Core Viewpoint - Lanke Technology has seen a continuous increase in stock price, reflecting positive market sentiment and potential growth in the cloud computing and artificial intelligence sectors [1]. Company Overview - Lanke Technology, established on May 27, 2004, and listed on July 22, 2019, is headquartered in Shanghai, focusing on chip-based solutions for cloud computing and AI [1]. - The company's revenue composition includes 93.44% from interconnect chips, 6.37% from server platforms, and 0.19% from other sources [1]. Stock Performance - As of September 23, Lanke Technology's stock price is 126.31 CNY per share, with a market capitalization of 144.644 billion CNY and a trading volume of 7.298 billion CNY [1]. - The stock has experienced a cumulative increase of 6.13% over the past three days [1]. Fund Holdings - The Caifeng Fund holds a significant position in Lanke Technology, with its Caifeng Smart Consumer Stock A fund (010703) owning 15,900 shares, representing 2.56% of the fund's net value [2]. - The fund has gained approximately 11.61 million CNY during the recent three-day stock price increase [2]. Fund Manager Performance - The fund managers of Caifeng Smart Consumer Stock A include Zhu Haidong, Gu Hongyuan, and Guo Xin, with varying tenures and performance metrics [3]. - Zhu Haidong has a tenure of 6 years and has achieved a best return of 63.16% during his management [3]. - Gu Hongyuan has been managing for 4 years with a best return of 48.09%, while Guo Xin has a tenure of 1 year with a best return of 45.63% [3].

焦振泉提到，国家疾控局聚焦规范化、多源化、智慧化，全力提升传染病监测预警能力。其中，在全国 二级及以上医疗机构安装传染病智能监测预警前置软件，加强医防信息系统互联互通，实现确诊病例一 键报告、阳性病例提醒报告和涉疫信息自动捕获。此外，推动"人工智能+监测预警"应用场景，运用大 数据、云计算、人工智能等信息技术手段，构建多维度监测预警指标、数据库和模型库，实现涉疫异常 信号的自动触发、自动捕获、自动预警，提升辅助决策水平。 焦振泉说，下一步，国家疾控局将进一步贯彻传染病防治法规定，全力推进建设智慧化多点触发的传染 病监测预警体系，重点提升新发突发传染病、群体性不明原因疾病、重点传染病监测预警的灵敏性、准 确性，不断增强疫情早发现、科学研判和及时预警能力，为经济社会高质量发展和高水平安全提供公共 卫生保障。(完) 来源：中国新闻网 编辑：徐世明 中新网北京9月23日电(记者 国璇) 国家疾病预防控制局监测预警司司长焦振泉23日在北京表示，国家疾 控局会同国家卫生健康委员会等8部门制定指导意见，计划用6年左右时间，到2030年建成多点触发、反 应快速、科学高效的传染病监测预警体系。 当日，国家疾控局举行新闻发布会， ...

Core Insights - The article discusses the release of the "Guidelines for High-Quality Development of Industrial Parks" by the Ministry of Industry and Information Technology and the National Development and Reform Commission, aimed at enhancing the quality and efficiency of industrial parks in China [1] Summary by Categories Industrial Parks Development - Industrial parks are crucial for industrial development and play a significant role in promoting new industrialization and developing new productive forces [1] - The guidelines aim to transition industrial parks from "rapid quantitative growth" to "effective qualitative improvement" [1] Challenges and Standards - Industrial parks are currently facing dual challenges of internal reform and external environmental changes, necessitating higher standards for development in the context of new industrialization [1] Development Directions - The guidelines propose 19 development directions across seven areas, including: - Strengthening characteristic advantageous industries and avoiding low-level, homogeneous competition, with a recommendation to limit to three dominant industries [1] - Optimizing land supply through methods like long-term leasing and flexible tenure arrangements [1] - Encouraging the establishment of new technology facilities such as artificial intelligence and cloud computing in qualified parks [1] Future Actions - The Ministry of Industry and Information Technology and the National Development and Reform Commission will collaborate with local departments to enhance the role of industrial parks in the new industrialization process, contributing to a robust material and technological foundation for Chinese modernization [1]

