Pre-market report on A shares | Trump calls for Fed rate cuts, Huawei will launch Xiaoyi app during Spring Festival with various intelligent bodies.

Pre-market news 1. Trump calls on OPEC to lower oil prices and promises to actively push for Fed interest rate cuts Type: Macro Emotional impact: Positive US President Trump stated at the Davos World Economic Forum annual meeting, "As oil prices fall, I will immediately request a reduction in the benchmark interest rate," Trump said, "Similarly, global interest rates should also decrease." 2. Dutch Prime Minister says should decide on export policy to China independently, will exchange views with China on related issues Type: Market Emotional impact: Positive Dutch Prime Minister Rutte stated that the Biden administration has exerted considerable pressure on the Dutch government to restrict ASML's export of advanced chip manufacturing equipment to China, "I believe it is important for us to decide what policy to implement on our own." The Netherlands maintains good trade relations with China and will exchange views with China on related issues. 3. Ministry of Commerce: Promote the expansion of pilot openings in the telecommunications, medical, education and other sectors Type: Industry Emotional impact: Positive The Ministry of Commerce held a routine press conference, and spokesperson He Yadong of the Ministry of Commerce stated that by 2025, the Ministry of Commerce will expand its opening up and continue to relax market access. It will steadily promote the opening up of the service industry and push for the expansion of pilot openings in the telecommunications, medical, education, and other sectors. 4. US hopes to own 50% of TikTok shares, Ministry of Commerce responds Type: Market Emotional impact: Neutral Media reports that Trump said TikTok needs to sell 50% of its shares to American companies and the US government. A Ministry of Commerce spokesperson stated that China has always respected and protected the legitimate rights and interests of enterprises, and opposes practices that violate the basic principles of the market economy and harm the legitimate interests of enterprises. Investment calendar State Council introduces measures to promote holiday consumption Investment tips Investment Tips: Whether or not you can face the tremendous pain caused by losses with calm and composure is the responsibility of every serious investor and wealth inheritor. In fact, investment is not a competition between people, but a competition with oneself, with one's own inner self, and with one's own foresight. But Bin's "Rose of Time" Editor's View Editor's View: Yesterday, the market surged and then fell back, with large financial stocks showing active performance, leading insurance and banking. Soochow believes that the cyclical style of technology as CKH HOLDINGS will be interpreted together in the spring before and after the Spring Festival. Institutional views 1. Shenwan Hongyuan Group: Maintaining the judgment that A-shares have the opportunity for a volatile market in the spring, focusing on AI computing power, humanoid Siasun Robot & Automation, etc. 2. Haitong: Changes in the fund and fundamentals have become positive, and A shares are expected to enter an upward trend driven by fundamentals. 3. Soochow: With ample liquidity around the Spring Festival, the cyclical style of technology as CKH HOLDINGS will be interpreted together. Positive and negative trends 1. Huawei will launch Xiaoyi APP during the Spring Festival, containing various intelligent bodies Type: Institutional hot review Shanxi: With the improvement of the independent working ability of AI intelligent bodies, the industrial Internet of Things will generate a large demand for communication between AI intelligent bodies, which will bring a large upgrade demand for traditional industries such as meters and gateways. 2. Many places issue tens of millions in movie consumption vouchers, with the box office expected to reach nearly RMB 50 billion by 2025 Type: Institutional hot review Galaxy Securities: Since 2024, the effects of film market slotting and the Matthew effect have become more apparent, with a weak supply side leading to a decline in the overall market performance. From the current presale performance of the Spring Festival file, the audience still has a high acceptance and willingness to watch high-quality films, and the Spring Festival file is expected to become a turning point for the film market. 3. Many listed companies are laying out AI toys, and the global AI toy market is expected to exceed $35 billion by 2030 Type: Market hot discussion Industrial: With the significant improvement in interactive experience, demand characteristics in non-serious use scenarios, fewer hardware limitations, and lower costs of AIization, AI toys have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals. Announcement express Slightly positive announcements 1. Allwinner Technology: It is expected that the non-GAAP net profit for 2024 will increase by 1456%-1951% year-on-year 2. Intco Medical Technology: expected non-GAAP net profit to increase by 990% - 1277% year-on-year in 2024 3. Anshan Hifichem: It is expected that net profit in 2024 will increase by 900% -1172% year-on-year Slightly negative announcements 1. Shanghai Welltech Automation: It is expected to lose between RMB 16-24 million in 2024 and will be subject to delisting risk warning 2. Thinker Agricultural Machinery: It is expected to lose RMB 110-170 million in 2024 and may be subject to delisting risk warning 3. Kunlun Tech: It is expected to lose RMB 1.39-1.99 billion in 2024 Overseas markets Self-selected brother's reminder: Trump calls on the US Federal Reserve to immediately cut interest rates, chip index and NVIDIA once fell over 2%, ultimately NVIDIA turned higher, S&P hit a historical high. Chinese concept index fell 0.7% before rebounding, Good Future up 21%. This article is reprinted from Tencent Self-selected Stocks, edited by GMTEight: Chen Wenfang.