Pre-market report on A-shares | Huang Renxun outlines a grand blueprint for AI! Nvidia rises nearly 5% to new high.

Pre-market News 1. Huang Renxun outlines a grand blueprint for AI: 6G, quantum computing, Siasun Robot&Automation, and autonomous driving all have a share Type: Company Sentiment Impact: Positive Nvidia held the GTC conference, with Huang Renxun covering a wide range of topics including the globally hot 6G, quantum computing, physical AI, Siasun Robot&Automation, nuclear fusion, and autonomous driving. Huang Renxun also announced that orders for Blackwell and Rubin chips have reached $500 billion by the end of the 2026 fiscal year. Nvidia's stock price rose 4.98% overnight, with a total market value close to $4.9 trillion. 2. Summarizing the 7 key points of the "15th Five-Year Plan" proposal: Strengthening the coordinated functions of investment and financing in the capital market Type: Macro Sentiment Impact: Positive The "15th Five-Year Plan" proposal has been officially announced, emphasizing the significant achievements in high-quality development and proposing to improve the inclusiveness and adaptability of the capital market system, strengthen the coordinated functions of investment and financing in the capital market, accelerate the construction of a strong financial country, and make a series of deployments to promote high-level technological self-reliance, build a strong domestic market, and enhance fiscal sustainability. 3. People's Bank of China: Uphold the bottom line of preventing systemic financial risks and consolidate the positive trend of the capital market Type: Macro Sentiment Impact: Positive People's Bank of China Governor Pan Gongsheng delivered a report on the financial work situation on behalf of the State Council. Pan Gongsheng stated that they will implement and refine moderately loose monetary policy, study new policy measures for reserves, vigorously rectify the disorderly and irrational competition among financial institutions, consolidate the positive trend of the capital market, and improve the stability mechanism of the market. 4. Is China relaxing its export controls on rare earths? Ministry of Foreign Affairs responds: The essence of China-EU economic and trade relations is complementary advantages Type: Industry Sentiment Impact: Neutral A reporter from Agence France-Presse asked whether China intends to relax its export controls on rare earths, as the EU and China are scheduled to hold trade agreement talks in Brussels and discuss related issues on rare earths. The Ministry of Foreign Affairs spokesperson stated that the essence of China-EU economic and trade relations is complementary advantages and win-win cooperation, and hopes that the EU will abide by its commitments to support free trade and oppose trade protectionism.