted diagnosis in pathology billing, indicating a critical phase for the commercialization of AI in healthcare [11]