美国钢铁公司周三宣布，其董事会已批准价值3亿美元的下一阶段资本投资计划，这属于新日铁110亿美 元投资承诺的组成部分。 其中约1亿美元将用于宾夕法尼亚州埃德加·汤姆森工厂的矿渣回收项目，约2亿美元用于印第安纳州盖 里钢厂热带轧机的升级改造。该公司表示，这些项目旨在实现运营现代化并提升产能。 智通财经APP获悉，日本新日铁(NPSCY.US)总裁近日表示，在与美国钢铁公司收购交易相关的"金股"权 限问题上，该公司与美国政府存在细微分歧。上周媒体报道称，特朗普政府已行使所谓"金股"权力，阻 止美国钢铁公司关闭其伊利诺伊州一家工厂的生产计划。 新日铁总裁今井正就此事回应称："在国家安全协议和金股权限方面，双方观点存在细微差异。"他未予 详细说明，但指出美方近期的行动反映了特朗普政府保护本土生产基地和就业的政策导向。今井强 调："通过执行具体投资项目，我们将着力提升美国钢铁公司的竞争力，推进双方合作伙伴关系。" 今年6月，这家日本头号钢企以149亿美元完成对美国钢铁公司的收购，为此同意赋予美国政府特殊权 力，从而结束了长达18个月的交易拉锯战。根据与特朗普政府达成的国家安全协议，华盛顿获得了非经 济性的"金股"权益。 ...

Group 1 - As of August 29, 2023, institutions such as Guojin Securities, Guoxin Securities, and Zhongtai Securities recommended 110 "golden stocks" for September, covering 24 Shenwan first-level industries [1] - The automotive sector has the highest number of recommended stocks, totaling 13, followed by the electronics and machinery equipment sectors with 10 each, and 8 other industries including computers and power equipment with more than 5 stocks [1] - There are 20 "golden stocks" that have underperformed their respective industry indices this year, yet institutions predict a continuous net profit growth exceeding 20% for these companies in 2025 and 2026 [1] Group 2 - The 20 stocks are primarily distributed across the electronics, computers, machinery equipment, and automotive sectors [1] - Jiejie Microelectronics has increased by 2.06% this year, while the electronics industry has seen a growth of over 38% [1] - Xingyu Co., Ltd. has decreased by 8.44% this year, despite the automotive industry experiencing a growth of over 22% [1]

Core Viewpoint - The article highlights the performance of various sectors in the stock market, particularly focusing on the "golden stocks" recommended by brokerages, with a strong emphasis on the healthcare, electronics, and basic chemical industries, as well as the optimistic outlook for the market in August [1][4][7]. Group 1: August Golden Stocks - In August, the sectors with the highest number of recommended golden stocks include electronics, basic chemicals, pharmaceuticals, and machinery [1][4]. - Oriental Fortune is noted as the most popular stock this month, recommended by six institutions, with expectations of significant price increases due to favorable market conditions [4][5]. - Luoyang Molybdenum is also highlighted, with projections for increased revenue and profit driven by rising copper production and prices [5]. Group 2: July Stock Performance - In July, the innovative drug sector performed exceptionally well, with Kangchen Pharmaceutical leading with a 107% monthly increase, followed by Borui Pharmaceutical at 82% and Kangfang Biotech at 68% [2][3]. - The electronics and communication sectors also saw notable gains, with Dongshan Precision and Tonglian Precision rising by 55% and 50%, respectively [3]. - Over 30 brokerages reported a monthly return of over 5% from their golden stock combinations, with the top performer being Ping An Securities at nearly 17% [3]. Group 3: Market Outlook - Analysts are optimistic about the market potentially reaching new highs in the second half of the year, driven by factors such as sustained capital inflow and opportunities in emerging industries [7][8]. - Key investment themes include focusing on sectors benefiting from "anti-involution" policies, such as coal, steel, and photovoltaic industries, as well as technology growth areas like AI and innovative pharmaceuticals [7][8].