Pre-market report on A shares | National Development and Reform Commission to deploy! Deepen the implementation of "artificial intelligence +" action Many countries imposing tariffs on the US

Pre-market news 1. Trump signs executive order, setting tariffs at 10% to 41% for multiple countries Type: Macro Emotional impact: Negative US President Trump signed an executive order determining "equal tariffs" rates for multiple countries and regions, with specific rates ranging from 10% to 41%. The tariff rate for Canada was raised from 25% to 35%. The White House also stated that if any country or region uses third-country transshipment to evade tariffs, their goods will be subject to a 40% transshipment duty. 2. State Council deploys! Promote the in-depth implementation of "Artificial Intelligence +" action, promote the scale commercial application of AI Type: Industry Emotional impact: Positive The State Council deliberated and passed the "Opinions on Promoting the In-depth Implementation of the 'Artificial Intelligence +' Action". The meeting proposed to promote the in-depth implementation of the "Artificial Intelligence +" action, vigorously promote the large-scale commercial application of artificial intelligence, and accelerate the popularization and deep integration of artificial intelligence in various fields of economic and social development, forming a virtuous cycle of innovation leading to application and application promoting innovation. 3. Apple's financial report significantly exceeds expectations! Revenue reaches nearly a four-year high, but AI anxiety and tariff clouds remain Type: Company Emotional impact: Positive Apple's third-quarter total revenue reached $94.04 billion, the highest level in recent years, a 10% year-on-year increase, with a net profit of $24.43 billion. Cook pointed out that about one percentage point of revenue growth came from "consumers buying products ahead of time due to expected tariff increases". In addition to tariff risks, Apple's other major concern is the lack of a convincing artificial intelligence strategy. 4. National Development and Reform Commission: Promote the construction of a nationwide unified large market, eliminate "cutthroat" competition Type: Macro Emotional impact: Positive The National Development and Reform Commission held a briefing on the development and reform situation in the first half of the year. The meeting proposed to increase efforts to stabilize investment and promote consumption, expand investment increment in a targeted manner, cultivate and expand new productive forces in accordance with local conditions, promote the deep and solid implementation of the "Artificial Intelligence +" action, promote the construction of a nationwide unified large market, eliminate "cutthroat" competition, and steadfastly expand high-level opening-up. Investment Calendar NDRC interprets the economic situation and work Investment Tips For external situations, what is really important is not the trend but the change in the trend. The change in trend is the key to determining the success or failure of an organization and its efforts. Peter Drucker's "The Effective Executive" Institutional Views 1. Huaxi: The market may have a chance to challenge the 2024 high in the second half of the year, and technology growth such as "AI+" remains the medium- to long-term main theme. 2. Huatai: Short-term pullbacks will benefit the market to move more steadily, entering August, funds' focus on performance may increase. 3. Orient: The stock market has entered a medium- to long-term slow bull stage, focusing on thriving sectors such as innovative medicine, military industry, and general technology. Positive and negative outlook 1. Initial evidence of charging mechanism for brain-computer interface, Medical Insurance Bureau: Technology can be quickly applied clinically after approval Type: Market discussion Open source Securities: The global market for medical applications of brain-computer interfaces is expected to reach $40 billion by 2030. Many policies supporting the development of the brain-computer interface industry have been issued this year, and the convergence of policies and technologies is expected to accelerate the landing of the brain-computer interface industry. 2. Shenzhen issues documents to create the world's number one city for low-altitude economy, with the target output value exceeding 130 billion Type: Policy focus Guoyuan: The trillion-dollar low-altitude economy market is opening up, with dual-drive of policy and capital, accelerating the formation of a three-dimensional ecological ecosystem, with technological breakthroughs and innovative scenarios promoting commercialization. Focus on specific areas such as aviation batteries and core components, low-altitude security and air traffic control systems. 3. Chinese gaming industry report: In the first half of the year, domestic game market revenue and user scale reached new highs Type: Market discussion Jianghai Securities: Long-term investment value of top game companies going global shines, regulatory policies continue to protect the gaming sector. The gaming sector has good cash flow, increasing policy support, deepening development of AI games, and continued optimism for investment opportunities in the gaming sector. Announcement Express Slightly positive announcements 1. Xgimi Technology: Expects a net profit of 88.6622 million yuan in the first half of the year, a year-on-year increase of 2062.33%. 2. Jinhe Biotechnology: Net profit in the first half of the year reached 138 million yuan, a year-on-year increase of 51.52%. 3. Sinopec Oilfield Service Corporation: Won a bid for a total construction contract project worth 3.597 billion yuan Slightly negative announcements 1. Southchip Semiconductor Technology (Shanghai): Expects a net profit of 109 million to 133 million yuan in the first half of the year, a year-on-year decrease of 47.03% to 35.09%. 2. Guangdong Tecsun Science & Technology: Controlling shareholder and actual controller plan to reduce their holdings by no more than 3% of the company's shares. 3. Harbin Hatou Investment: Shareholder Dazheng Group plans to reduce its holdings of the company's shares by no more than 1%. Overseas Market Tariff clouds weigh on the stock market, with the three major US indices collectively declining. Large technology stocks are mixed, with Meta and Microsoft rising 11% and 4% respectively after their earnings reports. Most popular Chinese stocks rose, with NIO up nearly 8%. This article is reproduced from "Tencent Self-selected Stocks", GMTEight editor: Xu Wenqiang.