A-share evening hot spot | Nvidia pulls out the big guns again! Based on CPO technology, silicon photonics switches are fully mass-produced.

Accelerate the Modernization of Agriculture and Rural Areas in the "Fifteenth Five-Year Plan" is Out! Is Jiangsu Nonghua Intelligent Agriculture Technology Riding the Wind? Many A-Share Companies Respond to Layout Progress Importance: The State Council issued the "Fifteenth Five-Year Plan for Accelerating the Modernization of Agriculture and Rural Areas", clarifying the train of thought, goals, key tasks, and policy measures for accelerating the modernization of agriculture and rural areas during the "Fifteenth Five-Year Plan" period. It emphasizes promoting Chinese-style modernization through the acceleration of the modernization of agriculture and rural areas. The plan deploys major projects such as high-standard farmland, agricultural technology innovation capabilities, storage, preservation, and cold chain logistics facilities, and puts forward major engineering and actions such as large food development, "artificial intelligence +" agriculture, the upgrading of Shenzhen Agricultural Power Group processing industry, and the improvement of rural modern living conditions. A previous research report by Huatai suggested that Jiangsu Nonghua Intelligent Agriculture Technology will be an important force in improving agricultural production efficiency and achieving increased production and reduced costs in the future. They are optimistic about the long-term development of companies related to Jiangsu Nonghua Intelligent Agriculture Technology. It is worth noting that, driven by policies, listed companies are actively seizing opportunities for the development of Jiangsu Nonghua Intelligent Agriculture Technology. A review of the recent investor interaction platform shows that many companies have responded to their layout. Hubei Forbon Technology: The company continues to invest in digital agriculture technologies related to crop IoT, soil and water big data, crop nutrient models, and has invested in the analysis of Siasun Robot & Automation, soil CT scanning vehicles, soil testing and fertilizing machines, picking Siasun Robot & Automation, intelligent greenhouse agriculture technology equipment and products. SI-TECH Information Technology: The company's "Smart Qiannan" project has created a "1+3+N" industrial internet system, which is an official certification model of digital technology empowering the modernization of agriculture and rural areas. The company's digital agriculture business plan is clear, aiming to move from providing services for individual projects to providing standardized solutions for industries. Gifore Agricultural Science & Technology Service: The company has established a dual-wheel drive strategy of "low-altitude economy + agriculture", with agriculture as the cornerstone of the company's stable development and low-altitude business as the focus of the second growth curve deployment. Based on CPO Technology! NVIDIA Spectrum-X Silicon Photonics Switch Fully in Production Importance: According to NVIDIA's networking division, NVIDIA Spectrum-X Ethernet silicon photonics technology is now in full production. The new generation Spectrum-X switch is built on the optical-electrical integrated packaging technology (CPO), supporting the NVIDIA Vera Rubin platform for horizontal expansion and cross-regional deployment of AI factories in data centers. Spectrum-X Ethernet silicon photonics technology is one of the exemplary representatives of NVIDIA's full-stack collaborative design. Compared to networks using traditional transceivers, Spectrum-X Ethernet silicon photonics technology can achieve a 5x improvement in energy efficiency, 5x increase in AI runtime availability, and 1.3x faster deployment time. Tiger Global: Starting from June 12, temporarily suspend existing investors from opening new positions or increasing their positions in China Importance: Tiger Global has announced that it will make adjustments to its services for existing investors' accounts in China. Starting from June 12, for services in China, new positions or adding positions in all types of securities, including stocks, will be temporarily suspended. Only selling and closing operations will be supported; for fund transfer services within China, the incoming fund transfer will be suspended, with outgoing functions remaining normal, in order to ensure the safety of customer funds. This adjustment will not affect the services provided to existing investors overseas, nor will it affect the safety of all clients' existing assets, and clients can still inquire about accounts, holdings, and sell existing positions normally. According to a report by Yicai, there are differences in the actions of various brokerages. Regarding when the 2-year concentrated rectification action for existing business will start, the latest response from Futu's customer service on the evening of June 2 stated, "This is a regulatory guideline issued by Chinese mainland regulators for foreign financial institutions. Futu is actively following up and implementing the relevant requirements. We will notify you through official channels as soon as the final arrangements are confirmed. Please pay attention to the APP announcement." National Development and Reform Commission: Promote the Optimization of the Layout and Structural Adjustment of State-owned Economy, and Stimulate the Vitality and Dynamism of State-owned Enterprises Importance: On June 2, the Director of the National Development and Reform Commission, Zheng Zhajie, presided over a symposium on state-owned enterprises. Zheng Zhajie stated that it is necessary to adhere to goal-oriented and problem-oriented approaches, promote the optimization of the layout and structural adjustment of the state-owned economy, enhance the scientific and technological innovation, industrial control, and safety support functions of state-owned enterprises, and stimulate the vitality and dynamism of state-owned enterprises. It is important to conscientiously implement the "dual carbon" strategy, promote green and low-carbon development, promote the clean and efficient use of coal, promote the