A-share pre-market report | Middle East ceasefire extended and strong financial report boost US stocks to close higher, Nasdaq hits another record high, chip stocks soar.

Pre-market news 1. Middle East ceasefire extended and robust financial reports boost U.S. stocks, Nasdaq hits record high again, chip stocks surge Type: Market Sentiment impact: Positive U.S. stocks closed higher on Wednesday, with the Nasdaq hitting a new all-time high. Trump announced an extension of the ceasefire agreement with Iran, as well as easing tensions in the Middle East, injecting optimism into the market. In addition, strong performance in the first quarter earnings season provided important fundamental support. U.S. chip stocks rose across the board, with the Philadelphia Semiconductor Index rising nearly 3%, also reaching a new high. Reports suggest that Intel, AMD, or other chip manufacturers may initiate a new round of price increases in the second and third quarters of this year. 2. Accelerate energy-saving and carbon reduction of digital infrastructure! Central and State Offices issue important documents, green energy track sees positive news Type: Industry Sentiment impact: Positive The Central and State Offices issued the "Opinions on Enhancing Energy Saving and Carbon Reduction Work to a Higher Level of Quality." The document outlines the need to accelerate energy-saving and carbon reduction in digital infrastructure, vigorously develop non-fossil energy and new energy storage, and expedite the construction of new power systems. Market analysis suggests that the document explicitly requires strict control of fossil energy consumption, providing a solid foundation for the development of clean energy such as solar and wind power in China's new energy system. 3. Tesla's Q1 profits exceed expectations, revenue reaches a three-year high growth rate, and free cash flow unexpectedly turns positive Type: Company Sentiment impact: Positive Tesla announced its first quarter financial report for 2026, with revenue of $22.387 billion, a 16% year-on-year increase, net profit of $477 million, a 17% year-on-year increase, and positive free cash flow of $1.4 billion. After-hours stock prices surged by 4%. Tesla is also expanding its Robotaxi service range, with the Cybercab autonomous driving ride-hailing service expected to gradually replace existing Model Y fleets, becoming the highest-volume model under Tesla in the long term. 4. Global price increase trend spreading! Fiber optic concept surges again, related companies warn of risks Type: Company Sentiment impact: Positive On April 22, the fiber optic concept surged, with multiple stocks such as Suzhou Everbright Photonics hitting limit-up. Related concept stocks issued risk warnings in the evening. Jiangsu Zhongtian Technology issued an abnormal announcement, noting the high attention from the market and media on fiber optic cable industry demand, prices, and related issues. If there are future industry policy adjustments, market demand lower than expected, tight supply of core raw materials, or significant price fluctuations, it may affect the company's production operation, product costs, and profitability.