Stock market preview: U.S. inflation cools down! Storage giants surge by 27%, highest increase 49 times! Popular bull stocks expected to rise in batches.

Pre-market News 1. CPI Cooling Down Plus Bank Financial Reports Start Strong! American Storage Concept Rebounds, SK Hynix Soars 27% in a Single Day Type: Market Sentiment Impact: Positive With large banks delivering steady performance and the significant cooling down of US CPI exceeding expectations, weakening the market's forecast for a July rate hike by the Fed, market risk appetite has increased. AI hardware skyrocketed across the board, storage chips rebounded, and Philadelphia Semiconductor rose by 2.44%. SK Hynix ADR soared by about 27%, Micron rose by about 5%. JPMorgan Chase rose by over 2%, Goldman Sachs rose by 9%. Spot gold rose back above $4000. South Korean stocks rose rapidly in the morning, up over 6%, triggering a circuit breaker again, with senior South Korean officials set to hold a high-profile meeting today. 2. Central Bank Takes Action! 140 billion yuan Reverse Repurchase Came, Analysts Believe it Will Continue to Increase Type: Macro Sentiment Impact: Positive On July 15, 2026, the central bank will conduct a 140 billion yuan reverse repurchase operation with a fixed quantity, interest rate tender, and multiple price-winning methods for a period of 6 months (184 days). Analysis believes that this is the first time in nearly five months that the 6-month reverse repurchase operation has increased its scale and the scale of the increase is relatively large. Reverse repurchase operations are expected to continue to increase in the future, partly to hedge recent liquidity fluctuations and also to stabilize market confidence. 3. Highest Forecast Increase Over 49 Times! Hot Stocks Welcome Positive Results, Growth Logic Chain Emerges Type: Industry Sentiment Impact: Positive As of the evening of July 14, more than 1500 A-share listed companies have disclosed their half-yearly performance forecasts for 2026, with a total of 498 companies forecasting positive performance (including growth, slight growth, and continued profit). 29 companies are expected to see a net profit increase of more than 10 times. Leading lithium industry company Tianqi Lithium Corporation is expected to see a year-on-year net profit growth of 3276.35% to 4934.91% in the first half of the year. The growth logic chain emerges, with one being the catalysis of the price increase of upstream resource products, and the other being the high prosperity of the semiconductor industry chain. 4. Changxin Technology: Issued at a price of 8.66 yuan/share, online and offline subscriptions will be conducted on July 16 Type: Company Sentiment Impact: Positive Changxin Technology announced that the company's new stock subscription issue price is 8.66 yuan/share. Investors will conduct online and offline subscriptions at this price on July 16th. Changxin Technology is the largest integrated enterprise in China for DRAM research, design, and manufacturing. Analysis suggests that the core of the issue price is to match the characteristics of the company and the industry. For enterprises with significant cyclical characteristics, the market usually uses the traditional price-to-book ratio (PB) as the main valuation standard, with PE providing auxiliary reference. Investment Calendar National New Media Briefing Investment Tips Investment Tip: When prices start to rise, the smaller the trading volume of this stock, the more optimistic the situation. - Andr Kostolany Institutional Views 1. CMSC: July is a window for important policy meetings combined with interim reports, market expectations face correction and oscillation. 2. Orient: Stock indexes will gradually stabilize and rise at the right time, sectors with strong certainty of performance growth will be strong in the short term. 3. Founder: The recent adjustment is not due to fundamental reasons, waiting patiently for sentiment to stabilize, focusing on three directions in the future. Positive and Negative Prospects 1. CSRC officially accepts! CICC, Dongxing, Cinda's "three-in-one" restructuring has new progress Type: Institutional Hot Review Soochow: The supply-side reform of the securities industry has entered the 2.0 era, with the biggest feature being the strong policy support. For the first time, the "three-in-one" model (CICC + Dongxing + Cinda) has appeared, with the core goal of building an aircraft carrier-level investment bank capable of competing globally. 2. Solid Waste Pollution Control Plan Released, Environmental Industry Chain to Benefit Directly Type: Policy Focus Guosheng: The intensively-released policies by the State Council are essentially the top-level deployment of the "Fifteen-Five" ecological and environmental protection work. This directly benefits solid waste treatment, ecological restoration, etc. Attention to environmental enterprises covering soil remediation, solid waste recycling, etc. 3. Innovative Drugs Welcomes "Breakthrough"! Leading public funds conduct intensive research and acquire positions Type: Market Hot Discussion Tianfeng: In the new era of China's innovative drugs in terms of new mechanisms and targets, it has taken the lead in some areas. In the Chinese market, with the dual factors of policy support and product enhancement, Chinese innovative drugs are expected to continuously achieve domestic substitution in the local market. Announcement Express Positive Announcements 1. Tianqi Lithium Corporation: Expected net profit for the first half of the year is 2.85 billion yuan to 4.25 billion yuan, a year-on-year increase of 3276%-4935%. 2. Yangtze Optical Fibre And Cable Joint Stock: Expected net profit for the first half of the year is 2.4 billion yuan to 3 billion yuan, a year-on-year increase of 711%-914%. 3. Chongqing Sokon Industry Group Stock: The board of directors and the management team plan to increase their holdings of A shares and H shares, totaling 1.19 billion to 1.54 billion yuan. Negative Announcements 1. Lanzhou Lishang Guochao Industrial Group: Honglou Group plans to reduce its stake in the company by no more than 2.11%. 2. LONGi Green Energy Technology: Expected net loss for the first half of the year is 3.4 billion to 3.8 billion yuan. 3. China Eastern Airlines Corporation: Expected net loss for the first half of the year is 1.8 billion to 2.4 billion yuan. Overseas Markets Self-selecting brother tip: The three major US stock indexes collectively rose on Tuesday, with the Dow rising by 0.02%, the Nasdaq rising by 0.9%; storage concept stocks surged, SK Hynix rose by over 27%, SanDisk rose by over 5%, Micron Technology rose by nearly 5%; the Nasdaq Golden Dragon China Index fell by 0.11%. This article is reproduced from "Tencent Self-selected Stocks", GMTEight editor: Feng Qiuyi.