Pre-market report on A-shares | Huang Renxun ignites US stocks in optical communication, Yu Shu Technology submits IPO registration

Pre-market news 1. Accelerate the modernization of agriculture and rural areas in the "15th Five-Year Plan" is up! AI + Agriculture welcomes opportunities Type: Industry Emotional impact: Positive The State Council issued the "Accelerating the Modernization of Agriculture and Rural Areas in the 15th Five-Year Plan", which deploys major projects such as high-standard farmland, agricultural science and technology innovation capacity conditions, proposes major projects and actions such as large food development, "artificial intelligence + agriculture", Shenzhen Agricultural Power Group upgrading of processing industry, and rural modern living conditions improvement. Huatai believes that Jiangsu Nonghua Intelligent Agriculture Technology will be an important force in improving production efficiency in the future, and is optimistic about the development of related enterprises. 2. Leading stock surges 32%! Huang Renxun ignites optical communication again, Spectrum-X silicon optical switch volume production Type: Industry Emotional impact: Positive Overnight, US stocks in the optical communication sector collectively surged, with Marvell rising more than 32% and Coherent rising more than 17%. Huang Renxun recently stated that with the large-scale landing of Agent AI, the importance of high-speed interconnection, exchange chips, optical communication, etc., is rapidly increasing, which is the core business of Marvell, which may become the "next trillion-dollar company." Meanwhile, Nvidia announced that NVIDIA Spectrum-X Ethernet silicon optical technology is now in full production. 3. National Development and Reform Commission: Promote the optimization of the layout and structural adjustment of state-owned economy and stimulate the endogenous vitality of state-owned enterprises Type: Macro Emotional impact: Positive On June 2, the Director of the National Development and Reform Commission, Zheng Zha...