A-share pre-market report | US stocks storage, optoelectronics big rebound! SanDisk soared nearly 8%, Many AI leading stocks' performance forecasts have surged.

Pre-market news 1. "The Light of AI" shines again! Storage and optical communication stocks surge again, SanDisk soars nearly 8% Type: Market Sentiment Impact: Positive Overnight, the US stock market rebounded strongly, with "AI stocks" such as storage and optical communication resuming their upward trend, and the three major US stock indexes closing higher. In the storage sector, SanDisk rose by 7.59%, Seagate Technology by 3.5%, and Western Digital by 5.04%. Stocks related to optical communication also performed well, with Lumentum up by 11.13%, Applied Optoelectronics up by 6.79%, and Corning up by 4.54%. Influenced by the rise in the US stock market, the Nikkei 225 index opened in the morning at 68,526.72 points, up 1.16%. The Korea Composite Stock Price Index (KOSPI) opened up by 3.6% at 7,552.49 points. 2. AI industry chain mid-year forecast disclosures intensify, storage stocks expected to see tenfold growth in performance Type: Company Sentiment Impact: Positive The mid-year forecasts of AI industry chain companies continue to be disclosed, covering AI servers, storage chips, and other segments. Overall, companies with significant performance flexibility are mainly concentrated in computing hardware. GigaDevice Semiconductor Inc., a leader in storage on the A-share market, has seen the most amazing growth, with an expected net profit of approximately 6.9 billion yuan in the first half of the year, a year-on-year increase of about 1099%; Foxconn Industrial Internet expects to achieve a net profit of 23.4 billion to 24.4 billion yuan in the first half of 2026, an increase of 93% to 101% year-on-year. 3. The "14th Five-Year Plan" for reaching peak carbon emissions released, great news for energy storage, computing power, and other areas Type: Industry Sentiment Impact: Positive The State Council issued the "14th Five-Year Plan for reaching peak carbon emissions," which proposes to promote the scale development of new energy storage and vigorously develop long-term energy storage; tap the potential for demand-side regulation, accelerate the development of virtual power plants, and promote the participation of various decentralized resources such as adjustable loads in system regulation. Strengthening the coordinated layout of computing power facilities with renewable energy, supporting the development of green power supply, reasonably allocating supporting facilities such as energy storage and backup power, and promoting the use of non-fossil energy electricity for new computing power facilities. Accelerate the construction of green computing power facilities and encourage the construction of zero-carbon computing power facilities. 4. SK Hynix priced at $149 per share or set to set a new record for the largest foreign company IPO on the US stock market Type: Company Sentiment Impact: Positive According to documents submitted by SK Hynix to the US Securities and Exchange Commission (SEC), each ADR represents one-tenth of a common share. Informed sources said that discussions are still ongoing, and the specific details of the US listing could still change. The IPO price of the ADR is set at $149, with the offering size expected to reach approximately $26.5 billion, making it potentially the largest initial public offering (IPO) by a foreign company in the United States, surpassing the record of $25 billion set by Alibaba in 2014. 5. Meta plans to mass-produce its self-developed AI chip "Iris" in September, aiming to double computing power by 2027 Type: Company Sentiment Impact: Positive Meta plans to begin mass-producing its self-developed AI chip codenamed "Iris" as early as September this year, with plans to release a new generation of chips every six months until 2027. At the same time, the company aims to double the total computing power of its data centers to 14 gigawatts (GW) by 2027. Investment Calendar 2026 Siasun Robot & Automation Industry Exhibition Investment Tips Investment Tip: It is not shameful to make mistakes, what is shameful is to see the mistakes clearly and not correct them. - George Soros Institutional Viewpoints 1. Huatai: Short-term technology stocks may see a rebound after overselling, and there may be a buying opportunity under the resonance of Chinese and US financial reports season. 2. Orient: The short-term trading volume may increase, and there is a high probability that the Shanghai Composite Index will continue to rise, with a potential reaching of around 4,060. 3. Founder: The market is still in the stage of building a bottom, with short-term focus on consolidation, and there are structural opportunities present. Positive and Negative Outlook 1. Huawei launches OPEN NPO project to build China's first near-package optical (NPO) optical interconnect MSA Type: Institutional Hot Review Wanlian Securities: The importance of optical interconnect in AI data center construction is highlighted. It is recommended to pay attention to investment opportunities in high-speed optical modules and the upstream core materials, optical components, and optical chips in the optical communication industry chain. At the same time, pay attention to leading companies in technology such as CPO and OCS. In the medium to long term, continue to grasp the dual core investment opportunities of the AI computing power industry chain and land and air integration. 2. News: Tesla's third-generation humanoid robot Optimus is preliminarily finalized, Musk vows to achieve production capacity by the end of the year Type: Market Hot Discussion Orient: From an investment strategy perspective, normal progress in the production of Optimus and the acceleration of commercialization and financing of domestic and foreign Siasun Robot & Automation companies will promote the scale production and commercialization acceleration of humanoid Siasun Robot & Automation, and the Siasun Robot & Automation industry chain will see an investment opportunity after the previous adjustment. 3. Long March 10B rocket expected to take its maiden flight on July 10, will verify the world's first sea-based network system recovery technology Type: Market Hot Discussion EB Securities: In the short term, the launches of Long March 10B and Zhuque 3 will bring significant catalysts to the sector; in the medium to long term, the groupings of the GW and Qianfan constellations will gradually drive satellite manufacturing and launch service demand; in the long term, future applications such as integrated air-space-ground 6G, space computing power, space photovoltaics, and on-orbit services will continue to open up market space. Announcement Express Positive Announcements 1. GigaDevice Semiconductor Inc.: Expects a net profit of around 6.9 billion yuan in the first half of the year, a year-on-year increase of approximately 1099% 2. Guangzhou Tinci Materials Technology: Expects a net profit of 2.7 billion to 3 billion yuan in the first half of the year, a year-on-year increase of 907.84% to 1019.82% 3. Neusoft Corporation: Proposes to repurchase shares worth 100 million to 200 million yuan for cancellation Negative Announcements 1. Wuxi Taiji Industry: Controlling shareholder and concerted action person Xigao Investment to reduce its holdings in the company by 2.3% on July 9 2. Feilong Auto Components: Expects a net profit of 68 million to 80 million yuan in the first half of the year, a year-on-year decrease of 61.98% to 67.69% 3. Zhejiang Huatong Meat Products: Sales revenue from live pigs in June was 215 million yuan, a year-on-year decrease of 38.3% Overseas Markets Self-selected Brother Tips: The three major US indexes closed higher on Thursday, with the Dow up by 0.27% and the Nasdaq up by 1.3%; storage and optical communication concepts led the gains, with SanDisk up by over 7%, Micron Technology and Corning up by over 4%; the Nasdaq Golden Dragon Index rose by 0.56%, with Alibaba up by nearly 2% and Pinduoduo up by over 1%. This article is reproduced from Tencent Self-selected Stocks; GMTEight Editor: Jiang Yuanhua.