Group 1: Strategic Metals - Strategic metals, particularly antimony, bismuth, and cobalt, have experienced significant price increases, with antimony reaching a historical high recently [1] - The surge in strategic metal prices has ignited the A-share non-ferrous metal sector, leading to a wave of stock price increases for companies like BaoTi Co. and Huaxi Nonferrous Metals [1] - Strategic metals play a crucial role in sectors such as new energy, semiconductors, and artificial intelligence, with expectations of a resurgence in the spring elements periodic table market [1] Group 2: Stock Indices and Financial Markets - The US stock indices saw substantial gains, with major blue-chip stocks driving the market, particularly in the food and beverage and non-bank financial sectors [2] - The total trading volume in the market reached 1.84 trillion yuan, with notable increases in various stock index futures [2] - Continuous favorable policies in the capital market and the catalyzation of technology stocks are expected to lead to a bullish trend in stock indices [2] Group 3: Glass and Soda Ash - Glass futures experienced a slight rebound, with inventory levels increasing as the market awaits demand from resumed operations [3] - Current glass production inventory stands at 62.6 million heavy boxes, reflecting a week-on-week increase [3] - Soda ash futures also saw a minor rebound, with a focus on supply adjustments and inventory changes in the market [3] Group 4: Live Pig Prices - Live pig prices have shown signs of recovery, with the average price recorded at 14.57 yuan/kg, slightly down from the previous day [4] - The market anticipates an increase in live pig supply as the breeding sow inventory recovers, although near-term prices may be pressured by increased second-time fattening sentiment [4] - Long-term projections suggest a potential oversupply in the market, leading to a weak and fluctuating price environment [4] Group 5: International and Domestic News - Germany announced a fiscal plan involving a 500 billion euro fund aimed at infrastructure, climate protection, and defense spending [5] - China's economy is showing signs of recovery, with significant improvements in innovation-driven development and domestic demand potential [6] - Baidu launched its Wenxin large model 4.5 and X1, with competitive pricing compared to GPT-4.5, indicating advancements in AI technology [7]

撰文 / 牛跟尚 设计 / 师 超 3月5日上午，十四届全国人大三次会议会前举行首场"代表通道"。全国人大代表、小米集团创始人、董事长兼CEO雷军第一个回答记者提问，为小米和 小米汽车广而告之。 9时开始，国务院总理李强在第十四届全国人民代表大会第三次会议上做《政府工作报告》（以下简称报告），时长60分钟，全文约17860字。报告三大 部分中前后两部分均提到汽车，还提到提振消费、综合整治"内卷式"竞争以及鼓励外资、对外投资等事项。 报告第一部分——2024年工作回顾，有关"进"的表述提到，高技术制造业、 装备制造业增加值分别增长8.9%、7.7%，新能源汽车年产量突破1300万 辆。 这一部分还提到，生态环境质量有新改善，地级及以上城市细颗粒物 (PM2.5 ) 平均浓度下降2.7% , 优良天数比例上升至87.2% 。 报告提到，党中央和国务院加力支持"两新"工作。2024年8月，财政部明确安排3000亿元左右超长期特别国债资金，加力支持重点领域设备更新，进一 步提升地方消费品以旧换新的能力。 报告提到激发数字经济创新活力，持续推进"人工智能＋"行动，将数字技术与制造优势、市场优势更好结合起来，支持大模型广 ...

