A-shares Evening Highlights | Risk Alert Sounded! Oil prices once again stand above $100, "triple kill" in stocks, bonds, and currencies approaches.

Evening Heavyweight News Overview 1. U.S.-Iran Tensions Escalate! Oil Prices Break $100 for the First Time Since July; Equities, Bonds, and Currency Markets Hit Hard Importance: Military confrontations between the U.S. and Iran in the Strait of Hormuz are sharply escalating, leading to renewed supply shocks in the global oil market. On September 9, Brent crude oil prices breached $100 per barrel during trading hours for the first time since July 24, as market fears over Middle Eastern supply disruptions regained the upper hand in oil price determination. In the stock market, the three major U.S. indexes opened lower, with the Dow Jones Industrial Average down 0.42%, the S&P 500 down 0.25%, and the Nasdaq Composite down 0.38%. Nvidia fell 0.23%, Apple dropped 0.11%, Google declined 2.33%, Microsoft was down 0.29%, Amazon slipped 1.07%, while Meta was up 4.87% and Tesla rose 0.79%. European stock markets saw declines exceeding 2% across multiple countries. In the bond market, the yield on the U.S. 10-year Treasury note rose to 4.8184%, marking the highest level since November 2023; the yield on the UK 10-year Treasury note increased by 5 basis points to 5.23%. In the foreign exchange market, the Japanese yen rose for the third consecutive trading day. Previously, Bessent publicly challenged traders to test his resolve to strengthen the yen. The yen increased by 0.3% to 153.52 yen per dollar. 2. Key Press Conference from the State Council Information Office! Related to Building a Financial Power, Participated by CSRC and Other Departments Importance: The State Council Information Office will hold a themed press conference on the "15th Five-Year Plan" on September 10, 2026, at 3 PM. The event will feature speeches from Lu Lei, Deputy Governor of the People's Bank of China, Cong Lin, Deputy Director of the Financial Regulatory Bureau, and Li Chao, Vice Chairman of the China Securities Regulatory Commission, who will discuss the implementation of the "15th Five-Year Plan" in the financial sector and related matters, and address questions from journalists. 3. Beijing Releases Major Document Related to High-tech Industries and the Digital Economy Importance: On September 9, the Beijing Municipal Government issued the "Beijing '15th Five-Year Plan' for High-tech Industry Development," proposing 22 specific policy measures from seven aspects to accelerate the development of new productivity, focusing on high-tech industries and the digital economy. Furthermore, the Beijing Municipal Government also released the "Beijing '15th Five-Year Plan' for Digital Economy Development," which details plans to accelerate the construction of domestic advanced computing power validation platforms and enhance capabilities for building computing clusters, relying on the national integrated computing power network as a hub for the Beijing-Tianjin-Hebei area to expedite the validation of domestic technologies. 4. Advancing IPOs, Introducing New Models, and Price Reductions! DeepSeek Launches a Triple Offensive Importance: On September 9, market news indicated that DeepSeek has authorized CITIC SEC to prepare for an IPO on the Sci-Tech Innovation Board. According to insider sources, this information is accurate. Additionally, DeepSeek plans to officially announce the V4.1 Flash model, following extensive internal and external testing, around September 10, 2026. The V4.1 Flash has outperformed the V4 Pro in performance, costs, speed, total usage time, and other metrics. Moreover, according to an announcement from DeepSeek's open platform, new pricing for the Flash series will take effect at 12:00 PM Beijing time on September 10, 2026. 