Evening hotspots in A-shares | The China Securities Regulatory Commission deploys work for the year 2025! Further stabilizing market expectations Comprehensive implementation of market value management guidelines.

na Southern Airlines Co. Ltd.Equal Weight 9 10220 11 12ZRating of Southern Airlines' A shares.9. The State Council Information Office will hold a series of press conferences on the theme of "Achievements of China's High-Quality Economic Development" on Tuesday, introducing the situation related to financial support for high-quality economic development. 10. A 6.8 magnitude earthquake occurred in the waters near Kyushu Island, Japan. It is known that Kyushu Island is an important production base for semiconductors and related industries in Japan and even globally. 1. The White House announced new restrictions on the export of AI chips. Nvidia's official statement criticized the Biden administration. In response to the new regulations issued by the Biden administration on Monday, imposing export quotas and restrictions on AI chips to over 100 countries and regions worldwide, Nvidia issued a statement on its official website accusing the Biden administration of attempting to bureaucratically control the global marketing of semiconductors, computers, and software systems through a document drafted in secrecy and without appropriate legislative review in the final days of its term. Nvidia stated that this "extensive abuse of power" by the Biden administration threatens the hard-won technological advantage of the United States. 2. The US Dollar Soars! Multiple currencies undergo major fluctuations, what has happened? On January 13, the US dollar index briefly surpassed the 110 index mark for the first time since November 2022. Due to the surge in the US dollar, other non-US currencies such as the Indian Rupee, Euro, and Pound fell. On the news front, the strong nonfarm data released by the United States last Friday exceeded expectations, rekindling inflation risks, leading to a rise in the US dollar index and a fall in other currency. Federal funds futures show that traders no longer fully expect the Federal Reserve to cut interest rates before the end of the year. 3. Big Moves by a $4 Trillion Giant! Suddenly announced to clear Tesla shares, what does this signal? On January 13, it was reported that ABP, the largest pension fund in Europe, sold all its Tesla shares totaling 5.71 billion euros (about 5.85 billion dollars) in the third quarter of last year, partially due to disagreements with Musk's compensation plan. However, after ABP completed the sale, Tesla's stock surged all the way to a high of $488.54 per share, doubling the average price at which ABP sold. ABP stated that they do not regret selling Tesla shares this time. 4. Continuous Rise in Oil Prices, Could it Disrupt Fed Decisions? In recent weeks, international crude oil prices have been rising, mainly driven by cold weather, a decline in US inventories, and speculation that Trump officials may tighten restrictions on the flow of Iranian oil in the coming months. Analysis suggests that if soaring prices lead to increased inflation, it may present a challenge to central bankers around the world, including the Federal Reserve. Investors have been lowering their expectations for interest rate cuts by the Federal Reserve this year, as the US economy shows strong performance and price pressures persist. Among the investment opportunities that are currently being monitored in the market, symbiotic computing is receiving attention. 1. Data Center Energy Trends! Huawei Focuses on Symbiotic Computing, Expected to Drive Industries such as Liquid Cooling and Energy Storage On the afternoon of January 13, Huawei held a live broadcast to announce the ten major trends in data center energy by 2025, proposing that symbiotic computing will become a new model for data center construction. It is worth noting that the NDRC, NEA, and NBS issued a plan of action in 2024 to accelerate the construction of a new power system, which includes the implementation of a number of symbiotic projects between computing power and electricity. A recent research report by Guosheng Securities pointed out that the industrial chain drive from computing power to upstream energy is an inevitable path. With the accelerated development of the AI industry, various subfields such as GPUs, CPUs, storage, communications, and copper cables have become the hot topics in the current market. However, behind the computing power ecosystem, there is a strong dependence on the continuous supply of energy and infrastructure. The technological industry chain driven by AI is extending from computing power ecology to energy IT infrastructure. In addition, the following sectors are worth paying attention to: 2. Low Altitude Economy|State Council: Researching and Formulating Management Norms for Low Altitude Flight Tourism Products, Encouraging the Development of Diverse and Differentiated Low Altitude Flight Tourism Products 3. Innovative Drugs|The National Medical Insurance Bureau will introduce new measures to support innovative drugs 4. Consumer Electronics|Canalys: Global PC shipments are expected to increase by 3.8% in 2024, reaching 255 million units Regarding positive announcements, it is advised to pay attention to Jiangsu Zhengdan Chemical Industry's significant increase in net profit. As for negative announcements, there is a risk of a rapid decline for Shaanxi Meibang Pharmaceutical Group, which has seen eight consecutive trading halts. Positive Announcements 1. Jiangsu Zhengdan Chemical Industry: The estimated net profit for 2024 is expected to be between 1.1 billion and 1.3 billion yuan, a year-on-year increase of 11039% to 13064% 2. WuXi AppTec: Sold WUXI XDC7.17% shares, realizing a total investment income of 2.016 billion yuan 3. Hygon Information Technology: The estimated net profit for 2024 is expected to be between 1.81 billion and 2.01 billion yuan, a year-on-year increase of 43% to 59% 4. Foshan Haitian Flavouring and Food: Has submitted an application to the Hong Kong Stock Exchange for an H-share IPO and has published the application materials 5. Guolian: The company's A-share security abbreviation is proposed to be changed to Guolian Minsheng 6. Anhui Bossco Environmental Protection Technology: Planning a change in the company's controlling rights, stock trading suspended Negative Announcements 1. Shaanxi Meibang Pharmaceutical Group: The stock has shown a significant "pass-the-parcel" effect, with a potential for a rapid decline at any time 2. Shenzhen Ampron Technology: The proportion of revenue from force sensor products used in the general Siasun Robot&Automation and collaborative Siasun Robot&Automation fields is extremely low in the main business income 3. Shanghai Laiyifen, with three consecutive trading halts: Currently, sales through WeChat channels account for less than 1% of the company's revenue 4. Soho Holly Corporation, with three consecutive trading halts: At present, sales through WeChat channels account for less than 1% of the company's revenue. The Panda Smart Plush Toy is a plush toy embedded with a module that has artificial intelligence capabilities. The company does not engage in AI-related business.5. Suzhou UIGreen Micro&Nano Technologies: Shareholders and senior management plan to reduce their holdings of the company's shares by no more than 2.25%. This article is reprinted from "Tencent Stock Selection", Edited by GMTEight: Xu Wenqiang.