Pre-market news of A-shares | Further relaxation of purchase restrictions! Major news in Shenzhen property market on the last day before the holiday! Can the red envelope market trend continue?

Pre-market news 1. The most expensive night in history, the four major tech giants in the US released their financial reports Type: Company Emotional Impact: Positive In the early morning of April 30th, Google, Microsoft, Meta, and Amazon released their 2026 Q1 financial reports. Google's first quarter revenue was $109.9 billion, with Google Cloud orders doubling to over $460 billion compared to the previous quarter. Microsoft's first quarter revenue was $82.9 billion, Amazon Web Services (AWS) revenue grew by 28% year-on-year, the highest quarterly growth rate in nearly four years. The stock prices of Google and other companies rose after hours, Meta's Q1 revenue increased by 33%, but concerns about capital spending caused a drop in stock price after hours. 2. Before the May Day holiday, the real estate market in Shenzhen made big moves: qualifying for home purchases in the core area and increasing the amount of housing provident fund Type: Industry Emotional Impact: Positive On April 29th, the Shenzhen Housing and Urban-Rural Development Bureau announced further optimization and adjustment of housing purchase restrictions and housing provident fund loan policies. Experts believe that this policy adjustment focuses on fine-tuning the purchase restrictions in core areas and significant increases in housing provident fund loan amounts, reflecting support for different groups of homebuyers. Issued on the eve of the May Day holiday in response to the overall requirement to stabilize the real estate market proposed on April 28th, the overall recovery of first-tier cities will accelerate further in the next step. 3. Oil prices surge! Trump's latest statement, saying negotiation with Iran is underway via phone Type: Macro Emotional Impact: Negative US President Trump stated on the 29th that negotiations with Iran are underway via phone, stating that the US will continue to enforce a maritime blockade on Iran until Iran agrees to a deal that addresses US concerns about the Iranian nuclear program. International oil prices rose sharply, with WTI crude oil futures settlement price up 6.95%, rising by $6.95; Brent crude oil futures price rose by $6.77, up 6.08%. 4. The last trading day before the May Day holiday, can the red envelope market rally continue? Institutional strategies have arrived Type: Market Emotional Impact: Positive April 30th is the last trading day before the May Day holiday. For trading strategies, institutions suggest following the trend. If the market opens strong, hold on to stocks for the rally; if there is a slight dip at the opening, there is no need to panic as core sectors such as non-ferrous metals, power equipment, and technology have strong resilience, so there is no need to panic sell. In the choice between holding stocks and holding cash, investors should make rational decisions: heavy investors can choose to hold stocks during the holiday, while light investors can hold cash and wait for opportunities to avoid uncertainties during the holiday. Investment calendar April official manufacturing PMI released Investment tips Investment Tip: In this competitive world, even the most sophisticated analysis can seem meaningless in the face of unpredictable changes. Buffett's Moat by Pat Dorsey Institutional views 1. Founder: Can hold stocks during the holiday, opportunities after the holiday will come from sectors such as computing power, semiconductors, high-end manufacturing, and new energy. 2. Guosen: The second quarter performance-driven strategy is expected to return, focusing on certain cyclical varieties and improvement in industry sentiment. 3. East Money Information: A-share first quarter performance is gradually coming to an end, industries can focus on new energy, coal, helium, electrolytic aluminum, etc. Positive and negative outlooks 1. Chip stocks in the US are erupting! Intel's stock rose by over 12% to a new high, with its stock price doubling within the month Type: Market discussion CMSC: Global storage supply is expected to remain relatively tight in 2026, with AI demand continuing to outpace capacity expansion. Various segments of the domestic storage industry will benefit from the price increase due to shortages, with a focus on storage manufacturers, storage testing/assembly, and outsourcing. 2. Lithium battery production continued to increase in May, with enterprise production increasing by 67% year-on-year, indicating a positive industry supply and demand balance Type: Institutional commentary Dongguan Securities: Pre-production in the lithium battery industry chain continued to increase in May, reflecting strong downstream demand. Industry efforts to combat internal competition continue. Improvement in the supply and demand structure of the industry chain, with the expectation of increasing volume and profit alignment. Lithium battery companies reported significant increases in the first quarter, with notable improvements in profitability. 3. Demand explodes after the release of DeepSeek V4, ByteDance, Alibaba, and other giants scramble for Huawei Ascend 950 chips Type: Market discussion BOC International: The DeepSeek V4 series in collaboration with Huawei Ascend will redefine the era of high-performance model cost-effectiveness. The enhanced Agent capability is expected to accelerate the commercialization of domestic computing power, serving as an important validation point for the domestic substitution logic. Announcement highlights Positive announcements 1. Cambricon: Net profit for the first quarter was 1.013 billion yuan, an increase of 185.04% year-on-year 2. Ganfeng Lithium Group: Net profit for the first quarter was 1.837 billion yuan, an increase of 616.34% year-on-year 3. Glory View Technology: Net profit for the first quarter was 30.2574 million yuan, an increase of 39.75% year-on-year Negative announcements 1. Shenzhen Ecobeauty: The company's stock will be subject to a delisting risk warning starting from April 30th 2. Red Avenue New Materials Group: Shareholders Yutong Investment plans to reduce their stake by no more than 1.86% 3. The People's Insurance: Net profit in the first quarter decreased by 31% year-on-year, investment-side profits also declined Overseas markets Selected Brother's Reminder: The US Federal Reserve maintains interest rates, and market attention is on the financial reports of tech giants. The three major indexes closed with mixed gains and losses, with the Nasdaq slightly higher while the Dow fell for five consecutive days. In terms of market performance, the optical communication sector and storage concept stocks were strong, with Lumentum up 8.46% and Jabil Technologies up 11.1%. Popular Chinese concept stocks had mixed performances. This article is reprinted from "Tencent Self-selecting Stocks". GMTEight Editor: Xiaoyi Chen.