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People's Finance News, March 24 — The new urbanization concept is active, with Northern International and China Balance Design hitting daily limits, while Jean Design, Construction Science Intelligence, and China International Engineering among the top gainers.

Yifangda announced that the secondary market trading price of its crude oil fund has recently exceeded its net asset value. To protect investors, it will suspend trading until 10:30 on March 24, 2026. Redemption services will operate normally during the suspension period.

伊朗布什爾核電站於3月24日晚遭到美國和以色列襲擊，初步報告顯示未受損傷，也無人員傷亡。伊朗原子能組織指出，此類襲擊違規國際法，可能威脅地區安全。

People Finance News on March 23: The Shanghai Futures Exchange issued an announcement regarding restrictive position-opening regulatory measures against certain clients. On March 23, 2026, 6 groups of accounts with actual control relationships exceeded the limit on intraday position-opening trading volume in related contracts, reaching the exchange's handling standards. The above-mentioned clients' trading behavior violated the provisions of Article 16 of the Shanghai Futures Exchange Abnormal Trading Behavior Management Measures. The exchange has decided to adopt restrictive position-opening regulatory measures against the relevant clients in the corresponding contracts.

人民財訊3月24日電，航運港口股走強，招商南油漲停，國航遠洋、中遠海能、招商輪船、寧波海運、海航科技漲逾5%。

在中東局勢緊張的背景下，部分中東資金可能出於避險考慮回流至香港，但流入規模有限。目前外資流入港股跡象出現，卻多以亞太靈活資金為主，尚未觀察到明顯的大幅流入，市場成交也未顯著放大。整體來看，外資對港股的影響可能是間接且局部的。

國新辦於3月24日召開新聞發佈會，介紹第九屆數字中國建設峰會情況。國家數據局局長強調高質量數據集在人工智能發展中的重要性，並透露已建立超過10萬個高質量數據集，推動AI快速發展。

People's Finance News, March 25 - The US dollar index rose on the 24th. The US dollar index, which measures the value of the US dollar against six major currencies, rose 0.48% that day, closing at 99.431 in the foreign exchange market. As of the close of the New York foreign exchange market, 1 euro exchanged for 1.1569 US dollars, down from 1.1607 US dollars in the previous trading day; 1 British pound exchanged for 1.3366 US dollars, down from 1.3425 US dollars in the previous trading day.

今日A股市場主要指數高開後走弱，醫藥行業逆市上漲，富祥藥業和優博訊發布一季度業績預告大幅增長。兩家公司擬進行非公開發行，籌資支持新項目。市場融資餘額減少，部分個股獲杠桿資金加倉超1億元。

軍貿概念股在24日盤中強勢上揚，機構指出全球局勢動蕩創造了軍貿市場需求，推動我國軍工出口。中信證券分析稱，各國對先進武器需求加急，自主研發裝備出口指標提升，預計無人機和導彈等訂單將快速落實。

People's Finance News, March 25th — According to China International Capital Holdings Futures, the prolonged Middle East conflict driving up energy prices and inflation expectations is unfavorable for base metal prices, with copper prices entering an adjustment phase. The shortage at the mining end has not seen substantial recovery, with production maintaining high growth and new smelting capacity coming online with increased output. After the copper price decline, downstream consumers show strong willingness to purchase on dips. As of mid-March, the operating rate of electrolytic copper rods rebounded to 72.9%-81.51%, approaching or exceeding last year's comparable period. Overall, macro-level stagflation concerns and Federal Reserve policy uncertainty have not been fully exhausted, and Shanghai copper will remain under pressure in the short term, but downside space is limited.

3月25日，亚太市场全线飘红，主要股指如日经225及韓國KOSPI漲幅均超2%。美國提出停火方案與伊朗談判希望引發樂觀情緒，黃金和白銀價格也上漲。然而，局勢仍然複雜，投資者對未來不確定性保持謹慎。

中金研报指出，游戏制作中AI应用还处于早期阶段，主要提升预研和3D资产制作效率。外包服务环节将首受冲击，头部厂商仍具内容护城河，善于利用AI的公司有望取得长期优势。中小厂商面临机会与挑战并存。

中金研報指出，伊朗局勢升級導致原油價格上漲，歐美經濟滯脹擔憂加劇。近期“超級央行周”釋放鷹派信號，市場對貨幣政策預期大幅調整，可能導致全球流動性收緊，從而影響資產定價。

In 2025, China's pharmaceutical industry entered a new stage characterized by slowing growth, structural optimization, and innovative development. The Middle East situation impacts global economy, with short-term focus on investment opportunities in rising-price varieties such as gloves and vitamins. Long-term outlook favors China's innovative drug export trends, with key attention on weight-loss drugs and small nucleic acid fields. Pharmaceutical financing showed modest growth, while medical device industry is expected to improve.

中信证券研報指出，2026年起公募FOF市場火熱，規模已超3000億元，增長受多因素驅動，未來將面臨結構性分化，資產配置能力是競爭關鍵。

深圳市工業和信息化局發布行動計畫，推動人工智能服務器產業鏈發展，聚焦高階PCB製造，強化研發與定制服務，支持數據中心與骨幹網互聯。

人民財訊3月23日電，納睿雷達(688522)3月23日公告，公司原擬通過發行股份及支付現金的方式，購買天津希格瑪微電子技術有限公司（簡稱"天津希格瑪"）100%的股權並募集配套資金。鑒於市場環境變化等因素，經審慎研究，董事會同意公司終止此次交易事項，撤回此次交易相關申請文件。