Group 1 - The core viewpoint of the article highlights the mixed performance of ETFs, with the Artificial Intelligence 50 ETF (517800) leading the gains at 5.06% [1] - The Online Consumption ETF (159728) also showed strong performance, increasing by 4.11% [1] - The Artificial Intelligence ETF (515980) rose by 3.43%, indicating a positive trend in AI-related investments [1] Group 2 - On the downside, the Hong Kong Stock Connect 100 ETF (159788) experienced the largest decline, falling by 1.08% [1] - The New Energy Leaders ETF (159752) and the Agriculture ETF (516550) both decreased by 0.94%, reflecting challenges in these sectors [1]

Core Viewpoint - The meeting held in Sihanoukville, Cambodia, focused on enhancing investment cooperation between China and Cambodia, emphasizing the importance of trade and investment in various sectors such as green economy, digital economy, infrastructure, and agriculture [1] Group 1: Trade Relations - China has been Cambodia's largest trading partner for 13 consecutive years and the largest source of foreign investment for 12 consecutive years [1] - The Chinese side expressed willingness to leverage the favorable conditions created by the bilateral free trade agreement to strengthen cooperation [1] Group 2: Investment Cooperation - The discussions aimed to enhance supply chain cooperation in key areas, including green low-carbon initiatives, digital economy, infrastructure, and agriculture [1] - The Chinese side hopes for a conducive business environment in Cambodia to support the development of the Sihanoukville Special Economic Zone and the operations of Chinese enterprises [1]

Core Viewpoint - The joint statement from the China-New Zealand leaders' meeting highlights the ongoing cooperation in various sectors, emphasizing the importance of bilateral relations and cultural exchanges [1] Group 1: Areas of Cooperation - Both parties welcome cooperation in food safety, customs, agriculture, forestry, climate change, trade and economic facilitation, and improving the business environment [1] - Progress in the first round of negotiations on the negative list for services trade under the China-New Zealand Free Trade Agreement is acknowledged [1] Group 2: Cultural and Human Exchanges - The significance of cultural exchanges in tourism, culture, local government, sports, and scientific innovation for bilateral relations is reaffirmed [1] - The recent China-New Zealand Mayor Forum and the upcoming China-New Zealand Track II Dialogue are welcomed as important events [1]

Group 1 - The U.S. Secretary of Agriculture, Tom Vilsack, is scheduled to visit Italy next week, followed by trips to India, Vietnam, and Japan [1]

Market Overview - The military industry sector showed strong performance, with significant activity in CPO, high-speed copper connections, photovoltaics, computing power, and AI applications, while PEEK materials, gold, and agriculture sectors weakened [1][4] - As of May 8, the A-share market saw over 3,800 stocks rise, with the Shanghai Composite Index up 0.28%, the Shenzhen Component Index up 0.93%, and the ChiNext Index up 1.65% [1][2] Stock Performance - Specific stocks in the military sector, such as AVIC Chengfei, Runbei Aerospace, Aerospace Changfeng, and Chengfei Integration, experienced limit-up gains [4] - Compressor concept stocks also surged, with companies like Mag Valley Technology, Xinlei Co., Jialitu, and Liande Co. hitting the upper limit [4] Capital Flow - Main capital inflows were observed in sectors such as communication equipment, cultural media, and consumer electronics, while semiconductor and internet service sectors saw net outflows [5] - Notable net inflows included Ningde Times (¥8.17 billion), New Yi Sheng (¥6.78 billion), and沃尔核材 (¥6.59 billion), while net outflows were seen in Hongbaoli (¥8.36 billion), Huasheng Tiancai (¥5.55 billion), and Changshan Beiming (¥4.86 billion) [6] Institutional Insights - CITIC Construction noted that with policy support and improved liquidity, the market is stabilizing, suggesting a focus on domestic circulation and technological innovation for future strategies [7] - Shanghai Securities highlighted that the current market performance exceeds expectations, with positive sentiment and limited downside potential, attracting international capital [7] - Founder Securities mentioned a rebound in polysilicon prices, indicating potential stabilization and recovery in that sector [7]