A-share Evening Highlights | Multiple Giants Take Action! E Fund, ChinaAMC, Fullgoal, and China Universal Each Spend RMB 200 Million on Self-Purchases

Evening Highlights 1. Multiple Giants Take Action! E Fund, ChinaAMC, Fullgoal, and China Universal Each Spend RMB 200 Million on Self-Purchases Importance: With only one day left before the concentrated issuance of the first batch of active ETFs, fund companies are stepping up their self-purchase efforts. Today, E Fund, ChinaAMC, Fullgoal, China Universal, and several other fund companies successively announced that they would each use RMB 200 million of their own funds to subscribe to their active ETFs. Just two days ago, Morgan Fund was the first to announce a self-purchase plan of up to RMB 500 million. So far, in the fundraising phase of the first batch of active ETFs, the four fund companies plan to purchase a total of RMB 1.3 billion. 2. Untrue! No Chain Forced Liquidation Phenomenon as Rumored for AI Leader Stocks Importance: Today, rumors circulated online that "some AI leader stocks experienced large forced liquidations, triggering a chain reaction," drawing attention from some investors. A reporter learned that today no chain forced liquidation phenomenon as rumored occurred in Shenzhen-listed AI leader stocks; only individual stocks saw small liquidations of less than RMB 100,000. The related rumors are untrue. 3. Optical Communication Sector Plunges; Eoptolink Technology Inc., Yuanjie Semiconductor Technology and Others Respond Intensively: Operations and Deliveries Normal Importance: Regarding market concerns about company operations, Yuanjie Semiconductor Technology stated that the company's production and operating activities, order deliveries, capacity expansion, and other work are currently proceeding normally. Eoptolink Technology Inc. stated that the company's production and operating activities are currently normal and orderly, and order deliveries are proceeding normally. In addition, Suzhou Dongshan Precision Manufacturing also stated that all production and operations are currently normal, and product deliveries are progressing in an orderly manner. 4. Positive! A-share Dividend Heavyweight Plans RMB 60 per 10 Shares Importance: G-bits Network Technology has consistently maintained a high dividend ratio and frequency. The company's disclosed third-quarter profit distribution plan shows that it intends to distribute a cash dividend of RMB 60 per 10 shares (tax included) to all shareholders, with total cash dividends of RMB 431 million, equivalent to 87% of the company's net profit attributable to shareholders. 5. Houthi Armed Forces Claim Attack on Saudi Ministry of Defense Importance: According to CCTV International News, Yahya Saree, spokesman for Yemen's Houthi armed forces, said in a video statement today (October 22) that the Houthis carried out four military operations against Saudi Arabia in the past 48 hours, using several ballistic missiles and drones: the first operation struck the Ministry of Defense building in Riyadh, the Saudi capital, with a "precise hit"; the second operation struck King Fahd International Airport in Dammam, Saudi Arabia, "causing disruption to airport flight operations"; the third operation struck Saudi Aramco facilities in Yanbu, Saudi Arabia. 6. Ministry of Commerce: Will Study and Introduce More Pragmatic Policy Measures in More Areas, Continuously Enrich and Improve Overseas Services Importance: On October 22, Zhao Chunfeng, Director of the Department of Outward Investment and Economic Cooperation of the Ministry of Commerce, said at a press conference of the State Council Information Office that China's outward investment and cooperation business is constantly growing. By the end of 2025, China had established 58,000 overseas direct investment enterprises abroad. Next, the ministry will study and introduce more pragmatic policy measures in more areas, focus on key areas of concern to enterprises such as law, finance, and logistics, communicate and collaborate deeply with relevant industry authorities, and continuously enrich and improve our overseas services. Opportunities in Advance The editor has sorted through market-focused investment opportunities and found that AI computing power and cloud computing are drawing attention. 1. Meta Discloses Future Spending Commitments of USD 825 Billion, Mainly Invested in AI Computing Power and Infrastructure Meta said it has signed multiple leases and contracts with total future committed spending of approximately USD 825 billion, a large portion of which will be used for artificial intelligence computing power and related infrastructure. Regulatory filings submitted by the company on Thursday show that operating leases and finance leases not yet included in the balance sheet are valued at USD 355.7 billion, covering data center and energy infrastructure lease projects that will commence from the remainder of this year through 2036. In addition, the following sectors are also worth watching: 2. Cloud Computing | Nvidia CEO Jensen Huang: Demand from new cloud vendors is "insanely high" but funding is tight; 3. Agriculture | The strongest El Nio in history is coming! Analysts warn: grain commodity prices are rising; 4. Glass Substrates | Samsung Electro-Mechanics will receive a combined KRW 3.7 trillion investment from Tesla and Nvidia to jointly build AI chip substrate production lines. Positive and Negative Announcements from Listed Companies For positive announcements, the editor suggests paying attention to China Tungsten and Hightech Materials' net profit growth of 148.81%, etc.; for negative announcements, note Konka Group Co.,Ltd's delisting, etc. Positive Announcements 1. China Tungsten and Hightech Materials: Third-quarter net profit was RMB 903 million, up 148.81% year on year 2. Zhejiang Wazam New Materials: Third-quarter 2026 net profit attributable to shareholders was RMB 627 million, up 3,044.6% year on year 3. Shenzhen Leaguer: Third-quarter 2026 net profit was RMB 51.3936 million, up 7,731.85% year on year 4. Shennan Circuits: Third-quarter 2026 net profit was RMB 1.878 billion, up 94.42% year on year 5. Han's Laser Technology Industry Group: Third-quarter 2026 net profit attributable to shareholders was RMB 889 million, up 137.03% year on year Negative Announcements 1. Konka Group Co.,Ltd: The company's shares will be delisted on October 23, 2026 2. China Telecom Corporation: Third-quarter 2026 net profit was RMB 6.62 billion, down 14.65% year on year 3. Cuihua Delisting: Shares will enter the delisting consolidation period on October 23, with no price limit on the first day 4. Dalian Bio-Chem: 2.3251 million shares of Guangyao Zhixin were judicially forcibly sold 5. The Pacific: Part of the funds in bank accounts were judicially deducted This article is reprinted from "Tencent Zixuan Stocks", edited by GMTEight: Xu Wenqiang.