Author: xjadmin

On March 13, Silicon Mobile announced on the evening of March 12 that Trae, China’s first AI native integrated development environment (AI IDE) released by ByteDance, has preset the Silicon Mobile Silicon Cloud platform as a model provider to support users to access DeepSeek-R1&V3, QWQ-32B, Qwen2.5-Coder and other models suitable for coding through API Key.

① At 3:00 pm, the Ministry of Commerce held its first regular press conference in March 17: IEA releases monthly crude oil market report; ③ 18: 00 Euro Zone January Industrial Output Monthly Rate; ④ 20: 30 US February PPI annual rate, US February PPI monthly rate; ⑤ 20: 30 initial jobless claims in the United States for the week ending March 8th; ⑥ 22:30 US EIA natural gas inventory for the week ending March 7th.

On March 13th, the large technology sector has become a hot topic in the market recently. During interviews and research, reporters found that as the popularity of the big technology sector continues to soar, DeepSeek、 A series of segmented concepts such as artificial intelligence (AI) computing power, AI intelligent agents, and humanoid robots have taken turns to attract investors’ attention, and even generated a certain siphon effect. However, it is widely recognized by institutional investors that the large technology sector is likely to become the main investment focus for the whole year. In the environment where hot concepts are frequently emerging within the large technology sector, several fund managers have stated that they will pay more attention to exploring investment opportunities brought by key links that deeply benefit from industry trends. (China Securities Journal)

On March 13th, due to factors such as bond market adjustments, the net value of bank wealth management products has fluctuated since February, and overall returns have shown a downward trend until a slight rebound last week. During this period, some investors chose to redeem their wealth management products in advance. In response, multiple bank wealth management institutions have stated that the above situation is only a short-term adjustment and advise investors to hold on patiently to avoid frequent redemption and missed opportunities. In the long run, fixed income wealth management products still have potential. The industry generally believes that the pressure of net asset value drawdown for bank wealth management products is relatively controllable. (Shanghai Stock News)

On March 13th, since the beginning of this year, the recovery of the equity market has driven capital inflows into the A-share market. From the perspective of the public fund issuance market, as of March 12th, more than 70 funds have ended early fundraising this year, including 37 equity funds, accounting for half of the market. At the same time, many newly established funds since the beginning of this year have been actively building positions. Looking ahead to the future, institutions remain optimistic about the medium to long term equity investment opportunities. (Shanghai Stock News)

On March 13th, recently, the market’s attention to AI (artificial intelligence) wearable devices has been continuously increasing, and 2025 is also regarded by many market participants as the first year of the explosion of AI wearable devices, with a high prosperity in the consumer electronics sector. Analysts believe that smart wearable devices represented by AI glasses are creating new consumer scenarios through multimodal interaction, real-time translation, health monitoring, and other functions. The embedding of AI technology enhances the interactive experience of devices and further broadens the application boundaries of smart wearables. Currently, various brands are laying out AI glasses, and the industry has entered a stage of diverse development. Continuous product innovation may drive rapid growth in terminal shipments, and related targets in the industry chain are expected to fully benefit. (China Securities Journal)

On March 13th, as of March 12th, the amount of “red envelopes” distributed by fund companies this year has exceeded 40 billion yuan. The reporter noticed that shortly after the beginning of 2025, some fund companies will distribute large dividends. Among them, the highest total dividend amount of fund products reached 2.68 billion yuan, and the highest dividend ratio was 20%. In addition, bond funds account for 78% of the funds that distribute dividends, while the dividend scale of equity passive index funds should not be underestimated. Industry insiders believe that dividends not only help investors lock in returns, but also significantly enhance their investment experience. Against the backdrop of policy support and continuous improvement in the market environment, fund companies emphasized the “dividend” attribute at the beginning of product design, further enhancing the attractiveness of the product. (Securities Times)

On March 13th, recently, there has been a strong sentiment among investors, and the market financing balance has also risen sharply. According to statistics, as of March 11, the latest financing balance of A-shares was 1.910685 trillion yuan, reaching a new high in nearly 10 years since July 3, 2015. Since 2025, the cumulative net purchase of A-share financing funds has been 56.54 billion yuan. According to weekly data, financing funds have made net purchases for six consecutive weeks (including this week) since February (after the Lunar New Year), with a cumulative net purchase amount of 146.1 billion yuan. Semiconductor, artificial intelligence (AI), computing power and other technology stocks have received significant increases in holdings. Most institutions believe that continuous breakthroughs in artificial intelligence related technologies are expected to drive the revaluation of Chinese technology stocks. (Securities Times)

On March 13th, defense ministers from France, Germany, the United Kingdom, Italy, and Poland, as well as representatives from the European Union and NATO, held a meeting in Paris on March 12th local time, focusing on aid to Ukraine and European defense issues. The Ukrainian Defense Minister participated in the conference via video conference. After the meeting, the five defense ministers held a joint press conference. French Defense Minister Sebastian Le Corbyn reiterated at a press conference that he does not accept any plans to demilitarize Ukraine. He stated that the primary guarantee for Ukraine’s security is its own military. (CCTV News)

On March 13th, Russian President Putin inspected a command center of the “Kursk” cluster troops and listened to a report from the Chief of the General Staff of the Russian Armed Forces, Grasimov. Putin stated that the current task of the Russian military is to defeat the enemy in Kursk Oblast in the shortest possible time. Gracimov reported to Putin that Russia has regained 86% of the territory in Kursk Oblast, which is controlled by Ukraine. The Ukrainian army has accumulated losses of over 67000 personnel and more than 7000 weapons and equipment on the front line in Kursk Oblast. (CCTV News)