A-share evening hot spots | US December CPI increased by 2.7% year-on-year, traders are increasing their bets on the Fed rate cut.

1. The Ministry of Industry and Information Technology issued a document! Promote the penetration of artificial intelligence technology in the industrial full chain Importance: The Ministry of Industry and Information Technology issued the "Action Plan for Promoting the High-Quality Development of the Industrial Internet Platform (2026-2028)." It mentions the implementation of actions to empower the integration of industrial Internet and artificial intelligence, guiding platform enterprises to accelerate the improvement of the overall artificial intelligence literacy and skills of all employees, promoting the penetration of artificial intelligence technology in the industrial full chain, promoting discriminative artificial intelligence applications in scenarios with relatively clear rules such as production control and risk identification, and exploring generative artificial intelligence practices in scenarios with relatively complex requirements such as process optimization and solution design. 2. US December CPI increased by 2.7% year-on-year in line with expectations; traders increase bets on Fed rate cuts Importance: The US Consumer Price Index increased by 2.7% year-on-year in December, in line with expectations, with a previous value of 2.7%. After the inflation data was announced, US short-term interest rate futures rose significantly, as traders increased their bets on Fed rate cuts. 3. HSBC supports Chinese assets: Overweight A-share stocks, long RMB as one of the annual preferred strategies Importance: In the latest annual macro strategy report released by HSBC, the bank clearly expressed its optimism about Chinese assets, recommending investors to increase holdings of stocks in mainland China and Hong Kong in 2026 and establish long positions in RMB. The bank emphasized that in the face of potential market fluctuations, the focus of investment in Asian markets should shift towards assets supported by domestic demand. (Translations in progress)