Pre-market report on A-shares | US military has launched a new round of attacks on Iran! International oil prices surged by 3%.

Pre-market news 1. US Central Command has launched a new round of strikes against Iran, causing international oil prices to jump by 3%. Type: Market Sentiment impact: Negative The US Central Command announced that on the 12th at 5 pm EST, the US military began a new round of strikes against Iran, "aimed at continuing to weaken its ability to attack ships freely passing through the Strait of Hormuz." This is the fourth time the US military has launched strikes against Iran this week. At the opening of the market on Monday, WTI crude oil rose by over 3%, approaching $74 per barrel; spot gold fell below $4100, with a drop of nearly 0.8%; spot silver fell by over 2%, to $58.65 per ounce; Nasdaq futures fell by 0.4%. 2. State Council Meeting deploys heavy construction! Accelerate the construction of the next generation communication network and computational power network Type: Industry Sentiment impact: Positive The State Council pointed out the need to systematically promote the construction of the digital China, proactively plan the digital infrastructure, accelerate the construction of the next generation communication network and computational power network, enhance digital intelligence levels, and empower economic and social development comprehensively. It is necessary to strengthen the research and development of cutting-edge technologies, enhance the assessment and prevention capabilities of new security risks, and strictly observe safety bottom lines. 3. Zhongji Innolight clarifies rumors of severely underperforming and deliberately suppressing stock price in the second quarter Type: Company Sentiment impact: Positive There have been many rumors in the market recently about the company and the industry, and the main clarifications are as follows: Regarding the rumors of severe underperformance in the second quarter: There is no basis for these rumors, which are causing panic among investors. The company has not yet released performance forecasts and half-year reports, but the company is very confident in the operating conditions and industry demands in the first half of 2026. About the rumor of deliberately suppressing stock prices: The company does not deliberately suppress stock prices or delay revenue, and will not deliberately adjust performance. 4. Huang Renxun personally attended Morgan Stanley's roadshow: Nvidia's growth is still accelerating, and denies the delay of Rubin Ultra Type: Company Sentiment impact: Positive Huang Renxun personally stated at the Morgan Stanley investor roadshow that the growth of Nvidia is not only not slowing down, but accelerating. Before the roadshow, there were rumors in the market that Rubin Ultra might be delayed until 2028. Huang Renxun directly denied this claim at the meeting. 5. SK Hynix's US listing ignites industry expectations! Institutions: Domestic storage accelerates breakthrough Type: Company Sentiment impact: Positive On July 10th Eastern Time, global storage chip giant SK Hynix made its debut on the NASDAQ with a pre-IPO model, closing with a 12.76% increase on the first day, surpassing a market value of $1.22 trillion. Looking ahead, institutions believe that domestic storage companies are accelerating technological iteration and capacity expansion, and domestic substitution will become the core investment theme in the future. Investment calendar Step-by-step new generation intelligent body release conference Investment tips Investment Tips: In normal times, it is best to sit quietly, trade less, be patient, and wait for investment opportunities to come. -Roger Institutional perspectives 1. EB SECURITIES: Short-term probabilities are likely to maintain range shocks, focusing on the three prosperous main lines represented by hard technology. 2. China Galaxy: It is recommended to anchor performance, seize structural opportunities, and balance technology rotation + defensive configuration. 3. Industrial: The momentum of the new round of rise is accumulating in fluctuations, and AI computational hardware is still the biggest consensus. Positive and negative outlook 1. Joint announcement by the Ministry of Commerce and the General Administration of Customs: Temporary ban on helium exports, to be implemented from the 10th Type: Market hot discussion Huaxin Securities: In the new supply and demand situation of "high demand growth and tight supply", helium processing enterprises with multiple gas sources and long-term agreements have become the core of helium supply security in China. It is recommended to pay attention to Guangzhou Guanggang Gases & Energy, Jiangxi Jovo Energy. At the same time, it is recommended to pay attention to Huate Gas, Suzhou Jinhong Gas Co., Ltd. 2. Commercial space industry reaches a turning point in commercialization, institutions optimistic about long-term value of the track Type: Institutional hot review BOC International: The "new enclosure movement" of space infrastructure has opened the curtain on a trillion-dollar market. Focus on rocket and satellite core components, as well as investment opportunities brought by 3D printing new technologies. It is suggested to pay attention to Shaanxi Aerospace Power Hi-tech, Essence Fastening Systems, China Spacesat, etc. 3. The State Council approved the "15th Five-Year Plan for the Revitalization and Development of Traditional Chinese Medicine" Type: Policy focus Xiangcai Securities: It is recommended to focus on high-quality enterprises with evidence-based medicine, research and development innovation capabilities, quality control advantages, and brand moats. In the in-hospital market, grasp the main lines of basic drug catalysis and innovation-driven, and in the out-hospital market, grasp the recovery growth driven by stabilization of inventory and the consumption repair driven by the recovery of domestic demand, and find certainty in differentiation. Announcement Express Slightly positive announcements 1. Shannon Semiconductor Technology: It is expected that the net profit for the first half of the year will be between 3.5 billion and 4 billion yuan, an increase of 2118%-2434% year-on-year 2. CITIC SEC: It is expected that the net profit for the first half of the year will be 23.343 billion yuan, a year-on-year increase of 69.59% 3. Guangdong Hec Technology Holding: A controlling subsidiary signed a contract for computational services worth 13-15 billion yuan Slightly negative announcements 1. Linewell Software: The China Securities Regulatory Commission decided to file a case against the company for suspected violations of information disclosure laws and regulations 2. Beijing Waluer Information Technology: Controlling shareholder Chen Kun plans to reduce his shareholding by no more than 3% 3. Muyuan Foods Group: It is expected to incur a net loss of 5.7-6.7 billion yuan in the first half of the year Overseas markets Self-selected brother reminder: The three major US indexes closed slightly higher last Friday, with the Dow rising by 0.29%, the S&P 500 rising by 0.42%, and the Nasdaq rising by 0.29%; SK Hynix ADR rose by over 12% on its first day of listing in the US, reaching a market value of $1.22 trillion; popular Chinese stocks showed mixed trends, with the Nasdaq Golden Dragon Index falling by 0.23%. This article is republished from Tencent ZiXuan Gu; GMTEight Editor: Chen Wenfang.