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一 | 本篇评级为★★★，主要围绕以下内容展开： 1、传"国产替代"加码，芯片板块如何看？ 2、看年底资金动向，或青睐三个方向如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 India’s opposition parties have upped the ante against the federal government over the Agnipath program as the applicants have been asked to submit certificates indicating their caste and religion along with other documents.,Aam Aadmi Party (AAP) Parliamentarian Sanjay Singh has targeted the Narendra Modi government, questioning its intentions behind seeking information on such certificates.,“The ugly face of the Modi government is now exposed in front of the country. Does PM Modi think that Dalits/backward classes/tribals are not eligible for army recruitment? It is for the first time in the history of India that a caste certificate is being asked for in army recruitment,” he stated in a tweet in Hindi.,© Photo : Twitter/@SanjayAzadSInAAP Parliamentarian Sanjay Singh Slams Federal Government over Asking Caste and Religion Certificates in Army RecruitmentAAP Parliamentarian Sanjay Singh Slams Federal Government over Asking Caste and Religion Certificates in Army Recruitment© Photo : Twitter/@SanjayAzadSIn,Tejashwi Prasad Yadav, former Deputy State Chief of Bihar and member of the Rashtriya Janata Dal (RJD) party, has also slammed the federal government on the matter.,“Don’t ask for the caste of a monk, but ask for the caste of a soldier. The BJP-led federal government run by the RSS is running away from the caste census but asks for a caste certificate from those applying under the Agnipath recruitment scheme who are ready to give their lives for the country. They are asking for their caste so that RSS can later decommission ‘Agniveers’ (recruited persons) on the basis of caste,” he tweeted in Hindi.,© Photo : Twitter/@yadavtejashwiRJD Politician Tejashwi Prasad Yadav Hits Out at Federal Government over Agnipath SchemeRJD Politician Tejashwi Prasad Yadav Hits Out at Federal Government over Agnipath Scheme© Photo : Twitter/@yadavtejashwi,Earlier on Monday, a parliamentarian from Janata Dal – United (JD-U), an ally of the Bharatiya Janata Party (BJP), also expressed displeasure over the issue and raised questions about the demand for a caste certificate.,In a tweet in Hindi, he questioned Defense Minister Rajnath Singh and demanded clarification.,© Photo : Twitter/@UpendraKushJDUJD-U Politician Upendra Kushwaha Questioned Defense Minister Rajnath Singh over Agnipath SchemeJD-U Politician Upendra Kushwaha Questioned Defense Minister Rajnath Singh over Agnipath Scheme© Photo : Twitter/@UpendraKushJDU,After the uproar by the Opposition parties, Defense Minister Rajnath Singh denied the allegations as he said that the old system, which is existing since the pre-independence era, is being continued.,While talking to the media outside the Parliament, Singh said: "It's just a rumour. Earlier system, existing since the pre-independence era, is going on. No change has been made. old system is being continued.","Requirement for aspirants to submit caste certificates & if required, religion certificates was always there. No change has been made in the Agnipath scheme in this regard," an Army official also told media.,"Religion is also required for performing last rites as per religious rituals for recruits who die during training and soldiers who die in harness," he added.,The Indian government announced the scheme on June 14 to enroll young people below the officer rank for four years.,The scheme, which aims to bring down the average age of service personnel, has evoked countrywide protests and criticism from opposition parties.,Massive protests were staged in various parts of the country and several of them even became violent as trains were set ablaze, public property was vandalized and railway tracks as well as highways were blocked.,The protesters and critics want the scheme to be rolled back as it doesn’t include benefits such as pensions or social security.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。（文稿为机器转录，如有出入，请以音频为准）每天10分钟拆解新闻背后的逻辑。大家好，今天是2025年的11月6号星期四，我是董小姐。 1、传"国产替代"加码，芯片板块如何看？今天，国内市场整体回暖，科技板块在芯片带动下尤为亮眼。触发因素如下：海外媒体称，中国官方已禁止国有数据中心使用海外人工智能芯片，并下发指导意见。具体要求是：凡获国家资金支持的数据中心，新项目必须100%采用国产AI芯片；已开工且完成度低于30%的项目，须拆除已装国外芯片并更换为国产；若项目已至中期或尾声，则视情况决定是否部分拆除、重新替代。该消息瞬间打开想象空间，市场对国产高端AI芯片需求再上台阶的预期升温，相关上市公司股价大幅拉升。回到原点，这条消息的可信度如何？个人判断较为合理，且至今未见官方否认。在敏感时点、敏感领域，未否认即近似默认。