Evening hotspots in A-shares | 7 trillion scale! Communication sector welcomes major positive news, institutions target companies of this kind.

Evening Heavyweight News Review 1. Communication sector receives positive news! It may drive total output in the upstream and downstream industries to reach 7 trillion yuan, institutions identify such companies Importance: According to CCTV Finance, the new generation of communication networks is driving the upgrade of the network equipment, smart terminals, core chips, and other industry chains. It is estimated that in the next five years, the new generation of communication networks is expected to drive the total output in the upstream and downstream industries to about 7 trillion yuan, lifting GDP growth by around 1.5 percentage points. Dongguan Securities research report pointed out that AI development is continuously driving the demand for communication infrastructure, benefiting the global telecommunications wholesale market. The equipment market is expected to maintain a moderate growth trend, and top companies such as Huawei are expected to increase their market share in overseas markets. Telecom operators' capital expenditures are becoming more cautious, and policies actively support the large-scale deployment of IPv6 and the construction of the domestic computing power industry chain. Looking ahead, the communication industry is in a period of overlap between technological iteration and policy dividends. It is recommended to focus on enterprise opportunities under the three major themes of "technological commercialization + policy catalysis + performance certainty." 2. Trump's latest statement! Tech stocks in storage chips and optical communication sectors briefly surged during negotiations entering the "final stage"? Importance: On June 9, tech stocks in storage chips and optical communication, etc., in the US continued their upward trend, with Micron Technology briefly rising over 4% and Marvell Technology briefly rising over 3%. According to Xinhua News Agency, US President Trump stated that negotiations between the US and Iran have entered the "final stage," with an agreement expected to be reached in "two to three days." Trump, in an interview with reporters at the John F. Kennedy International Airport in New York on the 9th, said that Israel and Iran were previously "fighting back and forth" but have now "agreed to a ceasefire." "We are at the final stage and will reach a very, very great agreement." 3. US includes Alibaba, BYD Company Limited and others on "military-related" list, Ministry of Foreign Affairs responds Importance: On June 9, Foreign Ministry spokesperson Lin Jian chaired a regular press conference. A reporter asked about the US including Alibaba, BYD Company Limited, and other companies on a so-called "military-related" enterprise list and how China responded. Lin Jian stated that China has always resolutely opposed the US's generalization of the concept of national security, the establishment of various discriminatory lists, and the unjustified suppression of Chinese companies. We urge the US to correct its wrong actions and stop its unjustified suppression of Chinese companies. In addition, companies such as Alibaba, Baidu, WuXi AppTec, and NIO responded during trading. In the evening, BYD COMPANY announced that, according to the notification, the US Department of Defense has included the company in a list of Chinese military companies. Since the company is neither a Chinese military company nor a military-civilian integration company in the Chinese defense industry, the company believes that there is no justifiable reason for the company to be included on that list. Being included on the list of Chinese military companies will not affect the company's normal operations. 4. Hong Kong Exchanges and Clearing optimizes rules for designated stock index futures trading, expands T+1 trading session limit to 6% Importance: On June 9, Hong Kong Exchanges and Clearing announced that it will further optimize the price limits for designated stock index futures contracts in the post-market trading session (T+1) from the current 5% to 6%. The contracts include the Hang Seng Index Futures, Hang Seng Stock Index Dividend Accumulation Index Futures, Hang Seng H-Share Index ETF Index Futures, Hang Seng H-Share Index ETF Stock Dividend Accumulation Index Futures, Hang Seng Technology Index Futures, Mini Hang Seng Index Futures, and Mini Hang Seng H-Share Index ETF Index Futures, excluding the Hang Seng Biotech Index Futures. To ensure that there is a shorter break time between trading sessions T and T+1 and that the price limits for these contracts have been relaxed and are ready, HKEX will hold a mock session on June 20, 2026 (Saturday) to test the operational readiness of exchange participants. 5. Asia's stock recommendation show turns into stock recommendation show? Huang Renxun calls on investors to buy, Qualcomm briefly surges Importance: As the most prominent figure in the AI industry, Nvidia CEO Huang Renxun's market influence is undeniable. His recent trip to Asia seems to have turned into a mobile stock recommendation show. Huang Renxun recently praised Qualcomm's performance in the mobile device sector in a public speech and suggested that investors buy Qualcomm. Influenced by his remarks, Qualcomm's stock price briefly rose over 3% during Tuesday's US trading hours. 