格林大华期货早盘提示-20250918

1. Report Industry Investment Rating - The investment rating for the global economy in the macro and financial sector is (Bullish) [1] 2. Core View of the Report - Overseas funds are continuously flowing into Chinese assets, leading to the rise of popular Chinese concept stocks and new highs in relevant indices. Huawei's report on the future trends of key technologies shows the potential of AGI and AI. The consumption of enterprise - level large - model Tokens in China has increased significantly, and Alibaba has advantages. Ningde Times has high - tech production lines and great potential in the energy storage business. The UK and the US have reached a technology agreement, and the US may set up a mining investment fund. The gold price increase is driven by European and American investors. China's economic policies and international economic trends are also favorable [1] 3. Summary by Related Catalog 3.1 Important Information - Overseas funds are flowing into Chinese assets, with the Nasdaq Golden Dragon China Index reaching a new high since February 2022 and the Hang Seng Tech Index hitting a new high since March [1] - Huawei released the Smart World 2035 series of reports, stating that AGI will be the most transformative driving force in the next decade, and the total computing power of the whole society will increase by 100,000 times in 2035 [1] - The daily average Token consumption of Chinese enterprise - level large models reached 10.2 trillion in the first half of 2025, a surge of 363% compared to the second half of 2024. Goldman Sachs believes Alibaba is in an advantageous position [1] - Morgan Stanley thinks Ningde Times' self - developed production line has high - tech features, with a current utilization rate of over 90%, and it is building new capacity with a target of 1TWh next year [1] - The UK and the US reached a "Technology Prosperity Agreement", and US tech giants will invest over £31 billion in AI and other projects [1] - The rise in the gold price is mainly driven by European and American investors, with significant increases in the US trading session and ETF holdings [1] - The US International Development Finance Corporation is in talks to set up a mining investment fund with a scale of about $5 billion [1] 3.2 Global Economic Logic - China is implementing the "Artificial Intelligence +" action, and the energy storage installation scale will double in three years. In August, a net inflow of $39 billion entered Chinese bonds and stocks [1] - The Federal Reserve has entered an interest - rate cut cycle, and the US Court of Appeals ruled that "reciprocal tariffs" are illegal [1] - US capital goods imports in July reached a record high of $95.8 billion, and the manufacturing industry is accelerating. The eurozone's manufacturing PMI in August exceeded the boom - bust line for the first time since June 2022 [1] - Huawei released the Smart World 2035 series of reports, and Yushu Technology open - sourced a world model - motion architecture for multiple types of robots. Global AI giants are starting a model competition [1]