green and low-carbon transformation of industries, and effectively guarantee energy security. Name Dropped by Huang Renxun! Meiweier Technology's Stock Price Rose by More than 27% Importance: During his speech at COMPUTEX 2026, Huang Renxun stated that Meiweier Technology will become the next trillion-dollar company, causing applause from the audience. As a result, on June 2, Meiweier Technology's stock price reached $279 per share, with an increase of more than 27%. Huang Renxun explained that practical AI has arrived, which is the reason for the surge in demand for Meiweier Technology, as well as for NVIDIA. The new computing model that made all of this possible is called Intelligent Entity. Significant Premiums! Multiple NASDAQ-related ETFs Announced a One-Hour Suspension on Wednesday Importance: On June 2, multiple cross-border ETFs continued to trade at high premiums. The NASDAQ Technology ETF managed by Invesco had a premium rate of over 20%, while the China-Korea Semiconductor ETF managed by Huatai Bairui had a premium rate of over 19%. Other ETFs, including the Guotai NASDAQ ETF, the Jiashi NASDAQ ETF, and the Guangfa NASDAQ ETF, all had premium rates exceeding 10%. According to the announcement, multiple products, such as the Guotai NASDAQ ETF, the Jiashi NASDAQ ETF, the Guangfa NASDAQ ETF, and the NASDAQ Technology ETF managed by Invesco, will be suspended from trading starting on June 3 and will resume trading from 10:30 AM. Yushu Technology's Science and Technology Innovation Board IPO Review Status Changes to "Registration Submitted" Importance: On June 2, the Shanghai Stock Exchange's official website showed that Yushu Technology's Science and Technology Innovation Board IPO submission has been registered, officially starting the registration procedure, bringing it one step closer to listing on the A-share market. Following this pace, Yushu Technology will become the first A-share company in the field of intelligent Siasun Robot & Automation. The company plans to publicly issue no less than 40.44 million new shares, raising 4.202 billion yuan in funds. The funds will focus on core technology breakthroughs and long-term strategic layouts, with a focus on the development of large-scale models in the field of intelligent Siasun Robot & Automation. In the industry's view, with the support of the Science and Technology Innovation Board, Yushu Technology's comprehensive self-developed core technology system and large-scale commercial capabilities are expected to add core strength to the field of hard technology and further highlight the core value of the Science and Technology Innovation Board in serving national strategies and empowering future industries, injecting new momentum into the innovation and upgrading of the general Siasun Robot & Automation industry. After Listening to the Speech, Decided to Buy! "Wood Sister" Increased the Holdings of Five Funds under its Umbrella on the Same Day, Selling off AMD Across the Board Importance: Recent data shows that ARK Investment's ARKK, ARKQ, ARKW, ARKF, and ARKX ETFs, under the guidance of Catherine Wood, increased their holdings in NVIDIA on June 1 by about 300,000 shares in total, while at the same time, reducing their holdings in AMD's competitor by over 110,000 shares. It is worth noting that NVIDIA announced several significant products yesterday. The first is the RTX Spark superchip, a new Arm architecture chip for the PC market, entering the processor market previously dominated by Intel and AMD. The second announcement is that the Vera CPU has entered full-scale production, with early clients including OpenAI, Anthropic, xAI, Dell, Oracle, and CoreWeave, among other leading AI and cloud computing companies. Compensating on excess premiums, investors are advised to pay attention to the following: 1. AI Application|Tencent Cloud: Reduced prices for the DeepSeek-V4 series model, with a maximum reduction of 97.5%. 2. Quantum Computing|IBM: Will invest over 100 billion US dollars in quantum computing. 3. Bicycles|National cycling users exceed 130 million, with strong demand for folding bicycles, and orders scheduled up to October. 4. Space Computing Power|Beijing Economic and Technological Development Area held a symposium with space computing power companies to discuss and deploy the construction of a space computing power innovation center. 5. Charging Piles|BYD Company Limited plans to build 20,000 ultra-fast charging stations by the end of the year. Regarding announcements veering towards positive or negative, investors are advised to pay attention to Soochow's planned acquisition of 83.68% of Donghai Securities' shares, as well as Suzhou QingYue Optoelectronics Technology's potential forced delisting, among others. Positive Announcements 1. Beijing Oriental Yuhong Waterproof Technology: Plans to acquire a 55% stake in two Indonesian companies for approximately 542 million yuan. 2. Soochow: Plans to acquire an 83.68% stake in Donghai Securities for a transaction price of 11.519 billion yuan. 3. Xiamen King Long Motor Group: The controlling shareholder plans to first increase its holdings by 80 million to 150 million yuan. 4. China South Publishing & Media Group: A wholly-owned subsidiary has signed a 967 million yuan procurement contract. 5. Csg Smart Science & Technology: Signed a $130 million equipment procurement framework contract with Huaxi Energy. Negative Announcements 1. Suzhou QingYue Optoelectronics Technology: The company may face a major delisting due to violations of laws and regulations. 2. Shenwu Energy Saving: The company is under investigation by the China Securities Regulatory Commission for suspected illegal information disclosure. 3. Zhejiang Zhenyuan Share: Deputy General Manager Wei Min is under investigation, relieved of his director duties, and dismissed. 4. Biwin Storage Technology: Shareholders collectively reduced their holdings by 1% of the company's shares between May 18 and May 29. 5. Bona Film Group: Shareholder CITIC SEC Investments and its concerted action person plan to collectively reduce their holdings by no more than 3% of the shares. This article is a reprint from "Tencent Self-Selected Stocks", edited by Li Fo for GMT8.