Evening hot topic in A-shares | The People's Bank of China speaks out! Actively and prudently, safely and orderly promoting the application of artificial intelligence in the financial field.

1. Central Bank: Actively and prudently, promoting the application of artificial intelligence in the financial field in a safe and orderly manner. Importance: On March 11, the People's Bank of China held the 2026 Science and Technology Work Conference, emphasizing that the work in 2026 should focus on preventing risks, strengthening supervision, and promoting high-quality development. Strengthening a systemic approach, steadily advancing key projects for implementation. Establishing a bottom-line thinking, continuously improving the institutional system, further enhancing the resilience of network security and data security. Deepening the integration of industry and technology, actively and prudently promoting the application of artificial intelligence in the financial field in a safe and orderly manner, unleashing the momentum for digital and intelligent development. 2. Is there no end to the expansion of computing power? NVIDIA to invest $2 billion in Nebius. Importance: NVIDIA will invest $2 billion in Nebius, demonstrating NVIDIA's recognition of Nebius' business strength and deep engineering capabilities in the full-stack AI technology field. To meet the rapidly growing demand for high-performance computing power globally, the two parties will deepen their cooperation in full-stack AI technology, covering AI factory architecture to production-level software, helping Nebius accelerate the development of a leading full-stack AI cloud platform. 3. Ministry of Industry and Information Technology issues recommendations to prevent security risks from OpenClaw. Importance: On March 11, in response to security risks in typical "lobster" application scenarios, the Ministry of Industry and Information Technology's Network Security Threat and Vulnerability Information Sharing Platform organized intelligent entity providers, vulnerability collection platform operators, network security companies, etc., to study and propose "six do's and six don'ts" recommendations. Some of the recommendations include using the official latest version, not exposing "lobster" intelligent entity instances to the Internet, granting minimum necessary permissions based on business needs, and being cautious when downloading ClawHub "skill packages." 4. Multiple countries consider using oil reserves. Importance: On the evening of the 11th, local time, Japanese Prime Minister Kaga Sanae announced that, given the escalating tensions in Iran, the Japanese government plans to release national oil reserves as early as the 16th of this month. Germany will also release some of its oil reserves. Additionally, the International Energy Agency is planning to coordinate member countries to release large-scale strategic oil reserves. The proposed release scale will reach 400 million barrels, hitting a historical high. 5. US CPI rose by 2.4% year-on-year in February, markets expect the Fed to cut rates in July. Importance: Data released by the US Department of Labor on the 11th showed that the US Consumer Price Index (CPI) rose by 2.4% year-on-year in February; excluding the highly volatile food and energy prices, the core CPI rose by 2.5% year-on-year in February. Analysts pointed out that this data reflects the inflation situation in the US before the outbreak of military conflict in the Middle East. Considering the recent surge in international oil prices and the continued blockade of the Strait of Hormuz, the risk of a rebound in US inflation pressure cannot be ruled out. Despite the recent non-farm data being significantly below expectations, the market still expects the Fed to cut rates again in July. 6. Securities industry collectively suspended, at least 20 securities firms prohibit company networks from "raising lobsters." Importance: Just as the securities industry was following the trend of "raising lobsters" (Open Claw), the entire industry pressed the emergency pause button. Starting on March 11, securities firms began to issue internal compliance reminders or notifications regarding "lobsters," imposing clear restrictions on installation, usage, and access. At least 20 securities firms have joined the ranks of prevention. Industry insiders predict that more securities firms will issue similar compliance reminders in the next two days. 7. Supercomputing Internet to distribute 10 million Tokens to each OpenClaw user for free. Importance: On March 11, the National Supercomputing Internet announced that it will distribute a total of 10 million Tokens to each OpenClaw user on the platform for free within a limited two-week period per person. On the same day, the Supercomputing Internet also announced the Token repurchase price for OpenClaw: 0.1 yuan per million Tokens, a certain decrease compared to the market average. 8. Targeting the AI electricity gap, Google and Tesla form the "Grid Utilization Alliance." Importance: On Tuesday local time, Google, Tesla, and five other companies in the electricity equipment and data center industry chains announced the establishment of the "Grid Utilization Alliance" (Utilize), aiming to reduce electricity costs and significantly increase the electrical load in the United States by improving grid utilization. The group advocates that by fully utilizing the existing power grid, the US could save over $100 billion in electricity costs for consumers in the next decade and create a large amount of additional electrical capacity. According to S&P Global estimates, the US data center power demand will reach 75.8 gigawatts in 2026 and increase to 134.4 gigawatts by 2030. 9. Multiple cargo ships attacked in the Strait of Hormuz. Importance: The UK Maritime Trade Operations office announced on the 11th local time that a cargo ship in the Strait of Hormuz was hit by unidentified projectiles, causing a fire on the attacked ship. Later that evening, the same office reported another cargo ship hit by unidentified projectiles in the Strait of Hormuz, marking the second such incident within about two hours. It was also reported that a Japanese container ship in the Persian Gulf sustained damage. Additionally, on the 11th local time, the Chief of the Royal Thai Navy stated that they had received reports that a cargo ship flying the Thai flag was ambushed with artillery fire at the stern while passing through the Strait of Hormuz, resulting in severe damage to the hull. The investment opportunities worth paying attention to in the market include computing power and others.