格林大华期货早盘提示-20251010

Report Industry Investment Rating - The report gives a "long (slightly bullish)" rating for the global economy in the macro and financial sector [1] Core View - The global economy maintains an upward direction, with China implementing an AI+ initiative, becoming the preferred stock investment market, and international capital actively increasing positions in China's technology sector. Meanwhile, the AI field is witnessing large - scale infrastructure investments and developments [1] Summary by Related Catalogs Important Information - Sam Altman reveals that OpenAI will make more aggressive infrastructure bets in the next few months, with a "cross - shareholding" model forming an "AI closed - loop economy" [1] - NVIDIA CEO says AI is intelligent enough, and the market is in two exponential growth stages, at the start of a new round of infrastructure construction and industrial revolution [1] - xAI is raising more funds than initially planned, with a total of $20 billion in the ongoing financing round, including NVIDIA's equity investment [1] - Alibaba has established a "robot and embodied AI group", and multi - modal basic models are being transformed into basic agents for real - world applications [1] - Japanese major brokerages are raising their year - end targets for the Nikkei 225 index due to expected economic stimulus plans [1] - In August, the new high of gold was mainly driven by financial investment participants, and the pricing logic shifted from "de - dollarization" to interest - rate cut expectations [1] Global Economic Logic - China implements an AI+ initiative, becoming the preferred stock investment market for 100 surveyed institutions managing $423 billion in emerging - market assets. International capital is actively increasing positions in China's technology sector [1] - OpenAI will make more infrastructure bets, Huawei's Ascend chips are leading, OpenAI promises to buy $6 billion worth of AMD chips, Samsung and Hynix join the Stargate, and Alibaba is promoting 380 billion yuan of AI infrastructure construction [1]