A-share pre-market report | Global sudden "black swan" event! New changes in the oil market, "Technology Spring Festival Gala" CES is coming.
The 2025 International Consumer Electronics Show will be held on January 7th local time.
Pre-market news
1. The first geopolitical "black swan" attack in 2026 Analysts predict the direction of international oil prices
Type: Macro
Sentiment impact: Negative
In the early morning of the 3rd, the US launched a large-scale military strike against Venezuela and captured Venezuelan President Maduro. US President Trump publicly announced that large US oil companies will enter Venezuela and invest billions of dollars. Experts believe that in the short term, the high risk premium will drive international oil prices higher. However, if the US gains control of the local oil industry, it may exacerbate the oversupply situation in the international oil market, creating long-term bearishness.
2. Shanghai: By 2028, the core industry of Shanghai's low-altitude economy will reach around 80 billion yuan
Type: Industry
Sentiment impact: Positive
Shanghai issued a notice on "Measures to Accelerate the Construction of an Advanced Manufacturing Cluster in the Low-Altitude Economy in the Yangtze River Delta." It mentioned that by 2028, the core industry of Shanghai's low-altitude economy will reach around 80 billion yuan, forming a complete industrial chain system of low-altitude new aircraft. Institutions believe that about 30 provinces have included "low-altitude economy" in the "Five-Year Plan." From the perspective of application scenarios, low-altitude logistics, low-altitude cultural tourism, and other application scenarios are taking the lead.
3. "Tech Gala" CES is here! Market focuses on four key points, NVIDIA may enter the AI PC market
Type: Industry
Sentiment impact: Positive
The 2025 International Consumer Electronics Show will be held on January 7th local time. The market is focusing on four key points: first, Huang Renxun will deliver a keynote speech and may announce NVIDIA's entry into the AI PC market; second, there will be a series of cutting-edge technologies and products in the field of AI glasses; third, companies like Samsung, TCL, etc., smart homes will stage a "battle"; fourth, many car companies will release intelligent cabins, self-driving technologies, and products.
4. Has the green channel for listing been halted? Ushu Technology firmly declares: false
Type: Company
Sentiment impact: Positive
On January 4th, media reported that the green channel for Ushu Technology's A-share listing had been halted, but the listing has not been halted. The report was widely reproduced by numerous media, online platforms, and self-media. Ushu Technology responded that the content of the report relating to the dynamics of Ushu Technology's listing work is not consistent with the facts, and Ushu Technology did not apply for any "green channel"-related matters.
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