Per editor: Yang Jian
NO.1 In the early morning of June 15, Beijing time, the three major indexes of U.S. stocks closed mixed, with the Dow down 0.68%, the NASDAQ up 0.39%, the S&P 500 up 0.08%, most of the popular technology stocks rose, NVIDIA, Intel rose more than 4%, NVIDIA hit a new closing high, and AMD rose more than 2%. The semiconductor and robotics science sectors rose, with Broadcom up more than 4% and Tower Semiconductor up more than 2%.
NO.2 Popular Chinese concept stocks rose, Li Auto rose by more than 7%, Tencent Music, Vipshop, Xpeng Motors rose by more than 5%, Bilibili rose by more than 4%, iQiyi, Netease, Baidu rose by more than 3%, Manbang and Alibaba rose by more than 2%, Weibo, NIO, JD.com, Pinduoduo rose by more than 1%, and Futu Holdings rose slightly.
NO.3 On June 14, local time, the US Federal Reserve released the latest Federal Open Market Committee monetary policy meeting minutes, announcing that the target range of the federal funds rate remained unchanged between 5% and 5.25%. Since March 2022, the Fed has raised interest rates ten times in a row to curb inflation, and Fed Chairman Jerome Powell said that it is not appropriate to cut interest rates this year, and no policymakers expect to cut interest rates this year; "After two years of discussion" rate cuts.
NO.4 The Federal Reserve raised its GDP growth forecast for the United States in 2023 to 1.0%, and is expected to increase by 0.4% in March; Lowered the US GDP growth forecast for 2024 to 1.1%, and is expected to increase by 1.2% in March; Lowered the US GDP growth forecast for 2025 by 1.8%, and is expected to increase by 1.9% in March; The longer-term U.S. GDP growth is expected to be 1.8%.
NO.5 The onshore yuan closed at 7.1631 against the US dollar at 03:00 Beijing time, up 28 points from the previous session's overnight close. The offshore yuan (CNH) traded at 7.1740 yuan against the US dollar at 04:59 Beijing time, up 9 points from the end of New York on Tuesday, and the overall intraday trading was in the range of 7.1788-7.1508 yuan, and the US stock market had risen to a daily high of 7.1508 yuan after the open.
NO.6 The main indexes of European stocks closed in the red, with Germany's DAX30 up 0.5%, Britain's FTSE 100 up 0.11%, France's CAC 40 up 0.52%, and Europe's Stoxx 50 up 0.66%.
NO.1 On June 14, local time, the European Parliament voted to approve the draft negotiating mandate on the Artificial Intelligence Bill, which aims to ensure that artificial intelligence systems are monitored. It is reported that this is a key first step for the EU to legislate to strictly regulate the application of AI technology. The draft involves a strict ban on "AI systems that pose an unacceptable risk to human safety," including systems that purposefully manipulate technology, exploit human weaknesses, or evaluate based on behavior, social status, and personal characteristics.
Comments: According to the EU legislative agenda, the next step will be to formally enter the process of consultation with the European Council and the European Commission to determine the final version of the bill. The European Commission previously proposed the idea of the bill to set global standards on the subject of AI. According to a statement issued by the European Parliament, if approved, the bill would become the world's first regulation on artificial intelligence. The bill stipulates that companies that violate the rules can be fined up to 40 million euros or 7% of their global annual turnover. Concept stocks include NSFOCUS Technology, Renzixing, Meiyapaike and so on.
NO.2: Recently, Microsoft showed the latest biomedical model LLaVA-Med, which can infer the pathological condition of patients based on CT and X-ray pictures. Microsoft uses GPT-4, based on the VisionTransformer and Vicuna language model, to train LLaVA-Med on eight NVIDIA A100 GPUs, which contain "all pre-analysis information for each image" to generate questions and answers about images to meet the assistant vision of "answering questions about biomedical images in natural language." According to Microsoft, the model ultimately has "excellent multimodal dialogue capabilities" and "LLaVA-Med is ahead of other advanced models in the industry in some metrics on the three standard biomedical datasets used to answer visual questions."
Comments: The medical field is one of the important scenarios of artificial intelligence applications, and artificial intelligence can improve the efficiency of disease detection and intelligent analysis in the field of medical imaging, which will provide underlying support for smart hospitals. At present, AI large models are mainly used in scenarios such as medical information consultation and popular science, consultation and guidance, auxiliary diagnosis and decision-making, intelligent dialogue and automatic drafting of responses in the medical direction. With the accelerated iteration and evolution of various AI medical models, the commercialization prospect is expected to be further opened. According to Statista's report, the global healthcare AI market size will grow from $11.06 billion in 2021 to $187.95 billion in 2030, with a compound annual growth rate of 37.0% during the period. Concept stocks include Langma Information, Wanda Information, Weining Health and so on.
