Note: Do not invest in unofficial software; those asking you to recharge, transfer, or remit money are scammers!
Macro News
1)19:32:55【Public total scale exceeds 36 trillion, reaching a historical high for the fifth time this year】September 25
Industry Information
- General AI:
1) AI Narrative:
①The International Data Corporation (IDC) recently released the “Global AI and Generative AI Spending Guide.” The data shows that global IT investment in AI is expected to reach $315.9 billion in 2024, and is projected to grow to $1.2619 trillion (approximately 9 trillion RMB) by 2029, with a five-year compound annual growth rate (CAGR) of 31.9%. 2025-09-25 17:22
②The Wall Street Journal reported that global AI leader OpenAI has officially announced a large-scale expansion plan for global computing infrastructure, with a total investment expected to reach $1 trillion. This marks a new phase in the AI industry, transitioning from competition in model innovation to infrastructure construction.2)AI Applications:
18:43:42【iQIYI: Will launch the first domestic AI theater, with the first batch of AI narrative films set to go online next year】September 25
18:24:38【Baidu Steam Engine releases general AI long video generation function】September 25
15:47:17【National Radio and Television Administration: Our country is making great strides towards the “ultra-high-definition era”; 97% of provincial-level TV stations have applied AI technology】September 25
3) Data Centers:18:34:18 September 25, news from alternative asset management company Blue Owl and Qatar QIA establishing a $3 billion data center project.4)OpenAI:COREWEAVE: The contract value with OPENAI has now reached approximately $22.4 billion.
- Self-controllable: (Chips, Lithography Machines)
1)16:05:25【Ministry of Commerce: Decided to include Saroni Technology Company and two other entities in the unreliable entity list】September 25
16:03:43【Ministry of Commerce: Decided to include Huntington Ingalls Industries and two other U.S. entities in the export control list】September 25
2)Pre-market: Changchun parent company completes share reformIn-market:Reuters reports that China Changchun is considering entering the DRAM market to meet the demand for AI storage chips.
3)）14:52:07【Reports say Intel plans to raise prices by over 10% for “Raptor Lake” processors in Q4】”Science and Technology Innovation Board Daily” September 25
16:39:05【Intel’s next-generation flagship CPU debuts at the 2025 Cloud Computing Conference】September 25
4)Lei Jun discusses chip manufacturing: at least ten years of persistence and an investment of at least 50 billion.
- Robotics:
1) ZhiYuan Robotics:Up to 20 times! The suspension occurred before completion…
2) Midea Robotics:The design of the first generation of the full humanoid X series robot has been completed, and application verification is expected to begin next year.3)UBTECH Robotics:People’s Financial News September 25 reports that the patent for “A Mechanical Hand and Humanoid Robot” has been authorized recently.4)Robotic Large Models:World’s first! A Shanghai company releases the “Emotional Gait Large Model,” making robots walk like “drama actors”.
5)Export:U.S. Department of Commerce initiates a 232 investigation into imported robots, industrial machinery, and medical devices.
6) Beijing Robotics:Beijing has launched the largest humanoid robot training ground in the country, with an annual data production capacity exceeding 6 million entries.
- Copper:
15:21:10【Grasberg copper mine disturbances exacerbate supply tightness, copper prices rise rapidly】September 25
17:47:37【CICC: The copper balance sheet for 2025-2026 may turn to a shortage】September 25
15:51:46【China Nonferrous Metals Industry Association: Relevant national departments are accelerating research on how to strengthen the standardized management of copper smelting capacity】September 25
18:16:45【Accident at the world’s second-largest copper mine exacerbates supply tightness in the market】September 25
20:03:20 September 25, Citigroup states that the crisis at Grasberg indicates that the copper (supply) gap will widen starting in 2026.In the base scenario, it is expected that the mid-term copper price will rise to $12,000 per ton (up 15%) in the next 6 to 12 months; in the bullish scenario, copper prices could rise to $14,000 per ton.
- Payments:
15:27:11【Digital RMB International Operation Center officially launched】September 25
17:50:41【Digital RMB International Operation Center officially launched and introduced three major business platforms】September 25
18:16:40【Tongcheng Group’s affiliated company, eLong, obtains payment license】September 25
- Others:
1) Batteries:17:59:22【The Solid-State Electrolyte Materials Technology Forum of the New Technology Series for Power Batteries and Key Materials was successfully held in Beijing】September 25
2) Wind Power:19:12:12【Ningxia adds a million-kilowatt wind power project, expected to provide 1.5 billion kilowatt-hours of green electricity annually after operation】September 25
3) Pork:19:45:52【Ministry of Agriculture and Rural Affairs: Strengthening comprehensive regulation of pig production capacity, continuously addressing the difficulties in the beef and dairy industries】September 25
4) Beidou:16:19:55【The Fifth China-Arab Beidou Cooperation Forum held in Hunan】September 25
5) Food Safety:15:11:25【Ministry of Education and State Administration for Market Regulation jointly issued “Guidelines for the Management of Bulk Food Material Procurement and Acceptance in School Canteens”】September 25
Others
No
Backup: