盘前要闻 1、磷酸铁锂行业正在发生集体提价行动，机构称锂电行业供需拐点已至 类型：行业 情绪影响：正面 有报道称，磷酸铁锂行业正在发生一场集体提价行动。该报道显示，近期多家龙头企业已向客户发出明 确的涨价通知。龙蟠科技表示，公司销售人员也正在和客户积极沟通涨价事由。开源证券认为，动储需 求旺盛，锂电行业产业链供需拐点已至。 2、发改委主任郑栅洁：采取超常规措施，推动关键核心技术攻关取得突破 类型：宏观 情绪影响：正面 4、英伟达CFO访谈：OpenAI千亿大单尚未敲定，领先优势绝对没缩小 类型：公司 情绪影响：正面 国家发展改革委主任郑栅洁发文横，加快高水平科技自立自强，引领发展新质生产力。加强原始创新和 关键核心技术攻关，采取超常规措施，全链条推动重点领域关键核心技术攻关取得决定性突破。文章还 提出，要做强国内大循环，畅通国内国际双循环。坚持扩大内需这个战略基点，大力提振消费。 3、中央金融办副主任王江：增强上市公司分红稳定性、持续性和可预期性 类型：宏观 情绪影响：正面 中央金融办分管日常工作的副主任王江人民日报撰文指出，促进资本市场健康稳定发展，提高资本市场 制度包容性、适应性，增强上市公司分红稳定性、 ...

Core Viewpoint - The semiconductor stocks continue to rise, driven by the rapid appreciation of domestic technology assets, particularly in AI computing power, indicating a significant shift towards domestic AI chip production and a fully integrated domestic AI industry chain [1] Group 1: Stock Performance - Shanghai Fudan (01385) increased by 4.71%, reaching HKD 43.6 - Huahong Semiconductor (01347) rose by 3.12%, reaching HKD 89.2 - Hongguang Semiconductor (06908) gained 1.92%, reaching HKD 0.53 - SMIC (00981) increased by 1.75%, reaching HKD 84.25 [1] Group 2: Industry Insights - Huaxin Securities highlights the rapid value increase of domestic technology assets, especially in AI computing power, which is becoming industrialized and evolving quickly [1] - The domestic AI chip era is emerging, with a complete industry chain established from advanced processes to packaging, and model upgrades by major companies like ByteDance, Alibaba, and Tencent [1] - Minsheng Securities emphasizes the trend towards domestic software and hardware localization amid major power technology competition, suggesting that domestic computing power will resonate with domestic software to build a robust localization ecosystem [1]