Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events, providing ample time for analysis and selection of suitable listed companies [1] Group 2 - A company involved in commercial aerospace, CPO, data centers, chips, Huawei, and controllable nuclear fusion has products participating in a major national aerospace project [1] - Another company specializing in liquid-cooled servers, computing power, NVIDIA, robotics, and data centers reported over 60% year-on-year growth in AI server revenue in Q2 and is a key supplier of NVIDIA's GB200 cabinet [1] - A company focused on innovative drugs, traditional Chinese medicine, synthetic biology, and the three-child policy has received approval for clinical trials of its innovative traditional Chinese medicine research project [1]

Market Overview - The A-share market experienced a strong performance, with the Shanghai Composite Index closing at 3316.11, up 1.13% [1] - The Shenzhen Component Index rose by 1.84%, closing at 10082.34, while the ChiNext Index increased by 1.97%, closing at 1986.41 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.34 trillion, an increase of 166.8 billion compared to the previous trading day [4] Sector Performance - The top-performing sectors included Computer (up 3.65%), Communication (up 3.59%), and Comprehensive (up 3.38%) [1] - Conversely, the Banking sector saw a slight decline of 0.13%, and the Food & Beverage sector increased by only 0.35% [1] - Notable concept stocks such as Controlled Nuclear Fusion and Rare Earth Permanent Magnet saw significant gains, with increases of 6.32% and 5.45% respectively [2][3] Consumer Trends - There was a notable increase in long-distance travel demand during the May Day holiday, with over 1.1 billion cross-regional movements recorded, averaging 282 million daily, significantly higher than the same period in 2019 and 2024 [3] - Domestic tourism outperformed outbound travel, with a clear trend of consumption upgrades in lower-tier cities [3] Economic Indicators - The Caixin China General Services PMI for April was reported at 50.7, a decrease of 1.2 percentage points from March, but still indicating expansion [3] - The overall earnings reports from A-share companies showed an improvement in profitability, with structural differentiation in revenue growth rates across industries [4] Investment Recommendations - Investors are advised to focus on sectors with sustained high growth potential, including Finance, Public Utilities, Consumer, and TMT (Technology, Media, and Telecommunications) [4] - The market is expected to continue a trend of oscillation and recovery in the short term, with further potential for risk appetite to improve [4]