A-share evening hotspots | Eight departments deploy! AI+ consumption welcomes heavy positive news, institutions sort out beneficiary directions.

1. Eight departments including the Ministry of Commerce issued a document! 17 measures to promote the development of "AI + consumption" On June 18, the Ministry of Commerce and eight other departments issued the "Implementation Opinions on Accelerating the Development of 'AI + Consumption'," proposing 17 specific measures around improving AI + commodity consumption, expanding AI + service consumption, and other aspects. This aims to promote AI in households and businesses to better meet the needs of the people for a better life. The "Opinions" address structural bottlenecks in the application of AI by addressing issues like "having products but no market" or "having demand but no supply." According to Sinolink's research report, if the technology sector follows a downward trend and the real estate sector stabilizes, dividend consumption, leading white horse stocks have a competitive configuration value. New consumption trends such as emotional value, consumption abroad, and the silver economy are expected to lead the new consumption growth. It is still advisable to focus on AI applications and opportunities in the AI + consumption downstream industry from the perspective of probabilities. In specific directions, AI + consumer-level 3D printing, AI + glasses, etc. are promising. 2. Tech stocks receive good news again! Trump's statement causes a surge in US chip stocks On June 18, the stock price of the US chip giant Intel surged nearly 9%, while other US chip stocks also rose across the board. President Trump announced that Apple will collaborate with Intel on chip design and production. This move is the latest development in President Trump's strategy to promote the reshoring of the semiconductor supply chain, and will have a profound impact on the business landscape of the two companies. Analysts pointed out that in the context of TSMC's production capacity being under pressure, cooperating with Intel may provide Apple with a viable path to expand chip production capacity domestically in the United States, reducing its dependence on TSMC. 3. Witnessing history! Top 10 A-share market capitalization includes 5 tech stocks breaking the traditional dominance of giants The A-share market value map has undergone a historic transformation, with the tech sector occupying half of it for the first time in over 30 years. As of the close on June 18, of the top ten A-share market capitalizations, tech stocks occupied 5 spots, completely breaking the long-standing dominance of traditional financial and energy giants. Looking back at the history of A-shares, the scenario where tech stocks collectively entered the top ten in market capitalization only occurred in the initial stage of the market when there were initially just over 10 stocks. (part 2 is missing in the original text) Please note that the translation is incomplete as the source text is cut off.