Market Trends Overview

U.S. stock market indices all declined yesterday, with the Dow Jones Industrial Average down 0.80%, the Nasdaq Composite index falling a relatively small 0.1%, and the S&P 500 index decreasing by 0.19%. The banking sector generally came under pressure, but technology stocks showed a clear divergence—Intel performed notably well, rising over 7% and hitting a two-year high, while AMD also followed suit with an increase of over 6%, making chip stocks a highlight today.

In the domestic market, FTSE China A50 Index futures closed the night session down slightly by 0.01%; most popular Chinese concept stocks weakened, with the Nasdaq China Golden Dragon Index dropping 1.86%, and some stocks experiencing significant declines (NeuroRegen Technology down 26%).

On the industrial policy front, the Ministry of Industry and Information Technology officially issued the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026–2028)", which will implement initiatives to integrate industrial internet with artificial intelligence, promoting deep penetration of AI technology across the entire industrial chain. Key focus areas include cultivating new industrial intelligent entities such as process automation assistants, smart inspection digital humans, and embodied intelligent equipment. Additionally, government departments jointly announced measures to promote the silver economy, encouraging the development of elder care service robots as a key support sector.

It is worth noting that GEO concept stocks have recently issued multiple risk warnings, generally related to immature business models and lack of revenue generation, so investors should exercise caution. There are also reports that China has formally submitted an application to the International Telecommunication Union for 203,000 satellite frequency resources, attracting attention on the international stage.