盘前速览 | 卫星有望跃迁“AI基础设施”，红利板块走强

Macroeconomic Dynamics - The US November CPI increased by 2.7% year-on-year, lower than the expected 3.1%, leading to a slight adjustment in market expectations for a Federal Reserve rate cut [1] - Trump announced plans to soon reveal a candidate for the next Federal Reserve chair who supports low interest rates, along with intentions to reform housing and drug prices [1] - Sell-side views suggest that the US economy may trend towards "repair" or even "overheating" in the baseline scenario next year [1] Satellite Internet - Sell-side perspectives indicate that once satellites possess distributed computing capabilities, SpaceX's business model will transition from "communication" to "AI infrastructure" [1] - Related ETF: Satellite Industry ETF (on-market: 159218) [1] Semiconductor - Micron's performance and guidance significantly exceeded expectations, with Q2 revenue guidance far above market forecasts [1] - Chip shortages persist, leading Honda to suspend some production in Japan and China [1] - ADI plans to raise prices by approximately 15% across its entire product line starting February 2026 [1] - Rumors suggest that Changxin Storage's wafer prices have increased by 40%, with module prices rising by 100% [1] - Related ETF: Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] Robotics - The world's first mass-produced humanoid embodied intelligent robot production line for new energy power battery PACK has commenced operations at CATL's base [1] - Related ETF: Robotics Index ETF (on-market: 560770, off-market link: 020482) [1] Artificial Intelligence - OpenAI is in preliminary discussions for a new round of financing, with a valuation potentially reaching $750 billion [1] - ByteDance's Doubao large model has surpassed 50 trillion daily calls [1] - The ChatGPT app store has officially launched, integrating applications such as Adobe and Apple Music [1] - Related ETFs: Cloud Computing ETF (on-market: 159890, off-market link: 021716), Software Leaders ETF (on-market: 159899, off-market link: 018385) [1] Nuclear Fusion - Trump Media Technology Group plans to merge with TAE Technologies, with intentions to begin site selection for a fusion power plant in 2026 [1] Market Observation - On December 18, trading volume was 1.6555 trillion, down by 155.7 billion. The market is digesting the previous day's gains, with defensive sectors like banking, coal, and oil leading the rise [1] - The satellite internet sector is experiencing a rebound as expected, with rotation in themes such as consumption, Ant Group's Afu, and nuclear fusion [1] - The market is awaiting the outcome of the Bank of Japan's interest rate decision, which, if in line with expectations, could trigger a rebound [1]