A股特别提示（2-3）：商品暴跌震动全球，电网设备、白酒，CPO概念逆势走强

Group 1 - The Asia-Pacific financial markets experienced a significant sell-off, with the South Korean index dropping 5.26% and the Indonesian index falling 4.88%, triggering trading halts [1] - The A-share and Hong Kong stock indices all fell over 2%, with resource stocks facing severe declines, and over ten commodity futures in the domestic market hitting the limit down [1] - The Shanghai Stock Exchange initiated a program to acquire second-hand housing for rental housing, focusing on matching housing types and layouts to meet talent needs [1] Group 2 - The central government approved the "Modern Capital Metropolitan Area Spatial Coordination Plan (2023-2035)", aiming to build a world-class metropolitan area centered around the capital [2] - The Ministry of Commerce and other nine units launched the "2026 Spring Festival Special Event", covering six aspects to create a consumption feast during the holiday [2] - The second-hand housing market in key cities showed signs of recovery, with significant year-on-year increases in transactions [3] Group 3 - The Hong Kong Hang Seng Index fell 2.23%, with technology and automotive stocks experiencing significant declines [3] - The IPO market remains stable despite rumors of increased inspection ratios and project suspensions, with no new regulatory notifications received by investment banks [3] - The low-altitude economy standard system is being promoted, focusing on five core areas, with a goal to establish a basic system by 2027 [3] Group 4 - Tesla announced the upcoming launch of its third-generation humanoid robot, Optimus, designed to learn new skills by observing human behavior [4] - TSMC's 2nm production capacity is fully booked by global tech giants, with AMD planning to start production in 2026 [4] - Oracle plans to raise up to $50 billion through bonds and equity financing to expand its cloud infrastructure [4] Group 5 - The merger between Devon Energy and Cotera Energy will create a shale drilling giant valued at $58 billion, marking the largest oil and gas industry merger to date [9] - Disney's Q1 2026 revenue increased by 5% year-on-year, reaching $25.98 billion, while net profit decreased by 6% [10] - The international oil prices saw a significant drop due to easing geopolitical tensions and a broader sell-off in commodities [11]