A-share evening hot topics | Three departments jointly issue! Accelerate the large-scale application of artificial intelligence.

3 IP 4 5 This summer continues to be a factor affecting the market. Allianz Investment Management Company stated, "The longer tariffs remain at high levels, the greater the risk of rising inflation or slowing growth."As of last Friday, the 30-year US Treasury bond yield exceeded 5%, pushing up corporate borrowing costs and putting pressure on the stock market. Dow Jones market data shows that since 1950, summer has been the worst performing season for the S&P 500 index, with seasonal factors also weighing on US stocks. 3. What happened for Japan to lose its position as the world's largest creditor nation for the first time in 34 years? On May 27, the long-term government bond yields in Japan saw a slight decline, with the 20-year government bond yield at 2.412% and the 30-year government bond yield at 2.955%. Nevertheless, risks in the Japanese bond market still need to be monitored. Several Japanese life insurance companies have reported paper losses on their Japanese government bond holdings for the fiscal year 2024. Market focus is on the auction of the 40-year Japanese government bonds on Wednesday to see if it can alleviate structural supply-demand imbalances in the Japanese bond market. Market analysis by a self-selected individual revealed investment opportunities in areas like chips. 1. TSMC to establish a European chip design center in Munich, Germany On May 27, a senior executive at TSMC announced that the company will open a chip design center in Munich, Germany. The President of TSMC Europe revealed that the Munich design center will open in the third quarter of 2025 and aims to support European customers in designing high-density, high-performance, and high-efficiency chips, mainly targeting applications in the automotive, industrial, artificial intelligence, and Internet of Things sectors. Additionally, the following sectors are also worth noting: 2. Artificial Intelligence | Shanghai: Supporting integrated application research of technologies such as artificial intelligence and brain-machine interfaces in the field of rehabilitation aids. 3. Livestock | Muyuan Foods submits application for listing on the Hong Kong Stock Exchange (IPO). In terms of positive announcements, attention is drawn to Bangyan Technology's share buyback plan, while negative announcements include Jiangsu Zhongchao Holding's indication of risks. Positive Announcements: 1. Bangyan Technology: Plans to repurchase shares worth 30 to 50 million yuan. 2. Nancal Technology: Plans to repurchase company shares worth 10 to 20 million yuan. 3. Thunder Software Technology: Obtained commitment letter for special loan for stock repurchases from financial institutions. 4. Beijing Zhongkehaixun Digital S&T Co., Ltd.: Signed a contract for a 163 million yuan information processing subsystem procurement project. 5. Yunnan Luoping Zinc & Electricity: Controlling shareholder plans to change company control ownership, stock suspended from trading. Negative Announcements: 1. Jiangsu Zhongchao Holding with 17 red boards in 11 days: During abnormal stock price movements, controlling shareholder Yang Fei sold 0.26% of the company's shares. 2. Suzhou Longjie Special Fiber with 13 red boards in 9 days: Company's TTM P/E ratio higher than industry median level. 3. Leshan Electric Power with 6 red boards in 3 days: Tianjin Bo Hai, a shareholder, reduced holdings by 6.9 million shares between May 6 and May 27. 4. Zhejiang Jinghua Laser Technology with 6 red boards in 5 days: The company's cultural and creative business has significant unpredictability. 5. Zhejiang Unifull Industrial Fiber with 3 red boards in 2 days: No significant changes in recent operational performance and internal and external operating environment. This article is reprinted from "Tencent Self-selected Stocks," edited by GMTEight: Xu Ran.