Group 1 - The U.S. stock market has experienced a fourth consecutive day of gains, with the Nasdaq index rising by 0.42%, driven by large technology stocks like Intel, which surged by 7%, and Tesla, which increased by 3% [1] - The unexpected decline of 32,000 jobs in the U.S. private sector in September has raised concerns about economic cooling, leading to increased bets on potential interest rate cuts by the Federal Reserve [1] - The current rise in the U.S. stock market appears to be more influenced by expectations of continued interest rate cuts rather than direct economic indicators, creating a paradoxical situation [1] Group 2 - The performance of the U.S. stock market does not significantly impact the A-share market, as the Chinese central bank has indicated that its monetary policy operates independently of U.S. rate cuts [3] - The A-share market's technology stocks are experiencing a dynamic performance, with various sectors rising and falling, indicating a shift towards more substantial growth driven by domestic innovation and strong earnings [3] - The ongoing rise in A-share technology stocks is not merely speculative but is supported by technological advancements and performance metrics, suggesting a more stable growth trajectory [3] Group 3 - Key themes in A-share technology stocks include a focus on computing power, semiconductor and chip sectors, and solid-state batteries and energy storage, with the latter gaining significant attention due to its foundational role in technology [4]

▲活动现场 据悉，此次签约的项目涉及多个产业领域。这些重大项目的落地，将进一步助推成都重点产业链"补空白、强弱项、国产自主"，以重大项目的有效支撑，赋 能特色优势和新兴产业加快发展。 成都签约重大项目100个 活动期间，中国动漫集团与四川旅投漫话世界旅游开发有限责任公司、成都盛游传媒有限公司签署合作协议，标志着中国动漫直播基地成都分基地项目正式 落户成都。"基地将以成都动漫产业为根基，深度融合'动漫+科技+演艺'创新路径，打造沉浸式动漫演艺消费场景和具有全国影响力的动漫演艺赛事品 牌。"中国动漫集团有限公司副总经理孙浩曾在接受媒体采访时表示，公司对在蓉发展充满期待。 ▲活动现场 9月26日，红星新闻记者从成都市投资促进局获悉，在此次2025中外知名企业四川行活动中，成都围绕活动借势赋能、以会招商，聚焦"立园满 园"行动和"进解优促"工作部署，统筹市级相关部门及全市招商力量主动出击，迅速掀起一轮投资促进热潮。数据显示：本次活动，成都市签约 重大项目100个，协议总投资超1100亿元。 成都市投资促进局相关负责人介绍，本次活动，成都市签约重大项目100个，协议总投资超1100亿元，涉及多个产业领域。这些项目的落地 ...

周末吹国产芯片太狠了。各种角度，各种姿势吹，吹太过了。 但是真正深入研究过的人会发现，吹的太狠，但整个产业链少了一个必要环节！ 代工厂！国产代工厂！ 大部分人根本不知道3月国产芯片真正跌的原因（包括hwj）。 表观上是几个大厂capex不行，再深一步，发觉是h20断供！ 所以3-5月国产算力跌的是"巧妇难为无米之炊"，不是没需求，是没供给。看懂了吗？ 现在要讲国产自主强的逻辑，上周五我们写个那篇也只点评ds 3.1适配国产FP8，需求会变好。这是个边 际变好。 但是没有解读一个东西，供给！ 所以这个逻辑里面还有一环没补上！供给！ 万众瞩目，需要一个东西，需要良率提升！ 看懂了吗？ 再进一步可以挖到台积电早断了所有你们想的到的代工！不然那么多大厂自研芯片 眼巴巴的望着国产 良率？它们都是大户。 ...