A-share Evening Hotspot | Hitting the headlines! Three policies on artificial intelligence released simultaneously, which specific directions are worth paying attention to?

1. Three arrows of artificial intelligence policy documents are released simultaneously On the evening of May 8, several departments successively released relevant policies regarding artificial intelligence: The Cyberspace Administration of China, the National Development and Reform Commission, and the Ministry of Industry and Information Technology jointly issued the "Implementation Opinions on the Normative Application and Innovative Development of AI." Recently, the National Energy Administration, in conjunction with the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Bureau of Statistics, issued the "Action Plan to Promote Bi-directional Empowerment of AI and Energy." On May 8, Xiong Jijun, Deputy Minister of the Ministry of Industry and Information Technology, stated that the ministry will work with relevant departments to thoroughly implement the "AI+" action, accelerate the cultivation of new forms of intelligent economy, and promote the innovative development of the AI terminal industry. Tianfeng's recent strategic viewpoint points out that in the early stage of the bull market, funds tend to favor high-liquidity track, while later they focus on the main line. Currently, cyclical stocks have low valuations and high beta attributes, making them likely to attract incremental funds with the improvement of fundamentals. Industry allocation has entered the third stage of "key point 2.0," which may face challenges and obstacles, so it is important to pay attention to the trends in the AI industry. Investment themes can be narrowed down to three directions: technological opportunities brought by the AI industrial revolution in computing power, storage power, electricity, and applications; economic recovery theme driven by internal and external resonance, where the "strong will get stronger," but cyclical stocks may perform well in the second half; and focusing on style rotation and bottom reversal, with industries like food and beverage and agriculture performing well after three years of underperformance. 2. DeepSeek reportedly planning to raise up to 50 billion RMB According to reports, DeepSeek's founder and CEO, Liang Wenfeng, plans to invest the highest amount in the company's first round of financing; the company aims to raise up to 50 billion RMB (approximately 7.35 billion USD) in this round, potentially setting the record for the largest single financing in the history of Chinese AI companies. 3. US non-farm payrolls increase by 115,000 in April, far exceeding market expectations The US non-farm payrolls increased by 115,000 in April, exceeding the estimated increase of 70,000 and the previous increase of 178,000. March non-farm payrolls were revised up to 185,000, and February was revised down by 156,000. This data provides more space for Federal Reserve policymakers to maintain interest rates in the foreseeable future, as they are focusing on new inflation risks arising from the Iran conflict. 4. Trump says US-China summit will proceed as planned, Foreign Ministry responds On May 8, Foreign Ministry spokesperson Lin Jian hosted a regular press conference. A reporter from Japan's NHK asked about US President Trump's recent statement that the US-China summit will proceed as planned, and when China is expected to officially announce related news? Additionally, what are China's expectations for the summit? Which topics will be the focus of discussion? "The US and China are in communication about President Trump's visit to China. I currently do not have further information to provide," Lin Jian said. 5. Shanghai Stock Exchange: Focus on abnormal stocks such as Beijing Qianjing Landscape this week From April 27, 2026, to May 8, 2026, the Shanghai Stock Exchange took self-regulatory measures on 351 cases of market manipulation, false reporting, etc., including focusing on abnormal stocks like Zhengping Road & Bridge Construction and Beijing Qianjing Landscape. They also monitored high premium funds like Global Chip LOF and conducted special inspections on 29 listed companies for major events, reporting two suspected illegal cases to the China Securities Regulatory Commission. 6. US-Iran negotiations big news! Iran expected to respond to US proposal on May 8 According to Xinhua News Agency, Saudi Arabia's Al Arabiya TV reported on May 8 that efforts to ease tensions are still ongoing, and Iran is expected to respond to the US proposal on May 8. 7. China's first dual-core quantum atomic computer successfully developed Led by the Chinese Academy of Sciences, a team comprising Wuhan University, Huazhong University of Science and Technology, and Wuhan Institute of Quantum Technology jointly developed China's first dual-core quantum atomic computer, which was officially released recently. This quantum computer upgrades the quantum processor from "single-core" to "dual-core" for the first time, providing key support for China's independent high-end computing capacity. 8. Supporting the construction of a unified large market, guidelines for domestic trade transactions are released On May 8, 17 national industry associations, including the China Federation of Logistics and Purchasing, the China Business Federation, the China Textile Industry Federation, the China Light Industry Federation, and the China Internet Social Organizations Federation, jointly released the "Guidelines for Domestic Trade Transactions (Trial)" in Beijing under the guidance of relevant departments such as the Ministry of Commerce. These guidelines provide clear, explicit, and actionable behavioral norms for enterprises engaged in wholesale, retail, logistics, accommodation, and catering in domestic trade, helping to promote the construction of a unified large market nationwide. Other sectors worth noting include: 1. Fertilizers| International fertilizer prices surge, urea prices spike by over 80% 2. AI | Sichuan Province: Revising policies to promote the development of the AI industry chain, expanding "computing power coupons" and launching "word element coupons" 3. Copper | Indonesia's freeport company delays full resumption of its giant Grasberg copper mine by one year 4. Real Estate | Mainland Chinese buyers flood Hong Kong sales offices, with transaction volume surging by 90% in the first quarter Positive announcements to watch for include Jiangsu Jujie Microfiber Technology Group's plan to invest in a high-end electronic cloth project, while negative announcements include Zhejiang Century Huatong Group facing share dilution by its largest shareholder and joint actors. Positive Announcements: 1. Jiangsu Jujie Microfiber Technology Group: Plans to issue A-shares to specific entities to raise up to 11 billion RMB for the construction of a high-end electronic cloth project 2. Henan Pinggao Electric: Awarded contracts for projects totaling approximately 13.27 billion RMB from the State Grid 3. Jiangsu Linyang Energy: Awarded a contract for a State Grid project worth approximately 2.2 billion RMB 4. Integrated Electronic Systems Lab: Awarded contracts for State Grid projects worth approximately 2.01 billion RMB 5. Ningbo Jianan Electronics: Awarded a contract for a State Grid project worth 1.21 billion RMB Negative Announcements: 1. Zhejiang Century Huatong Group: Largest shareholder and concerted action party plan to reduce their shareholding by up to 3% 2. National Silicon Industry Group: National Large Fund reduced its holdings by 16.3 million shares from May 6 to May 8 3. TongFu Microelectronics: National Integrated Circuit Industry Investment Fund recently reduced its holdings in the company by 0.71% 4. Thalys Medical Technology Group Corporation: Plans to reduce its holdings by up to 3.9777 million shares of repurchased shares 5. Suzhou Goldengreen Technologies: Received a letter of delisting notification This article is sourced from "Tencent My Stock." Editor: Li Fo.