Core Viewpoint - The Hong Kong stock market is experiencing a correction after a strong breakout, with major tech stocks like Tencent, Kuaishou, and Xiaomi seeing declines, while Alibaba remains relatively stable [1][3]. Group 1: Market Performance - The Hong Kong Internet ETF (513770) has seen a decline of 1.72%, with major constituents such as Tencent, Kuaishou, and Xiaomi dropping over 1% [1]. - The ETF's latest scale has surpassed 11 billion, marking a historical high, with an average daily trading volume of nearly 600 million [6]. - The performance of the Hong Kong Internet ETF has significantly outpaced the Hang Seng Tech Index, with a cumulative increase of over 15 percentage points [4][5]. Group 2: Future Outlook - The upcoming Alibaba Cloud Summit is expected to be a catalyst for the market, focusing on AI, cloud computing, and industry applications [2]. - Analysts from Huatai Securities believe that the acceleration of AI developments will lead to a third revaluation of the Hong Kong stock market, with positive sentiment expected to improve further [3]. - Citic Securities notes that the anticipated interest rate cuts by the Federal Reserve will directly benefit the Hong Kong stock market, with a focus on sectors with strong industrial logic [3]. Group 3: Key Holdings - The top two holdings in the Hong Kong Internet ETF are Tencent and Alibaba, accounting for 15.61% and 13.37% of the ETF, respectively, with the top ten holdings making up nearly 70% of the total [3][4].

Industry Overview Production Industry - The 2025 Yunqi Conference will be held from September 24th to 26th in Hangzhou with the theme of "Cloud-Intelligence Integration, Carbon-Silicon Symbiosis", featuring three main forums and over 110 aggregated topics focusing on AI, cloud computing, and industrial applications [1] Service Industry - At the press conference, the head of the central bank mentioned that the theme was about the mid - to long - term "14th Five - Year Plan" of the financial industry without short - term policy adjustments; the head of the financial regulatory agency stated that the total assets of the banking and insurance industries exceeded 500 trillion yuan with an average growth of over 9% in five years; the head of the CSRC said that the market value of the A - share technology sector accounted for over 1/4, and the number of tech companies in the top 50 market - value companies increased from 18 to 24; the deputy head of the central bank and head of the SAFE mentioned that cross - border two - way investment and financing were active, with overseas institutions and individuals holding over 10 trillion yuan in domestic stocks, bonds, and deposits by the end of July [2] Upstream - Black: Wire rod prices have rebounded [3] - Energy: Crude oil and natural gas prices have slightly declined [3] Midstream - Energy: Coal consumption by power plants has remained stable at a medium level [4] - Agriculture: The production of pig products has increased [4] Downstream - Service: The number of domestic flights has increased [4] Key Industry Price Indicators | Industry Name | Indicator Name | Frequency | Unit | Update Time | Value | YoY | | --- | --- | --- | --- | --- | --- | --- | | Agriculture | Spot price of corn | Daily | Yuan/ton | 9/22 | 2288.6 | -0.50% | | | Spot price of eggs | Daily | Yuan/kg | 9/22 | 7.8 | 1.56% | | | Spot price of palm oil | Daily | Yuan/ton | 9/22 | 9372.0 | -0.30% | | | Spot price of cotton | Daily | Yuan/ton | 9/22 | 15242.2 | -0.09% | | | Average wholesale price of pork | Daily | Yuan/kg | 9/22 | 19.6 | -1.61% | | Non - ferrous metals | Spot price of copper | Daily | Yuan/ton | 9/22 | 80233.3 | -0.95% | | | Spot price of zinc | Daily | Yuan/ton | 9/22 | 21942.0 | -1.22% | | | Spot price of aluminum | Daily | Yuan/ton | 9/22 | 20826.7 | -1.09% | | | Spot price of nickel | Daily | Yuan/ton | 9/22 | 122750.0 | -0.81% | | | Spot price of aluminum | Daily | Yuan/ton | 9/22 | 17081.3 | 0.29% | | Ferrous metals | Spot price of rebar | Daily | Yuan/ton | 9/22 | 3167.5 | 1.07% | | | Spot price of iron ore | Daily | Yuan/ton | 9/22 | 807.4 | -0.06% | | | Spot price of wire rod | Daily | Yuan/ton | 9/22 | 3410.0 | 2.87% | | Building materials | Spot price of glass | Daily | Yuan/square meter | 9/22 | 14.3 | 2.14% | | Non - metals | Spot price of natural rubber | Daily | Yuan/ton | 9/22 | 14908.3 | -1.49% | | | China Plastics City Price Index | Daily | - | 9/22 | 791.3 | -0.34% | | Energy | Spot price of WTI crude oil | Daily | US dollars/barrel | 9/22 | 62.4 | -0.46% | | | Spot price of Brent crude oil | Daily | US dollars/barrel | 9/22 | 66.0 | -1.42% | | | Spot price of liquefied natural gas | Daily | Yuan/ton | 9/22 | 3794.0 | -2.12% | | | Coal price | Daily | Yuan/ton | 9/22 | 784.0 | 1.16% | | Chemicals | Spot price of PTA | Daily | Yuan/ton | 9/22 | 4626.3 | -0.12% | | | Spot price of polyethylene | Daily | Yuan/ton | 9/22 | 7386.7 | 0.11% | | | Spot price of urea | Daily | Yuan/ton | 9/22 | 1655.0 | -0.60% | | | Spot price of soda ash | Daily | Yuan/ton | 9/22 | 1262.5 | 0.00% | | Real estate | National cement price index | Daily | - | 9/22 | 133.3 | 1.86% | | | Building materials composite index | Daily | Points | 9/22 | 114.8 | 1.48% | | | National concrete price index | Daily | Points | 9/22 | 91.7 | -0.45% | [39]