5. Apple's Most Significant Launch Event in Over a Decade: First Folding iPhone Set to Debut Importance: At 1 AM Beijing time on September 10, Thursday, Apple will hold its annual iPhone product launch event at Apple Park, themed "Surprise and Shine." As a major event in the global tech community, this year's iPhone launch can be considered the most significant for Apple in over a decade. Expectations are high that Apple will not only unveil its first folding-screen iPhone but this event will also mark the first product release under the leadership of new CEO John Ternus, symbolizing Apple's official entry into the "post-Cook era." 6. One IPO Could Earn Over 280,000 RMB, Si Yun Technology to Be Listed on the Sci-Tech Innovation Board This Friday Importance: On the evening of September 9, Si Yun Technology (688801.SH) announced that its shares will be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 11, 2026. Notably, the IPO issue price of Si Yun Technology is 142.18 RMB per share, making it the third highest issue price for newly listed stocks in A-shares this year. Earlier, MoEr Threads and Mu Xi Holdings saw closing gains of 425.46% and 692.95%, respectively, on the first day of being listed on the Sci-Tech Innovation Board. If Si Yun Technology sees a price increase of over 400% on its first day of trading, a single share subscription (500 shares) would yield more than 280,000 RMB in profit. 7. U.S. Security Agencies Accuse Chinese Companies of Distilling U.S. Models; Foreign Ministry Responds Importance: On September 9, Foreign Ministry spokesperson Mao Ning hosted a regular press conference. A reporter from AFP asked about a joint statement from three U.S. agencies, including the NSA, accusing six Chinese artificial intelligence (AI) companies of distilling U.S. models without authorization and extracting proprietary knowledge, claiming it would steal U.S. AI strategies. What is China's comment on this? "We hope the U.S. side will earnestly implement the important consensus reached by the leaders of both countries and refrain from making unfounded accusations and smears against China. Both China and the U.S. are major powers in AI and should strengthen cooperation," Mao Ning said. Opportunities Ahead The Zixuan Brother has summarized investment opportunities currently attracting market attention, including gold and Siasun Robot & Automation. 1. World Gold Council: In August, Global Gold ETFs Attracted $18 Billion, Second Highest Monthly Inflow in History The World Gold Council stated that global gold ETFs attracted $18 billion in inflows in August, marking the second highest monthly inflow on record, pushing total assets under management to $615 billion and holdings reaching a historic high of 4,189 tons. North America recorded the third largest monthly inflow in history, while Europe achieved its strongest monthly performance ever, together accounting for nearly 90% of global demand. Gold market activity showed a significant rebound, with average daily trading volumes in major market segments increasing by 21% month-on-month. In addition, the following sectors are worth paying attention to: 2. Siasun Robot & Automation | According to reports from Xiaopeng Motors, Siasun Robot & Automation has officially completed mass production validation. 3. AI Infrastructure | Google announced it will invest 13 billion in building AI infrastructure in Finland, marking Google's largest single investment in Europe. 4. Computing Power | Reports indicate that OpenAI expects to spend approximately $750 billion on computing resources by 2030. 5. Hydrogen Energy | Public consultations are open for mandatory national standards regarding safety requirements for fuel cell electric vehicles. Positive and Negative Announcements from Listed Companies The Zixuan Brother advises attention to shareholder announcements of share buyback plans from Tiandi Science & Technology, among others. Positive Announcements 1. Tiandi Science & Technology: Shareholder Chengtong Jin intends to increase its stake by 300 million to 600 million RMB. 2. China Energy Engineering Corporation: Subsidiary wins a total contract for an EPC project worth 6.443 billion RMB for a power plant. 3. Acter Technology Integration Group: Subsidiary wins about 262 million RMB for an electromechanical engineering project at a factory in Vietnam. 4. Jiangsu Shemar Electric: Wins a procurement project worth 235 million RMB from China Electrical Equipment Group. Negative Announcements 1. Shanghai CDXJ Digital Technology: Due to intensified industry competition and rising raw material costs, it has terminated a contract worth 403 million RMB for a data center project. 2. Zhongzhong Science & Technology (Tianjin) Co.,: One of the concerted actions of Jiangsu Guomao Reducer plans to reduce its stake in the company by no more than 3%. 3. A-Zenith Home Furnishings: A shareholder holding more than 5% plans to reduce its stake by no more than 3%. This article is reproduced from "Tencent Self-Selected Stocks," edited by GMTEight: Li Fo.