A-share market pre-market report | Trump announced a $ 500 billion AI investment plan, many leading companies' performance surged.

Pre-market news 1. Trump announces a large AI investment plan, tech giants promise to invest up to $500 billion in the U.S. Type: Industry Sentiment Impact: Positive Trump announced a new large-scale artificial intelligence investment plan on Tuesday. OpenAI, SoftBank, Oracle, and other partners will establish a joint venture named "Stargate" to build infrastructure. These companies have committed to initially invest $100 billion in the joint venture and plan to invest up to $500 billion in the next four years. 2. Multiple companies report positive earnings forecasts! Shenzhen Everwin Precision Technology, GigaDevice Semiconductor Inc. expected to increase non-deductible net profit by over 30 times Type: Company Sentiment Impact: Positive Listed companies' earnings forecasts are reaching their peak. Shenzhen Everwin Precision Technology, GigaDevice Semiconductor Inc. are expected to increase non-deductible net profits by over 30 times. Will Semiconductor is expected to increase non-deductible net profit by over 20 times. Kunshan Huguang Auto Harness, GH SHIPPING, Hangzhou Changchuan Technology are expected to see net profit increase by over 1000%. Additionally, Contemporary Amperex Technology is expected to have a net profit of $49-53 billion, an increase of 11.06-20.12% year-on-year. 3. Ministry of Industry and Information Technology speaks out! Concerned with stabilizing growth in key industries and promoting high-quality development of the digital industry Type: Industry Sentiment Impact: Positive The Ministry of Industry and Information Technology announced at a press conference that they will accelerate the drafting of documents to promote high-quality development of the digital industry. They will launch a new round of ten key industries stabilizing growth work plan, intensify efforts to promote large-scale equipment updates and consumer goods trade-ins; pilot deployment of 10 gigabit optical networks by 2025, and orderly promote the construction and optimization of computing power centers. 4. Guangdong issues 28 measures for high-quality development of the capital market, supporting technology-oriented and key industries to go public Type: Macro Sentiment Impact: Positive Guangdong has issued the "Several Measures to Help Guangdong's Modernization Construction through High-Quality Development of the Capital Market." The document proposes to support technology-oriented and key industry companies to go public; make full use of tools such as capital market equity and debt financing, mergers and acquisitions, and equity incentives; promote the integration of high-quality resources from state-owned enterprise groups into listed companies. Investment Calendar Dream Back to Yuanmingyuan VR Large Space Exhibition Opens Investment Tips When the market is overbought, it shows weak momentum in rising and shows strong momentum in falling; a bull market usually reaches its peak in excessively active trading volume, and often begins with relatively light trading volume. Robert Rhea's "Dow Theory" Editorial Viewpoints The market saw slight differentiation yesterday, with consumer electronics, chips, and other themes becoming active alternately; Huaan believes that the market is in a moment of change, focusing on high dividends, consumption, and communication. Institutional Views 1. Huaan: External risks are gradually easing, the market is at a moment of change, focus on high dividends, consumption, and communication. 2. Industrial: It is time to move away from pessimism and prepare for a new round of upward movement, focusing on new energy, military industry, and others. 3. Orient: The improved fundamentals in the fourth quarter further confirm, continue to focus on structural opportunities in the tech sector before the Spring Festival. Positive and Negative Prospects 1. Kimi's major upgrade on the dark side of the moon, accelerating development of domestic large-scale models Type: Institutional Hot Comment CITIC SEC: We are on the eve of a comprehensive outbreak of model capabilities. Major model companies are entering a new phase of accelerated iteration. The trend of reinforcement learning has become clear, and it is expected to break out in 2025. We are about to enter the moment of ChatGPT in machine learning. 2. Huawei regains the top market share in China, and listed companies in the industry chain are ready for good news Type: Market Hot Discussion Donghai Securities: The strong sales of Huawei phones and the significantly increased inventory levels are bringing a large number of orders to the relevant supply chain, and the prosperity of the consumer electronics supply chain may see improvement. Focus on related chip targets in the RF chip, analog chip, CIS, and other fields. 3. 123 domestic games approved in January, gaming industry's market size expected to expand Type: Market Hot Discussion GF SEC: The A-share gaming sector is facing a grand product feast in 2025, with various companies having a very rich reserve of new products. Investors have high hopes for this, which is expected to drive a turnaround in performance. AI further promotes the expansion of the market size, thereby increasing the overall valuation of the sector. Announcement Express Positive Announcements 1. China Shenhua Energy: Cash dividends not less than 65% of the net profit for each year from 2025 to 2027 2. Shanghai International Airport: Net profit for 2024 expected to increase by 99% to 120% year-on-year 3. Cssc Offshore & Marine Engineering: Expected net profit for 2024 is from 350 million to 400 million yuan, an increase of 628% to 732% year-on-year Negative Announcements 1. Jinfa Labi Maternity & Baby Articles: Trading of company stock may be subject to delisting risk warnings 2. CCCG Real Estate: Trading of company stock may be subject to delisting risk warnings 3. Yunnan Energy New Material: Expected net loss of 515 million to 665 million yuan for 2024 Overseas Market U.S. stock indexes collectively rose, Apple fell, Nvidia regains top market value, and other large tech stocks also performed well. The number of stocks is rising, with the concept of quantum computing stocks on the rise; as for Chinese concept stocks, the NASDAQ China Golden Dragon Index fell by 0.36%, ending a four-day winning streak.This article is reproduced from "Tencent Stock Selection" and edited by GMTEight editor: Xu Wenqiang.