Core Viewpoint - Guangdong Hengsheng Creative Industry Park Co., Ltd. has been established with a registered capital of 5 million RMB, focusing on various services and products in the creative and technology sectors [1] Company Overview - The company is involved in park management services, investment activities, enterprise management, and property management [1] - It offers a wide range of services including land remediation, entrepreneurial space services, and technology-related services such as technical consulting and software development [1] Product and Service Range - The company engages in the manufacturing and sales of wearable smart devices, virtual reality equipment, and various computer hardware and software [1] - It also provides cloud computing equipment services and sales, as well as internet sales excluding licensed goods [1] - Additional offerings include sales and manufacturing of rubber products, hardware products, electronic products, and sound equipment [1] Infrastructure and Consulting Services - The company operates electric vehicle charging infrastructure and provides social economic consulting services [1] - It also offers technology intermediary services, engineering management services, and housing leasing [1]

Group 1 - The ChiNext Index experienced fluctuations, with a peak increase of over 1% before a pullback of 1.75% as of September 23, 2025 [1] - Leading stocks included Changchuan Technology, which surged by 20.00%, followed by Teruid and XianDao Intelligent with increases of 13.85% and 4.31% respectively [1] - The 2025 Yunqi Conference will be held from September 24 to 26 in Hangzhou, focusing on topics such as large models, AI applications, and infrastructure [1] Group 2 - Huatai Securities noted that the current market's sustainability relies on positive feedback from the funding environment, which remains active [1] - The report emphasized that the profitability effect is crucial for the continuation of positive feedback in the funding environment, with current market consolidation probabilities remaining high [1] - Overseas liquidity and geopolitical issues are improving, while domestic fundamentals are on an upward trend, maintaining a mid-term bullish outlook for the market [1] Group 3 - Guosheng Securities highlighted significant volatility in the optical communication sector, but strong demand and large orders in the overseas AI computing power sector indicate a solid fundamental outlook for the optical module industry [2] - The emotional adjustments in the short-term market provide better investment opportunities, with a long-term positive outlook for the optical module sector [2] - The ChiNext ETF closely tracks the ChiNext Index, which consists of 100 stocks with high market capitalization and liquidity, reflecting the performance of the ChiNext market [2]

