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A股盘前播报 | 高层部署!事关银发经济和养老服务;马斯克新猜想!太空算力迎催化
Zhi Tong Cai Jing· 2026-02-25 00:27
(原标题:A股盘前播报 | 高层部署!事关银发经济和养老服务;马斯克新猜想!太空算力迎催化) 盘前要闻 1、新春首场国常会召开,研究推进银发经济和养老服务发展有关工作 类型:行业 情绪影响:正面 国务院总理李强2月24日主持召开国务院常务会议。会议研究推进银发经济和养老服务发展有关工作。会议指出,我国银发经济潜力很大,要完善 支持举措、强化政策落实,促进养老事业和养老产业发展。要进一步释放银发消费需求,提升消费能力,发挥消费补贴等政策牵引作用,打造一 批银发消费新场景新业态。 2、央行周三开展6000亿元MLF操作!连续12个月加量续做,机构解读 类型:宏观 情绪影响:正面 央行发布公告,为保持银行体系流动性充裕,2月25日,以固定数量、利率招标、多重价位中标方式开展6000亿元MLF操作,期限为1年期。这是 央行连续12个月加量操作MLF。机构表示,举措有效应对潜在的流动性收紧态势,在央行1月推出一揽子结构性政策后,短期内货币政策处于观 察期,短期降准可能性较小。 3、AI芯片超级利好!AMD获Meta五年AI芯片订单,股价大涨近9% 类型:行业 情绪影响:正面 美股周二集体收高,纳指涨超1%。Meta和A ...
股权换算力!OpenAI与AMD达成重磅合作!科创人工智能ETF汇添富(589560)涨超2%,冲击三连阳!假期归来,科技AI主线再强化!
Xin Lang Cai Jing· 2025-10-09 07:27
Core Viewpoint - The A-share market has shown strong performance, with the Shanghai Composite Index surpassing 3900 points, driven by a resurgence in AI-related stocks, particularly the Sci-Tech Innovation Artificial Intelligence ETF from Huatai-PB, which has seen significant gains [1][4]. Group 1: AI Market Dynamics - The global AI wave is accelerating, with major tech companies increasing investments in AI infrastructure, such as Nvidia partnering with Fujitsu and OpenAI collaborating with Samsung and SK Hynix for chip solutions [4]. - OpenAI has launched new products, including the Sora 2 video generation model and an iPhone app, which quickly gained popularity, indicating a shift towards consumer-level AI applications [4][5]. - Domestic AI developments are also notable, with breakthroughs in the collaboration between local large models and chip manufacturers, enhancing the capabilities of AI technologies [4]. Group 2: Investment Opportunities - The AI industry is entering a new acceleration phase, driven by OpenAI's strategic partnerships and product launches, which are expected to increase demand for computing power and storage in the short term [5]. - The trend of AI expanding from enterprise to consumer applications is becoming more pronounced, with significant potential for growth in hardware and application sectors [5]. - Future investments in AI infrastructure may evolve through financial instruments like REITs and computing power bonds, broadening the scope of investment opportunities beyond traditional hardware competition [5].