A-share pre-market report | US semiconductor stocks rise for 17 consecutive days! Texas Instruments Incorporated (TXN.US) surged 19% as new energy receives policy boost.

Pre-Market News 1. U.S. semiconductor stocks rise for 17 consecutive days, setting a historical record! Strong CPU demand, Intel surges nearly 20% after earnings Type: Market Sentiment: Positive The situation in the Strait of Hormuz continues to be a focus of the market. U.S. stocks closed lower on Thursday, with concerns about "AI disruptions" resurfacing. Software stocks led the decline, but the semiconductor sector surged against the trend, hitting an unprecedented 17-day consecutive rise. Texas Instruments surged by 19%, Intel AI driving guidance exceeded expectations, and strong CPU market demand is fueling a new round of price increases, with a nearly 20% surge after earnings. Brent crude oil broke through $105, WTI crude oil rose 3.7%, reaching a two-week high. 2. The offices issued the Evaluation and Assessment Methods for Carbon Peaking and Carbon Neutrality, benefiting new energy, experts interpret Type: Industry Sentiment: Positive On April 23, the central and state offices issued the "Comprehensive Evaluation and Assessment Methods for Carbon Peaking and Carbon Neutrality." It pointed out the need to formulate the "14th Five-Year Plan" action plan to peak coal consumption and oil consumption. Experts say the method sends two core signals: on the one hand, it aims to advance energy efficiency at higher levels, supporting more economic growth with less energy consumption; on the other hand, it emphasizes controlling fossil energy consumption, vigorously developing non-fossil energy, and reducing carbon emissions with the same energy consumption. 3. Trump announces three-week extension of ceasefire between Lebanon and Israel, Iran says focus of negotiations has shifted to complete ceasefire Type: Market Sentiment: Positive U.S. President Trump announced that Israel and Lebanon will extend the existing ceasefire agreement by three weeks. This move aims to create space for both parties to reach a long-term agreement and help remove an obstacle to ending U.S.-Iran hostilities. He said he does not want to rush into things. Iranian sources say that Iran-U.S. negotiation preparatory work in the past two days may have made a breakthrough. Iran emphasized that the nature of recent negotiations has fundamentally changed, with the core issue no longer being the nuclear issue but the complete end of the war. 4. Many A-share companies see significant increase in performance! Storage chip boom, stock Shannon Semiconductor Technology's net profit surges by 7835% Type: Company Sentiment: Positive Beijing SOJO Electric, Guangdong Guanhao High-tech, and Shannon Semiconductor Technology successively released their first-quarter reports for 2026, with net profit increasing by 29615.01%, 27725.76%, and 7835.06% respectively year-on-year. They rank in the top three in terms of net profit growth in the first quarter of A-share companies. Shannon Semiconductor Technology attributes the performance change to the expansion of sales of electronic component products and price increases. In addition, Eoptolink Technology Inc.'s net profit in the first quarter increased by 77% year-on-year but decreased by 13% quarter-on-quarter, considered lower than expected. Investment Calendar China Aerospace Day 2026 Investment Tips Success is not about perseverance. The key to success lies in choosing the right thing to persevere with and quitting other things. -Anne Duke, Timing Out Institutional Views 1. Founder: The Shanghai Composite Index fluctuating around 4100 is a normal volatility, focusing on commercial aerospace, pan-AI themes, etc. 2. Soochow: The ChiNext Index's volatility is at a historical high and faces risks of reduced volatility. Focus on storage, optical communication, and other tracks. 3. Orient: The short-term market faces a seesaw market between computing power hardware and safe-haven sectors, but the medium-term opportunities in technology remain significant. Positive and Negative Expectations 1. Beyond Claude! OpenAI releases the strongest model GPT-5.5, competing for the enterprise-level paid market Type: Market discussion Sinolink: In 2026, AI large models have surpassed the technical base category, evolving into dominant traffic gateways in the AI era. Their powerful semantic understanding, data analysis, and multimodal generation capabilities are benefiting areas such as marketing. 2. Middle East Conflict "Ignites" Roof: European households flock to CECEP Solar Energy, demand doubles Type: Institutional commentary Shanxi: The photovoltaic industry is transitioning to high-quality development, and the supply-demand pattern is expected to gradually improve. Emerging markets are rapidly developing and have become key markets for new installations. 3. National Energy Administration: This year, it aims to make new breakthroughs in the construction of the Yangtze River Delta power market Type: Policy focus China Great Wall: The significant increase in AI data center electricity demand is expected to directly drive the demand for transformers, high-voltage cables, and other equipment. Domestic exporters of related electric grid equipment may benefit from multiple factors driving demand domestically and internationally, expecting strong exports of key electric grid equipment products. Announcement Express Positive Announcements 1. Shannon Semiconductor Technology: First-quarter net profit increased by 7835% year-on-year, due to the expansion of electronic component product sales 2. Guangdong Guanhao High-tech: First-quarter net profit in 2026 reached 180 million yuan, an increase of 27725.76% year-on-year 3. Canmax Technologies: First-quarter net profit increased by 1472% year-on-year, with increased sales volume due to rising prices of lithium battery products Negative Announcements 1. Jikai Equipment Manufacturing: Expected total profit for 2025 is negative, stock trading may be subject to delisting risk warnings 2. Hangzhou Cable: Second-largest shareholder, Fuchunjiang Communications Group, along with four directors collectively reduced their shares by 6.156 million shares 3. BANGDE: First-quarter net profit was 16.2792 million yuan, a year-on-year decrease of 43.99% Overseas Markets Increased uncertainty in the Middle East combined with differentiated financial reports led to all three major indices collectively falling. On the market, most popular technology stocks saw declines, with Microsoft dropping by nearly 4%, Tesla by 3.56%, and Nvidia by 1.41%. Popular Chinese concept stocks mostly declined, with TAL Education falling by over 9%, XPeng Group by over 6%, and Alibaba, NetEase, and Nio all falling by over 3%. This article was reposted from "Tencent Self-selected Stocks," GMTEight editor: Xu Wenqiang.