美国劳工部数据显示，2025财年迄今，近半数H-1B申请集中在"专业、科学与技术服务"领域，其中多 数人才被科技行业吸收。因此，市场普遍预计该领域将成为首当其冲的受影响群体。 美国总统特朗普近日宣布，未来每份H-1B签证的申请费用将提升至10万美元。这一政策一经公布，便 迅速引发市场震荡与热议。投资界普遍关心的核心问题是：如此高昂的签证门槛，将给依赖海外人才的 大型科技公司以及整个华尔街科技板块带来怎样的连锁反应？ 科技行业对外籍劳动力的依赖 薪资结构与成本压力 美国科技巨头历来高度依靠来自印度、中国等国的技术人才，尤其在人工智能、云计算和深度研发等核 心领域。根据去年数据，印度籍员工占到全部H-1B签证持有者的七成以上。按照新规计算，每位新入 职的外籍员工都将附带10万美元的额外成本，这对亚马逊、微软、谷歌、Meta等"七巨头"的运营开支与 利润模型无疑构成压力。 签证新政对不同薪酬层级的员工影响差异显著。大约三成H-1B持有者年薪在10万美元或以下，而仅有 约一成收入超过20万美元。由此可见，新增费用将大幅推高雇佣中低薪外籍员工的边际成本。此前，一 份签证的费用在1700至4500美元之间，而如今的涨幅接 ...

21世纪经济报道见习记者冉黎黎 北京报道 （资料图） 同时，提升园区产业能级。推动传统产业转型升级，引导企业加强技术改造和设备更新，加快新技术、 新工艺、新材料、新装备应用，依法依规淘汰落后产能。瞄准科技前沿和关键领域，立足产业特色优 势，因地制宜加强新兴产业和未来产业的谋划布局，推动场景建设和开放，促进技术创新迭代，积极培 育壮大新赛道新动能。 如王莉所言，《指引》也着力于创新驱动与数字化转型。 具体来看，在提升产业科技创新能力上，《指引》提到，加强创新资源建设和共享。聚焦主导产业发 展，鼓励有条件的园区建设国家技术创新中心、国家制造业创新中心、国家产业创新中心等高水平创新 载体，搭建概念验证、中试验证等创新和服务平台，开放场景推动工业软件应用。强化创新人才引进培 育。建立健全创新人才引育机制，加强政策保障，支持企业引进创新人才和团队。 促进实数深度融合方面，《指引》提出，加强新型信息基础设施建设应用。推进5G、千兆光网、 IPv6、移动物联网等园区网络基础设施部署，推动工业互联网进园区。鼓励有条件的园区打造人工智 能、云计算等新技术设施，提升开源操作系统应用水平，夯实园区数字化智能化发展基础。提高园区数 ...

Group 1 - The core point of the article is that Jinzi Ham (金字火腿) plans to invest up to 300 million RMB in Zhongsheng Microelectronics (中晟微) to acquire up to 20% equity, recognizing the potential of the AI and optical communication industries [1][2] - Jinzi Ham's subsidiary, Fujian Jinzi Semiconductor Co., Ltd., sees Zhongsheng Micro's capabilities in domestic substitution for optical communication chips as promising [1] - Zhongsheng Micro, founded in 2019 by key R&D personnel from U.S. optical communication chip design companies, focuses on the development of high-speed optical module core chips for applications in AI, cloud computing, and telecommunications [1] Group 2 - Zhongsheng Micro is currently not profitable, and its future profitability remains uncertain; the investment will occur in two rounds, with the first round valuing Zhongsheng Micro at 1 billion to 1.3 billion RMB [2] - The valuation for the first round is based on historical financing and industry characteristics, with a potential increase of 9710% based on a 1 billion RMB pre-investment valuation [2] - Jinzi Ham reported a revenue of 170 million RMB in the first half of the year, a decrease of 14.73% year-on-year, and a net profit of 22.92 million RMB, down 25.11% year-on-year [2]