A-share Pre-Market Report | The AI Application Sector Welcomes Multiple Positive Developments, Nuclear Power Sees New Top-Level Catalysts

Pre-market News 1. Multiple Catalysts for AI Applications: US Tech Giants Validate AI Commercialization with ByteDance's Seedance 2.5 Launch Type: Industry Sentiment Impact: Positive AI applications are seeing multiple positive catalysts: Microsoft's and Amazon's earnings validate AI commercialization, ByteDance's Seedance 2.5 launches, and DeepSeek-V4-Flash's official API goes live in the National Supercomputing Center. Chinese products account for the top five global model usage, and OpenAI has lowered its pricing for usage. 2. China Approves 8 New Nuclear Power Units with Total Investment Over 170 Billion Yuan Type: Industry Sentiment Impact: Positive The State Council's executive meeting approved four nuclear power projects, including the first phase of the Dalian Zhanghua project in Liaoning and the second phase of the Jinqi-Men Nuclear Power project in Zhejiang (Units 3 and 4), totaling eight new units. Nuclear power projects have traditionally been a significant driving force for expanding effective investment, with total estimated investments for these new projects exceeding 170 billion yuan. 3. State Council: Steadily Advance the Construction of "Six Networks" Type: Industry Sentiment Impact: Positive The State Council emphasized the need to effectively expand domestic demand, launching powerful measures in sectors with high potential and strong driving capacity, accelerating the implementation of major projects outlined in the 14th Five-Year Plan, and steadily advancing the construction of the "Six Networks." 4. Central Bank: Continue Implementing a Modestly Loose Monetary Policy and Timely Plan Practical Incremental Policies Type: Macro Sentiment Impact: Positive The Central Bank held a work meeting for the second half of 2026, emphasizing the need to maintain a general tone of seeking progress while ensuring stability, comprehensively and accurately implement new development concepts, effectively carry out a moderately loose monetary policy, maximize the effectiveness of existing policies, and timely plan practical incremental policies. Efforts will be increased to enhance counter-cyclical adjustments, expand domestic demand, optimize supply, and ensure the successful execution of key work in the second half of the year, promoting continuous and improved economic development. 5. Trump Announces US-Iran Negotiations Scheduled for the 3rd, International Oil Prices Plunge by 6% Type: Macro Sentiment Impact: Positive On August 2 local time, US President Trump mentioned an agreement regarding the Strait of Hormuz when discussing Iran, stating that a deal on denuclearization would also be reached. Trump announced that negotiations with Iran would take place on the 3rd. Following this news, WTI crude oil futures fell by 6.22%, settling at $79.401 per barrel. Investment Calendar Quantum Computing Conference Set to Begin Investment Tips "Choosing the right stocks is likely to yield more profits than frequently trading between popular stocks and cash to exploit market fluctuations." John Maynard Keynes, "The Investor Against the Grain" Institutional Opinions 1. Founder: The market released most of the risks through alternating adjustments in July, and is likely entering a window for a rebound from oversold conditions. 2. CITIC SEC: The likelihood of a general recovery in August continues to rise; it is recommended to increase allocation in energy, non-ferrous metals, non-bank financials, and innovative pharmaceuticals. 3. Orient: The technology sector is expected to see a significant correction and bottoming out this month, presenting rare opportunities for hard technology companies. Positive and Negative Outlook 1. National Supercomputing Internet Launch of DeepSeek-V4-Flash Official Version API Type: Market Discussion Shenwan Hongyuan Group: DeepSeek-V4-Flash continues to showcase the high cost-performance ratio of domestic models; Guolian Minsheng Securities states that DeepSeek-V4-Flash's lightweight model matches flagship performance, benefiting the AI application industry chain. 2. BYD Company Limited's Humanoid Robot Siasun Robot & Automation Set to Debut in Zhengzhou in August Type: Institutional Commentary Orient: The Siasun Robot & Automation industry chain is expected to witness synchronized development both domestically and internationally. With the support of several leading enterprises, the normal advancement of Optimus mass production is underway. Domestic and international Siasun Robot & Automation companies are accelerating commercialization and financing processes, facilitating the rapid scaling and commercial implementation of humanoid Siasun Robot & Automation. Following earlier adjustments, the Siasun Robot & Automation industry chain is entering a new investment opportunity. 3. The 12th Batch of National Drug Procurement Bids Open; Several Listed Companies Products Expected to be Selected Type: Policy Focus Xiangcai Securities: It is recommended to focus on three main lines: innovative technology platform companies, comprehensive innovative pharmaceutical companies, and upstream enterprises in the innovative pharmaceutical industry chain. These directions have strong policy adaptability and clear innovation-driven potential, possessing significant valuation recovery and performance growth potential. Announcement Express Slightly Positive Announcements 1. TIAN AN New Materials: Plans to buy back shares worth 30 to 60 million yuan. 2. Guanglian Aviation Industry: Holding subsidiary wins a procurement project from CNOOC worth 112 million yuan. 3. Shenzhen Edadoc Technology: Net profit in the first half of the year increased by 1561.55% year-on-year, new PCB factory reaching breakeven. Slightly Negative Announcements 1. Suzhou Huazhijie Telecom: Net profit in the first half of the year decreased by 46.78% year-on-year. 2. Risuntek Inc: Net profit in the first half of the year decreased by 85.87% year-on-year. 3. Inner Mongolia Baotou Steel Union: Subsidiary's explosion accident classified as a major responsibility accident, resulting in 10 deaths and 84 injuries. Overseas Market Self-selected Tips: Super-heavyweight stocks collectively lifted the market, with US stocks recovering to a "V" shape after their opening high. On the market, memory concept stocks like Micron Technology fell over 5%; Apple dropped over 7%, marking the largest decline since April 2025; Amazon rose over 15%, achieving its largest single-day gain since 2012; Nvidia increased nearly 3%, reclaiming its position as the "king of stocks"; the China Jinlong Index achieved five consecutive days of gains. This article is reproduced from "Tencent Self-Selected Stocks," GMTEight editor: Chen Siyu.