资讯日报：发改委印发《关于深入实施“人工智能+”行动的意见-20250827

Report Summary Report's Industry Investment Rating No information provided. Core Viewpoints of the Report - On August 26, the market failed to continue the previous day's strong performance, with sentiment turning cautious. The three major Hong Kong stock indices tumbled in the afternoon, while the Hang Seng Tech Index reached a new stage high during the session. Southbound funds had a net purchase of HK$16.573 billion [9]. - US stocks opened lower and closed higher on August 26, with all three major indices posting small gains. The Nasdaq rose 0.44%, the S&P 500 rose 0.41%, and the Dow Jones Industrial Average rose 0.3% [9]. - Japanese stocks declined, with the Nikkei 225 Index falling 0.97% and the Topix Index falling 1.08% due to President Trump's dismissal of Fed Governor Cook and deteriorating investor sentiment [13]. Summary by Relevant Catalogs Stock Market Overview - Hong Kong Stock Market: The three major indices tumbled in the afternoon. Technology, semiconductor chip, military, and coal stocks generally declined. Inner - housing stocks' losses widened in the afternoon, and large - financial stocks such as Chinese brokerage and bank stocks also pulled down the market. On the other hand, gold stocks led the non - ferrous metal stocks to strengthen [9]. - US Stock Market: The three major indices rose slightly. Large - cap technology stocks mostly rose, and stocks like Lilly, Echostar, and Boeing had significant increases. Most Chinese concept stocks also rose [9]. - Japanese Stock Market: The market declined. Nissan Motor dropped sharply, while Rakuten Group led the gainers among Nikkei components. Tokyo Electron's rating was downgraded [13]. Key News - Global Macro - Trump dismissed Fed Governor Lisa Cook, raising concerns about the Fed's independence. Morgan Stanley expects the Fed to cut interest rates multiple times from 2025 to 2026 [13]. - US durable goods orders in July decreased by 2.8% month - on - month, better than expected [13]. - China's National Development and Reform Commission issued the "Opinions on Deeply Implementing the 'Artificial Intelligence +' Action" [13]. Industry News - Apple plans to hold a large - scale autumn product launch on September 9, expected to launch the iPhone 17 series [14]. - The Ministry of Industry and Information Technology is about to issue the second batch of millimeter - wave private network frequency licenses, with more enterprises expected to obtain them this year [14]. - Galaxy Kylin Operating System V11 was officially released, with over 1.6 million deployments [14]. Key Charts - US Stocks: The top ten stocks by trading volume included NVIDIA, Tesla, and Microsoft. NVIDIA had a trading volume of $30.5 billion, with a market value of $443.52 billion and a gain of 1.1% [15]. - Japanese Stocks: The top ten stocks by trading volume included SoftBank Group and Ryohin Keikaku Co., Ltd. SoftBank Group had a trading volume of $1069 million, with a market value of ¥2.24395 trillion and a decline of 0.9% [15]. - Nasdaq Golden Dragon China Index: The top ten stocks by trading volume included Alibaba, NIO, and Tencent Music. NIO had a trading volume of $967 million, with a market value of $15 billion and a gain of 10.0% [17].