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雪球·2025-03-04 09:08

Group 1: Market Overview - A-shares showed resilience under tariff policy impact, with the Shanghai Composite Index rising 0.22% to 3324.21 points, and the Shenzhen Component Index increasing 0.28% to 10679.44 points, while the ChiNext Index fell 0.29% to 2190.08 points [1] - Over 4000 stocks rose, with nearly 100 stocks hitting the daily limit, indicating strong market activity [1] - The trading volume in the Shanghai and Shenzhen markets reached 143.56 billion yuan, a decrease of 18.91 billion yuan from the previous day [2] Group 2: RISC-V Chip Concept - The RISC-V chip concept experienced a surge, with stocks in the chip industry chain rising significantly due to news catalysts [4] - A policy is expected to be introduced in China to further promote the use of open-source RISC-V chips, which are seen as crucial for achieving chip autonomy in China [5] - RISC-V architecture is open-source, allowing free use and modification, and is considered a potential third major architecture ecosystem alongside X86 and ARM [6] Group 3: Tariff Policy Impact - Under Trump's tariff policy, the U.S. stock market faced significant declines, with the S&P 500 experiencing its largest drop of the year and the Nasdaq erasing all gains since the last election [8] - Trump announced a 25% tariff on goods from Mexico and Canada, pressuring these economies and straining North American trade relations [9] - China responded with countermeasures, including tariffs on U.S. agricultural products and a list of U.S. entities subject to export controls [9] Group 4: Robotics Sector Development - The robotics sector saw a rebound following the release of a government plan aimed at advancing humanoid robot technology in Shenzhen, targeting breakthroughs in key components and AI integration by 2027 [12] - The plan aims to cultivate over 10 companies valued at over 10 billion yuan and achieve 50 billion-level application scenarios [12] - Experts predict that 2025 will mark the year of mass production for humanoid robots, positioning it as a key technology sector for China's innovation strategy [13]