NO.3 The Ministry of Finance and the Ministry of Industry and Information Technology recently issued a notice pointing out that from 2023 to 2025, it is planned to organize the pilot work of digital transformation cities for small and medium-sized enterprises in three batches. Support pilot cities to select key industries and relevant small and medium-sized enterprises, adopt market-oriented means to openly select digital service providers, support digital service providers to provide diagnosis, consulting and other services for transformed enterprises, and develop and integrate "small, fast, light and accurate" digital services and products for enterprises to choose voluntarily and carry out digital transformation. At the same time, summarize and integrate digital solutions with strong versatility and good effect, promote cross-regional replication and promotion, and amplify the effect of policies.
Comments: Industrial Internet is an important cornerstone of the fourth industrial revolution, is a new generation of new infrastructure, application mode and industrial ecology deep integration of information and communication technology and industrial economy, is a key path to promote the deep integration of digital economy and real economy, its development in the mainland has been highly valued, has been written into the mainland government work report for 6 consecutive years, and has been highly concerned by local governments, this year has made obvious efforts. Recently, three national standards in the field of industrial Internet platforms were officially released, which is of great significance for improving the standard system of industrial Internet platforms and promoting the high-quality development of industrial Internet platforms. Concept stocks include Dongtu Technology, Oriental Guoxin, Huazhong CNC and so on.
SF Holding (002352): On June 14, some media reported that SF Group is recently negotiating with J&T Express on shareholding cooperation, or will invest in J&R Global with a ratio of 1%-2%, and the specific investment amount and cooperation details are still under discussion. Relevant staff said that the above shareholding cooperation matters are not clear, and it is recommended to refer to the disclosure caliber of the official website, "If this (cooperation) is true, it should be a relatively important matter, and the official website will have relevant announcements released at that time." ”
Topway Information (002261): Recently, 55-year-old Ms. Liu reported that she was subjected to long-term domestic violence by her husband Song. In December last year, Song was dissatisfied because her daughter asked her about the details of her life, and she was beaten for nearly half an hour and broke seven ribs, which was determined to be a minor injury of the first degree. However, in May this year, the case-handling authorities decided to release the criminal suspect Song on bail pending trial. Then the reporter called Song, and the other party responded that "there is no domestic violence." According to public information, Song Ying, one of the founders of the listed company Topway Information, has ceased to hold any position in the company since his departure from the company in May 2015, does not participate in the company's operation, and is still the second largest shareholder of the company.
Kunlun Wanwei (300418): Star Group, the company's holding subsidiary, intends to issue shares to acquire all the shares of Singularity AI. After negotiation between the two parties to the transaction, the overall consideration of all shares of Singularity AI in this transaction is US$160 million, and the shareholders of Singularity AI or their designated affiliates will acquire 25% of the equity of Star Group after this transaction. After the completion of the transaction, Kunlun Group Co., Ltd., a wholly-owned subsidiary of the company, plans to invest US$400 million to increase the capital of Star Group and strive to build the world's leading AGI platform.
Zhongbei Communications (603220): The company recently signed a framework agreement with People's Travel (Shenzhen) Technology Co., Ltd. on the procurement and supply of motorcycle battery systems, and plans to purchase the company's lithium iron phosphate battery 48V23AH series products as battery units for motorcycle energy system solutions, with a total of 400,000 sets of 48V23AH battery packs, with a contract amount of about 584 million yuan (including tax).
Tianfu Communication (300394): On the evening of June 14, it issued a change announcement, CPO is one of the possible product evolution and upgrade forms in the future under the background of continuous upgrading and iteration of optical communication network speed, but the current market CPO-related products are still in the early stage, and there are still uncertainties and risks in whether the relevant technical solutions are mature and the process of large-scale mass production in the future. At the same time, there is great uncertainty about whether the company's optical device products can continue to obtain orders from CPO customers in the future and the impact of this part of the orders on the company's sales revenue and profit.
Meritzon (301307): The company signed a strategic framework cooperation agreement with Haitian Metal to purchase several small and medium-sized models and several large and oversized models of Haitian Metal cold chamber die-casting in the next three years, and carry out R&D and technical cooperation in the field of large-scale and ultra-large die-casting; Haitian Metal will jointly develop a 20,000-ton cold chamber die casting machine with the company.
Cialis (601127): On the evening of June 14, the announcement of abnormal fluctuations in stock trading was issued, and after the company's self-inspection, the company's production and operation conditions were normal and no major changes occurred. The AITO M5 Smart Driving Edition is about to start delivery, which has aroused some media attention and heated discussions. In addition, the Company did not find any media reports that could have a significant impact on the trading price of the Company's shares.
Hanyu Pharmaceutical (300199): The company's product Semeglu API was accepted by the US FDA. This medicine is used to reduce weight in select patients and to lower blood sugar levels and reduce the risk of major cardiovascular events such as heart attack or stroke in people with type 2 diabetes.
Shanghai RAAS (002252): Grifols, the largest shareholder of the company, is planning a major matter involving the change of the company's shareholding, which is still in the planning stage and has certain uncertainties.
CITS United (600358): The company intends to acquire 100% of the equity of Jiangxi Haiji Import and Export Co., Ltd. held by the company's controlling shareholder with its own and self-financing funds of 50.8806 million yuan in cash.
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