Evening Hotspots for A-shares | Three departments deploy! Deepening empowerment and application of artificial intelligence.

Here is the text of the evening news: 1. Three departments: Deepening the application of artificial intelligence empowerment, encouraging the promotion of scenario-based application of artificial intelligence technology Importance: The Ministry of Industry and Information Technology, the Ministry of Education, and the State Administration for Market Regulation have issued the Implementation Plan for the Digital Transformation of Light Industry. The plan proposes deepening the application of artificial intelligence empowerment. It supports key companies in industries such as home appliances, furniture, and lighting to develop data models and conduct application testing and verification based on specific scenarios, creating a number of artificial intelligence technology application scenarios in areas such as smart manufacturing and smart homes. Encouraging industry associations, research institutes, and other organizations to promote the scenario-based application of artificial intelligence technology, with a focus on cultivating production-side scenarios such as collaborative design, intelligent production, online inspection, preventive maintenance, and smart marketing, as well as consumer-side scenarios like smart homes, smart wearables, intelligent cycling, and smart elderly care. Conduct industrial chain supply chain analysis and diagnosis in the light industry field based on artificial intelligence technology, strengthen cross-regional industrial chain cooperation, and improve the resilience and security level of important industrial chain supply chains. 2. Ministry of Foreign Affairs, Ministry of Commerce spokespersons speak out! Issues related to Trump's tariff increase, Sino-US trade progress, etc. Importance: On March 27, the spokesperson for the Ministry of Foreign Affairs, Guo Jiajun, presided over a regular press conference. A foreign journalist asked about the impact of the United States' announcement of a 25% tariff on all imported cars on China-US cooperation. Guo Jiajun responded that there are no winners in a tariff war or trade war, and no country's development and prosperity are achieved through imposing tariffs. The US approach violates WTO rules, harms the rules-based multilateral trade system and the common interests of all countries and peoples, and does not help solve its own problems. On the afternoon of March 27, the Ministry of Commerce held a regular press conference, and the spokesperson, H...The launch of Financial City Phase III H10 plot has triggered fierce competition. The residential land for sale has an area of approximately 32,495 square meters, with a starting price of 1.625 billion yuan and a starting floor price of 20,000 yuan per square meter.Before the start of the auction, this plot attracted a lot of market attention, and this bidding attracted 10 real estate companies including Industry Huafa, China Resources, Greenland, Jianfa, and China Merchants Shekou Industrial Zone Holdings. After 213 rounds of bidding, the plot was finally won by Jianfa Group for a price of 3.347 billion yuan, with a transaction floor price of 41,200 yuan per square meter, and a premium rate as high as 106%. This transaction price once again broke through the ceiling of Chengdu's floor price, becoming the first residential land in Chengdu's land auction history with a floor price exceeding 40,000 yuan per square meter. 7. NIO initiates Hong Kong stock offering, expected to raise over 30 billion Importance: On March 27th, NIO (09866) announced that it plans to offer shares at a price of 29.46 Hong Kong dollars per share, issuing no more than 1.1879 billion shares of Class A common stock, raising 3.5 billion Hong Kong dollars (approximately 3.271 billion RMB at the current exchange rate). NIO announced that the net proceeds from the share offering will be used for the research and development of intelligent electric vehicle technology and new products, further strengthening the balance sheet and for general corporate purposes. NIO further stated that the funds raised from this offering will further enhance the company's cash reserves and provide sufficient resources support for the long-term growth of the NIO Group. 1. US stock weakens, General Motors falls over 7% The three major US stock indexes collectively opened lower. As of 22:00, the Dow fell 0.12%, the Nasdaq fell 0.17%, and the S&P 500 index fell 0.05%. Auto stocks fell broadly, General Motors fell over 7%, Toyota and Honda fell by more than 2%. President Trump had previously announced a 25% tariff on all imported cars. NIO fell nearly 8%, as the company plans to issue no more than 1.1879 billion shares of Class A common stock. 2. EU military restructuring plan blocked with France, Italy, and Spain opposing due to debt issues Earlier this month, EU Commission President von der Leyen proposed a plan called "Rearming Europe," which includes providing member states with 150 billion euros in loans for defense investments. This plan is mainly to counter the new US government under Donald Trump. However, von der Leyen's military rearmament plan was opposed by France, Italy, and Spain, as they fear it will further increase their debt burden. 3. Benson: If the Ukraine issue is resolved, the US is considering allowing Russia to reconnect to the SWIFT system On Wednesday local time, US Treasury Secretary Scott Benson stated that in the event of a resolution to the Ukraine issue, the US is prepared to lift some sanctions against Russia, including allowing Russia to reconnect to the SWIFT system. When asked about the possibility of Russia reconnecting to the Society for Worldwide Interbank Financial Telecommunication (SWIFT) international payment information system, Benson stated, "I believe anything is possible." SWIFT is a highly secure network that connects thousands of financial institutions globally. Financial institutions use it to securely send information and payment instructions, enabling fund settlements. Market investment opportunities that are worth paying attention to include Siasun Robot&Automation. 1. Following chips and artificial intelligence, the US may consider launching a national strategy for Siasun Robot&Automation. On Wednesday, representatives from several US Siasun Robot&Automation companies, including Tesla, Boston Dynamics, and Agility Robotics, met with US lawmakers on Capitol Hill to urge them to initiate a national Siasun Robot&Automation strategy. This strategy aims to establish a federal office dedicated to promoting the development of the Siasun Robot&Automation industry, enabling US companies to develop next-generation Siasun Robot&Automation technology in global competition. Minsheng Securities pointed out that humanoid Siasun Robot&Automation integrates advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, and is expected to become a disruptive product after computers, smartphones, and new energy vehicles, fundamentally changing the production and lifestyle of humans and reshaping the global industrial development pattern. Currently, humanoid Siasun Robot&Automation technology is evolving rapidly and has become a new high ground for technological competition, a new track for future industries, and a new engine for economic development. The industrial inflection point of humanoid Siasun Robot&Automation has arrived, with breakthroughs in application, cost, and software, and key bottlenecks in industrialization are being overcome. In addition, the following sectors are also worth paying attention to: 2. Chips| Micron confirmed in a letter that memory and storage products will increase in price. 3. Real estate| Qingdao issues new policies on housing provident funds to support families with multiple children. In terms of positive announcements, pay attention to HAIER SMARTHOME, New China Life Insurance, etc. In terms of negative announcements, be aware of the risks highlighted by Guizhou Zhongyida, which has been suspended for 8 consecutive days.fifty-two percent5. Micro-electrophysiology: Net profit in 2024 increased by 815.36% year-on-year Negative announcement 1. Semiconductor Manufacturing International Corporation: Net profit in 2024 decreased by 23.3% year-on-year, no profit distribution planned 2. Guizhou Zhongyida, with 14 days and 8 boards: Stock price significantly deviates from fundamentals, with potential risk of price correction in the short term 3. Hangzhou Tigermed Consulting: Net profit in 2024 was 405 million yuan, a decrease of 79.99% year-on-year 4. Star Lake Bioscience: Shareholders plan to reduce their holdings by no more than 3% of the company's shares 5. Joyoung Co., Ltd: Net profit in 2024 decreased by 68.55% year-on-year, plans to distribute 1.5 yuan per 10 shares This article is reproduced from "Tencent stock selection", GMTEight Editing: Xu Ran