Pre-market report on A shares: NVIDIA increases investment in optical communication! Corning plans to expand production tenfold. Trump: US and Iran could reach an agreement within a week.

Pre-market News 1. Nasdaq and S&P hit new highs again! Nvidia increases investment in optical communications, Corning soars 12% planning to expand production by ten times Type: Market Sentiment: Positive Expectations for Middle East peace boost the market, Nasdaq and S&P continue to reach new highs, AMD rises over 18% to hit a historical high, Chinese stocks index surges over 3%. Nvidia increases investment in optical communications, spending $500 million to acquire Corning's subscription rights, the fiber optic pioneer Corning also surges 12%, hitting a historical high. Corning plans to significantly expand the manufacturing scale of advanced optical connectivity solutions in the U.S., with plans to increase optical connectivity manufacturing capacity by 10 times and fiber optic production capacity by over 50%. 2. Oil prices sharply drop, gold rises! Trump: U.S. and Iran "very likely" to reach an agreement Type: Macro Sentiment: Positive International oil prices sharply drop, WTI June crude oil futures fell by 7.03%, Brent crude fell by over 7.8%. On the news front, Trump stated that an agreement between the U.S. and Iran could be reached in a week, with Iran agreeing not to possess nuclear weapons. Iran has not responded to this. The U.S. side expects to receive Iran's response to several key terms within the next 48 hours, marking the closest moment to reaching a consensus since the outbreak of war. Spot gold prices surge by 3%, nearing a key technical resistance level. 3. Ministry of Industry and Information Technology approves the first commercial trial of satellite IoT services Type: Industry Sentiment: Positive Recently, in order to implement the work deployment of the "Guiding Opinions of the Ministry of Industry and Information Technology on Optimizing Business Access and Promoting the Development of the Satellite Communication Industry," and in accordance with the requirements of the "Notice of the Ministry of Industry and Information Technology on Organizing Commercial Trials of Satellite IoT Services," the Ministry of Industry and Information Technology approved Beijing Guodian Gaote Technology Co., Ltd. to conduct a two-year commercial trial of satellite IoT services. BOC International believes that the "new enclosure movement" of space infrastructure has opened the curtain for a trillion-dollar commercial aerospace market. 4. Ministry of Foreign Affairs: Both China and the U.S. are maintaining communication on President Trump's visit to China Type: Macro Sentiment: Positive On May 6th, Foreign Ministry Spokesperson Lin Jian hosted a regular press conference. A reporter asked about statements related to China by U.S. President Trump. In response, Lin Jian stated that communication is being maintained between China and the U.S. on President Trump's visit to China. Regarding a U.S. request for Chinese support in actions in the Strait of Hormuz, the Foreign Ministry spokesperson stated that China's position on the situation in the Strait is clear, hoping that all relevant parties act cautiously, avoid escalation, and resolve disputes through dialogue. Investment Calendar Huawei Global Product Launch Event Investment Tips Investment Tip: Most people can withstand the test of adversity, but only a few can withstand the test of success. [US] Charles Ellis "The Goldman Empire" Institutional Views 1. Huajin Securities: A-shares may oscillate slightly stronger in May, recommend buying technology growth, some cyclical and consumer industries on dips. 2. Guotai Haitong: Easing of U.S.-Iran tensions boosts risk appetite, embracing the pan-AI industry and rising price trends and catalytic fields. 3. Huaan: The upward momentum in the Chinese stock market is far from over and is expected to reach new highs, with emerging technology as the market's mainline. Positive and Negative Prospects 1. State-owned assets are reported to lead the first round of financing for DeepSeek, post-investment valuation may reach $45 billion Type: Institution Hot Review BOC International: DeepSeek V4 series collaborates with Huawei Ascend, redefining the era of high-performance model cost-effectiveness. Agent capability greatly improves, this combination is expected to accelerate the commercialization process of domestic computing power, an important verification point for domestic substitution logic. 2. Securities industry heavyweight! "Orient+Shanghai Securities" merger plan revealed, trading resumes from May 7 Type: Market Hot Discussion CITIC SEC: If this acquisition is completed successfully, Orient's assets and profit scale will increase by about 20%, and total assets may enter the top ten in the industry; brokerage and credit business strengths will be enhanced, branch network optimization, highlighting the competitive advantage of Shanghai local market. 3. SpaceXAI and Anthropic sign an agreement to enter the computing power leasing business Type: Market Hot Discussion Soochow: Demand for tokens is strong, with many large factories and large-scale model manufacturers announcing price hikes or purchase restrictions, creating a significant shortage of computing power. Computing power leasing mainly provides high-quality, high-end computing power to customers. In the first quarter of 2026, computing power leasing experienced a "quantitative change" in increased orders and price hikes. Announcements Express Slightly Positive Announcements 1. Orient: Proposes to issue shares and pay cash to acquire 100% equity of Shanghai Securities, stock resumes trading 2. Robotechnik Intelligent Technology: ficonTEC and its subsidiaries sign a contract worth 183 million yuan with a subsidiary of Company B listed on the NYSE 3. Zhejiang Huace Film & TV: Plans to purchase servers worth no more than 3.3 billion yuan, to provide cloud computing services to customers Slightly Negative Announcements 1. Shanghai Supezet Engineering Technology Corp., Ltd.: Investigated by the China Securities Regulatory Commission for failure to disclose regular reports on time 2. Muyuan Foods: Revenue from the sale of commercial pigs in April 2026 was 8.503 billion yuan, a year-on-year decrease of 32.49% 3. Hangzhou Cable: Shareholder Fuchun River Communication Group plans to reduce its stake in the company by no more than 3% Overseas Markets Note: The U.S.-Iran "ceasefire memorandum" is a positive for the stock market, with all three major indexes closing higher, Nasdaq and S&P 500 reaching new highs. On the market, AI assets surged, with Nvidia up over 5%, AMD and Corning both up over 10%, Micron and Intel hitting new highs; Chinese tech stocks showing overall strength, Baidu up 11.37%. This article is reproduced from "Tencent Self-selected Stocks," GMTEight editor: Feng Qiuyi.