Nvidia(US:NVDA) 财联社·2025-09-16 00:26Macro News - The article highlights a consensus reached between China and the U.S. regarding the resolution of TikTok-related issues, aiming to reduce investment barriers and promote economic cooperation [1][3] - A significant article by Xi Jinping in the latest issue of "Qiushi" emphasizes the need to address chaotic low-price competition among enterprises, particularly in areas suffering from "involution" [3] - The National Bureau of Statistics reported a 0.1% month-on-month decrease in new residential sales prices in first-tier cities in August, with second-hand residential prices also declining by 1.0% [3] Industry News - The State Council issued a notice to enhance comprehensive regulation of the tourism market, focusing on protecting personal information and preventing unfair practices by online travel platforms [5] - The China Automobile Industry Association announced a payment initiative for suppliers, with 17 major automotive companies, including BYD and NIO, committing to adhere to these payment norms [6] - The launch of Hunan's first low-altitude economy internet platform allows users to book drone services similarly to ride-hailing apps, indicating growth in the low-altitude economy sector [8] Company News - BGI Pharma announced that its BGM0504 tablets have been approved for clinical trials in overweight/obese adults, marking a significant milestone as no similar oral formulations have been approved globally [10] - China Pacific Insurance announced a plan for the free transfer of state-owned equity by Shanghai International Group [11] - Longpan Technology signed a procurement agreement with CATL for lithium iron phosphate cathode materials, indicating a strategic partnership in the battery supply chain [13] Global Market - U.S. stock indices closed higher, with the S&P 500 and Nasdaq reaching new closing highs, driven by strong performances from major tech stocks [12] - International gold prices reached a new record high, with spot gold surpassing $3,685 per ounce, reflecting ongoing market trends [14] Investment Opportunities - Texas Instruments anticipates a 50% growth in its data center business, indicating a recovery in demand for analog chips [18] - The Ministry of Industry and Information Technology plans to support the development of automotive chips and related technologies, highlighting opportunities in the electric and intelligent vehicle sectors [18][19]