Evening hot spot for A shares | Hong Kong stocks see a surge in short selling of semiconductor companies, with Semiconductor Manufacturing International Corporation reaching record levels of short selling.

1. Incremental funding is here! Adjustment of Shanghai Stock Exchange 50 index with a significant increase in science and technology. According to index compilation rules, the Shanghai Stock Exchange and China Securities Index Limited have decided to adjust the samples of the Shanghai 50, Shanghai 180, Science and Technology 50, Science and Technology 100, and other indices, effective after the close of trading on June 12, 2026. Among them, the Shanghai 50 index added TBEA Co., Ltd., Shengyi Technology, Aluminum Corporation Of China, Huatai, GigaDevice Semiconductor Inc., totaling 5 securities. In addition, the Shenzhen Stock Exchange also released an announcement on the same day regarding the adjustment of sample stocks for the Shenzhen Component Index, ChiNext Index, Shenzhen 100 Index, and ChiNext 50 Index. The Shenzhen Component Index added 25 stocks, including Zhejiang Century Huatong Group, Easy Click Worldwide Network Technology, Jiujiang Defu Technology, Suzhou Inovance Automotive, and the ChiNext Index added 10 stocks, including Shannon Semiconductor Technology and Robotechnik Intelligent Technology. Overall, the comprehensive strength of the index system "containing science and technology" has been further enhanced. For investors, as there are a large number of ETFs and passive funds tracking these indices, this adjustment will trigger simultaneous portfolio adjustments, leading to a reallocation of passive funds. 2. Enhancing the AI literacy of the whole population! Four departments latest deployment. The Cyberspace Administration of China, Ministry of Education, Ministry of Industry and Information Technology, and Ministry of Human Resources and Social Security jointly issued the "Key Points for Enhancing Digital Literacy and Skills of the Whole Population in 2026." The key points emphasize enhancing the AI literacy of the whole population, including strengthening AI-enabled education, accelerating the training of AI talents, and deepening the popularization and application of AI. 3. Cracking down on "overlapping" competition - State Administration for Market Regulation deploys a special action to combat inferior low-price items. According to the State Administration for Market Regulation's website, a special action to combat inferior low-price items is being deployed nationwide. Focusing on industries closely related to the production activities of business entities, directly affecting the consumption experience of the people, and with prominent "overlapping" competition, the action will crack down on issues of inferior quality and low prices, using a comprehensive approach of price enforcement, quality supervision, and standard leadership, to deeply crack down on competition characterized by "overlapping." (Continued in next message)