Pre-market report on A-share market | Official emergency reminder on "lobster" safety

Pre-market headlines 1. National Internet Emergency Center issues warning regarding "Lobster" safety Type: Industry Emotional impact: Neutral On March 10, the National Internet Emergency Center issued a security risk advisory for OpenClaw applications. Due to improper installation and use of the OpenClaw intelligence agent, serious security risks have emerged. It is recommended that relevant units and individual users take the following security measures when deploying and using OpenClaw: strengthen network control, enhance credential management, strictly manage plugin sources, and continuously monitor patches and security updates. 2. Strong AI orders! Oracle's last quarter revenue and earnings exceed expectations, stock price surges 10% after hours Type: Company Emotional impact: Positive Oracle announced its financial report for the 2026 fiscal third quarter, with single-quarter revenue and EPS increasing by over 20% for the first time in fifteen years, cloud revenue growing by 44% year-on-year, and revenue guidance for the 2027 fiscal year raised to $90 billion, a 34.3% increase from the 2026 fiscal year. After the financial report was released, Oracle's stock price surged by 10% after hours. The company emphasized that the equipment funding for large AI orders comes more from customer prepayments or customer-purchased GPUs, combined with rapid financing, weakening the narrative of financial pressure. 3. "Escort" mishap triggers over 11% drop in oil prices! Chinese assets surge, Chinese concept stock index rises nearly 2% Type: Market Emotional impact: Neutral On Tuesday, U.S. Energy Secretary Chris Wright cited a video on social media and posted a message stating that the U.S. Navy had successfully escorted a tanker through the Strait of Hormuz. The post was later deleted, leading to a plunge of over 11% in international oil prices, marking the largest single-day drop since 2022. U.S. stocks closed mixed on Tuesday, with most popular Chinese concept stocks rising, the Nasdaq China Dragon Index rising by 1.96%, Alibaba rising by 3.17%, and JD rising by 0.95%. 4. Ministry of Industry and Information Technology launches industrial data foundation action, positive news for data element industry Type: Industry Emotional impact: Positive On March 10, the Ministry of Industry and Information Technology issued a notice to launch the industrial data foundation action. The action aims to cultivate a group of industry data collaboration alliances by the end of 2026 and build key industry data trustworthy interconnected platforms. It will create a group of high-quality, standardized, and circulated industry data sets, empowering the landing of a group of large-scale models and industrial intelligent agents. Institutions point out that with the closed-loop system combined with AI catalysis, attention should be paid to various links in the industrial chain such as data supply, data application development, and data security. Investment calendar The Fourth Session of the Fourteenth National Committee of the Chinese People's Political Consultative Conference (CPPCC) concluded Investment tips Mr. Market is sometimes optimistic, sometimes pessimistic, but value will eventually return. - Robin Robbins Institutional viewpoints 1. EB SECURITIES: External disturbances may gradually weaken, and the future opportunities in the equity market are greater than the risks, with performance worth looking forward to. 2. Soochow: Be vigilant about the chain reactions brought about by the "prolonged conflict" and prepare for risk prediction and response in advance. 3. Orient: The "prolonged conflict" is gradually dissipating, and in the short term, it is unlikely to become a major focus of the market. Good-bad Outlook 1. Jiangsu: By 2030, cultivate at least 30 typical applications for "brain-machine interface + consumption" Type: Policy focus Finance and Economics Securities: Brain-machine interfaces are entering a critical stage of large-scale application. Domestic companies have achieved parity with international leading levels in some areas and shown outstanding performance in device miniaturization and signal transmission speed, providing good investment opportunities in the medium to long term for the related industrial chain. 2. Huawei Data Storage Summit will be held on March 20, unveiling new data storage products Type: Market hot topic CITIC SEC: Continued bullish on storage demand exceeding expectations, industry supply-demand imbalances expected to continue until the first half of 2027, with core recommendations for storage module companies, storage original equipment manufacturers, and design companies closely associated with original manufacturers with strong short-term performance outlooks. 3. Guangdong: Focuses on the research and development, design, and manufacturing of AI chips such as GPU and ASIC Type: Market hot topic Dongxing: The artificial intelligence industry is currently in a three-dimensional resonance stage of policy, technology, and demand, with domestic chips and cloud computing leaders gradually verifying on performance, substantial investments in CapEx by large companies pushing up industry development certainty. There is still room for higher industry prosperity. Announcement express Positive announcements 1. Industrial Fulian: Net profit in 2025 was 35.286 billion yuan, a year-on-year increase of 51.99% 2. Guangzhou Baiyun International Airport: Passenger throughput in February was 7.4759 million, a year-on-year increase of 18.39% 3. Zhejiang Southeast Space Frame: Plans to repurchase shares worth 100 million to 200 million yuan Negative announcements 1. Gemdale Corporation: Signed amount in February was 630 million yuan, a year-on-year decrease of 77.50% 2. Yueyang Forest & Paper: Loss of 235 million yuan in 2025, turning from profit to loss year-on-year 3. Shenzhen Yinghe Technology: Shareholder Wang Weidong plans to reduce holdings by no more than 2.47% of shares Overseas markets The market continues to focus on the U.S.-Iran conflict, with U.S. stock indexes showing mixed movements, and the S&P 500 index closing slightly down. Large tech stocks have mixed performance, with Nvidia rising by 1.16%. Chinese concept stocks rose by nearly 2%, with Alibaba rising by 3.17%. This article was reprinted from "Tencent Stock Selection." GMTEight Editor: Xu Wenqiang.