6. Explosive growth expected in the AI smart body market, companies competing for talent to develop AI smart body Importance: According to CCTV Finance, with AI permeating the entire software development process, the profit model of the software industry is also changing. Reporters found during interviews that the demand for AI smart bodies on the enterprise side has shifted from being "icing on the cake" to being "driven by necessity," opening up new growth space for software companies in the AI smart body business. Data shows that the Chinese enterprise-level AI smart body market is expected to reach 212 billion yuan in 2025, projected to increase to 449 billion yuan in 2026, and is expected to exceed 332 billion yuan in 2029, with a high compound annual growth rate of 107%. At the same time, AI is also changing the talent landscape of the software industry, with talents possessing the capability to develop AI smart bodies becoming the target of competition among enterprises. 7. After 16 weeks, net inflows into broad ETFs resume! What does this mean? During the recovery of the Shanghai Composite Index to 4000 points, funds have once again started to flow into broad ETFs. Data shows that on June 8, non-funded ETFs saw a total net inflow of 29.69 billion yuan, with equity ETFs seeing a net inflow of 291.71 billion yuan, led by broad ETFs (net inflow of 202.31 billion yuan). Nine ETFs had net inflows exceeding 1 billion yuan, most of which were broad ETFs, with the Southern CSI 1000 ETF leading with a net inflow of 28.3 billion yuan and the Huatai Baorui Shanghai and Shenzhen 300 ETF with a net inflow of 27.46 billion yuan. In fact, broad ETFs have been experiencing net outflows for a long time this year. Looking at a weekly basis, before the net outflow yesterday, broad ETFs had seen consecutive net redemptions for 16 weeks, with their scale shrinking by more than 50%, and the latest scale has fallen to 1.06 trillion yuan. Analysts believe that while the daily fund flows cannot represent a complete shift of funds, the gradual narrowing of net redemptions and the reappearance of net purchases in broad ETFs are factors worth continuing to observe. Opportunities to watch in advance In reviewing the investment opportunities that the market is paying attention to, self-selected Brother finds a focus on the AI smart body industry. 1. International Personal Smart Industry Expo is coming! Policies intensively introduced, these stocks frequently researched by institutions From July 2 to 4, the 2026 Shanghai International Personal Smart Industry Expo will be held in Shanghai. China Securities Co., Ltd. pointed out in a recent research report that physical AI is the next wave of artificial intelligence, with Siasun Robot & Automation being one of the best physical carriers for AI. In the future, there will be billions of autonomous systems and Siasun Robot & Automation systems operating in the physical world. In addition, the commercial production of Optimus is progressing, and the guidance for the mass production of the supply chain is gradually becoming clear. The pace of its volume is gradually being verified, and the follow-up product release and mass production progress are still worth watching closely. As for potential focal companies, as of June 8 data, there are 21 concept stocks related to humanoid Siasun Robot & Automation that have been researched by institutions more than 400 times in the past year. Among them, Shenzhen Inovance Technology, Observe Technology, Zhejiang Crystal-optech, Victory Giant Technology, and Dongguan YiHeDa Automation have all been researched more than 1000 times. If we look at the stock price activity, Zhuhai Bojay Electronics, Swancor Advanced Materials Co., Ltd., Far East Smarter Energy, Jiangnan Mould & Plastic Technology, Huizhou CEE Technology Inc., etc., have been among the top in terms of the number of limit-up times in the past year. In addition, the following sectors are also worth paying attention to: 2. Commercial Space | Zhuque II Improved Long March 6 Carrier Rocket Successfully Launched. 3. Charging Piles | Guangdong: More than 3 million charging facilities will be built across the province by the end of 2027 to meet the charging needs of over 8 million new energy vehicles. 4. Shipbuilding | China's global market share in LNG ships exceeds 30%, and domestic LNG ship orders are booked beyond 2030. 5. Optical Fiber | Japan's optical fiber leader Fujikura: Will continue to raise prices, orders from almost all US cloud giants. Listed companies' positive and negative announcements In terms of positive announcements, self-selected Brother advises paying attention to Biwin Storage Technology's recent $1.9 billion large order, while in terms of negative announcements, be aware of ST Huaying's 28 million shares being auctioned off, among others. Positive announcements 1. Biwin Storage Technology: Signs $1.86 billion enterprise flash chip procurement contract 2. Goertek Inc.: Plans to increase investment by 500 million yuan in GoerTek Optical 3. BOE A: The trial line for perovskite reached 38 days and broke a new industry record 4. Air China Limited: China Aviation Group and its concerted action person's shareholding proportion increased to 60.58% 5. MNSO: Announces a buyback of 1.9166 million shares for nearly HK$50 million Negative announcements 1. Sanan Optoelectronics: Frozen holdings of 9.34% stake held by Sanan Electronics, a controlling shareholder 2. Xianhe Co., Ltd.: Due to short-term trading, Wang Minglong, one of the controlling shareholders, was fined 600,000 yuan 3. Hunan Nucien Pharmaceutical Co., Ltd.: The company's stock will be subject to other risk warnings on June 11 4. Shaanxi Zhongtian Rocket Technology: Shareholders plan to collectively reduce their shareholding by no more than 3% 5. ST Huaying: Controlling shareholders' 28 million shares were auctioned off This article is reprinted from "Tencent Self-selected Stocks". GMTEight Editor: Xu Wenqiang.