Core Viewpoints - The economic growth target for this year is set at around 5%, consistent with last year's target, but reflects a more conservative outlook due to increasingly complex external conditions [1][4] - The fiscal deficit is projected to increase to 4%, surpassing the previous threshold of 3%, indicating a stronger push for fiscal stimulus [2][6] - The focus on expanding domestic demand has been elevated as a primary task, with significant emphasis on promoting consumption through various measures [3][10] Economic Growth Targets - The government has set the economic growth target at approximately 5%, maintaining the same level as last year, but with a more cautious approach due to external challenges [1][4] - The consumer price index target has been adjusted to around 2%, down from 3%, reflecting a more realistic assessment while increasing its binding force [1][4] - The urgency to reduce energy consumption per unit of GDP has intensified, with a target reduction of 13.5% set in the 14th Five-Year Plan, impacting high-energy-consuming industries like steel and chemicals [1][4] Central Policy Adjustments - The fiscal budget deficit is set at 4%, with a planned scale of 5.66 trillion yuan, an increase of 1.6 trillion yuan from last year's budget [2][6] - Local government special bonds are projected to reach 4.4 trillion yuan, a 13% increase from last year, indicating a significant rise in fiscal capacity [2][6] - The monetary policy is characterized as "moderately loose," with potential for timely reductions in reserve requirements and interest rates [7] Key Focus Areas - Expanding domestic demand is prioritized, with a focus on enhancing consumption capabilities and promoting supply release [3][10] - The government plans to allocate 300 billion yuan in special bonds to support the consumption of new goods through trade-in programs, doubling last year's funding [3][10] - The report emphasizes a higher technological content in industrial policies, with specific support for sectors such as commercial aerospace, low-altitude economy, and artificial intelligence [11] Real Estate Regulation - The real estate regulation continues with a strategy of "controlling new supply and managing existing stock," aiming to revitalize the market [12][13] - The report suggests integrating eligible rural migrant workers into the housing security system, which could stimulate demand in the real estate market [13] Support for Childbirth - The introduction of childcare subsidies at the national level acknowledges the effectiveness of local policies and indicates potential increases in central financial support for childbirth [13]

1.DeepSeek首次披露理论成本利润率545%！引两公司创始人互怼：硅基流动与潞晨科技创始人互指对方"抄 袭""抹黑" 2. 宇树爆火后投资人目标转向宇树供应商：懂行的、不懂行的VC都想来投 3. 蚂蚁集团调整薪酬政策，年底十三薪分摊到月薪，绩效股改季度归属 4. IBM中国投资公司停运，1800员工一夜失业，员工普遍反映没有活干，官方回应 5.莲花集团CEO疑似回应小米：对赛道的敬畏并不是单纯堆积电机与马力，弯道快的只有莲花和保时捷 6.小米SU7 Ultra第一批新车交付：雷军亲自交车，弯腰握手、揭布合影，传统豪车增换购占近九成 7.谷歌创始人要求员工每周工作60小时！努力才能赢得AGI对决 8.马斯克：特斯拉5年内利润增长1000%是有可能的 今日头条 HEADLINE NEWS 随后，尤洋发表"关于DeepSeek MaaS成本"和"坑人的硅基流动"两篇文章。尤洋表示，"我对DeepSeek 没有任何贬低。我最开始就是抨击那些倒卖DeepSeek API去赔本赚吆喝的中小云厂商，然后吹嘘自己推 理快10倍。"他还指出，春节期间DeepSeek使用体验意识到"根本就不是一个合格的MaaS产品。据悉， ...

今天两市成交不足8000亿，一般低于这个数的交易日都没什么行情，市场中位数-1.17%，有痛感，但还好。外资今天净抛19亿，这个量级对大盘不会有明 显影响，所以不用找原因，就是a股又习惯性拉垮了。 昨天狂飙的有色今天回撤，黄金跌3.87%，工业金属跌2.8%，这两个板块昨天跳空高开的缺口还在，但是日内阳线的部分都给砸回去了。我去看了一眼国 际金价最新还是2430，基本没咋跌，所以这就是a股讨厌的地方，涨的时候比外边少一点，跌的时候比外边多一点，长年累月的积累下来就是巨大的差 距。 所以你要是看好黄金，那就老老实实买黄金，别自作聪明买a股里的黄金股，a股不会是超额的阿尔法，大部分时间都是拖后腿的贝塔。 我贴一个st板块2015年以后的走势图你们看看，自从ipo开启机枪扫射模式后就不行了。 …… 1、今天市场都在热议中通客车的涨停。有话题的不是股价涨停，而是股价涨停之前有人在论坛发帖，让大家看好了1点20分要拉涨停。中通客车不 是特别大盘子的票，今天1点20分那波拉升前后一共买了3亿，如果是比较有实力的游资来2-3个凑局，确实可以做到人工涨停。但让大家不解的是这 么做的人为什么要公开讲，也许是为了吸引跟风盘，也许 ...