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OpenAI announced the establishment of a deployment company, with investments of over $4 billion, partnering with TPG and others to help enterprises roll out AI in practice, and acquiring Tomoro. It is expected to bring in approximately 150 on-site engineers to connect the model, data, and core processes. It also launched a Daybreak network defense product to help ensure deployment security. Previously, it completed $122.0 billion in financing, or it may go public in 2027. The deployment company is seen as a key driver for the industrialization of AI.

Energy Saving Wind Power (601016) stated on the interactive platform on May 12 that regarding the recent online rumors that "the company's shareholder Zhang Jiawei is actor Zhang Linghe," the company attaches great importance and has verified the information. After verification, shareholder Zhang Jiawei is not actor Zhang Linghe. Investors are urged to rely solely on the announcements published by the company on designated information disclosure media, do not believe or spread unverified online rumors, be cautious in identifying the authenticity of information, make prudent decisions, and pay attention to investment risks.
(Source: People's Financial News)

Hong Kong stocks closed lower on May 12, with the Hang Seng Index ending at 26,347.91 points, down 58.93 points, or 0.22%; the Hang Seng Tech Index closed at 5,070.61 points, down 35.79 points, or 0.70%.
In terms of constituent stocks, CITIC Guoan Glass, China Petroleum, and Xinyi Solar led the gains, while Lenovo Group, Wharf REIC, and Pop Mart saw the largest declines; Kuaishou-W, NetEase-S, and Midea Group led the gains among Hang Seng Tech constituents, while Leapmotor, Kingdee International, and Lenovo Group led the declines.

Solar energy is accelerating the deployment of computing-power centers, providing power supply and computing-power energy storage. A total of 12 energy storage power stations have already been built, with ample reserves. The focus is on areas such as AI computing-power energy storage and direct connections to green electricity, as well as a 10-megawatt perovskite/silicon tandem pilot line, and its potential is highly regarded. Filihua focuses on high-end quartz materials and quartz electronic foils, has served global copper-clad laminate manufacturers, and has established stable cooperation with well-known companies downstream. In 2025, revenue is expected to be 2.016 billion yuan, with net profit of 443 million yuan; growth in Q1 is significant, and the stock price has risen.

In this super cycle, SK Hynix's stock price reached a high of 1.97M Korean won during today's trading, more than a tenfold increase since 2025.
(Source: Cailian Press)

Today, the three major indices of A-shares showed mixed gains and losses, with the Shanghai Composite down 0.25%, the Shenzhen Component down 0.47%, and the ChiNext up 0.15%; the total trading volume across the two markets reached 3.27 trillion yuan, breaking the 3 trillion mark for five consecutive days but shrinking compared to the previous day. Most industries declined, with non-metallic materials, internet, and energy sectors performing strongly, while rare earths retreated. Nearly a hundred stocks hit the daily limit, and the optical fiber concept remained active. Major news includes the margin financing balance exceeding 2.8 trillion yuan and brokerages adding real-time liquidation lines, Intel advancing in advanced packaging, discussions in the U.S. about actions against Iran, and the central bank continuing to implement moderate easing and regulate transmission. Institutional strategies focus on structural main lines such as consumption, technology, and resource security, with the expectation that the divergence in recovery will continue in the second half of the year.

At 8:30 PM Beijing time tonight, investors in the global financial markets may face what could be the "most dangerous" set of U.S. macroeconomic data releases since the U.S.-Iran conflict — the U.S. April CPI data scheduled for release on Tuesday is expected to show that inflation has reached its highest level in nearly three years. This will pose a severe challenge for investors and Federal Reserve officials alike.
According to median forecasts from economists surveyed by the media, the U.S. Consumer Price Index (CPI) for April is expected to increase by 3.7% year-over-year, up from the previous 3.3%. This is mainly due to the ongoing impact of the oil crisis on consumer spending, with April's CPI month-over-month expected to rise sharply by 0.6%.
If the predictions are accurate, this

Today, the Shanghai Composite Index fell by 0.25%, the Shenzhen Component Index dropped by 0.47%, and the ChiNext Index rose by 0.15%. The combined trading value across the two markets was 3.24 trillion yuan, down by 296.205 billion yuan from the previous trading day. There were 94 stocks that hit the daily limit; at one point during the session, 40 stocks reached the limit, and the board-up rate was 70.15%.

Trump's visit to China in May, accompanying business leaders' list draws attention: Apple’s Cook, Tesla’s Musk are reportedly accompanying, Nvidia’s Huang Renxun has not yet confirmed the invitation; Qualcomm, Blackstone, Citigroup, Visa executives and Jane Fraser may attend. International public opinion generally believes that this visit is of great significance to the direction of China-U.S. relations, global trade, and energy stability, with the key being to stabilize the supply chain and avoid escalation of conflicts.

The three major indices of the A-shares market showed mixed performance today. By the close, the Shanghai Composite Index fell 0.25%, the Shenzhen Component Index dropped 0.47%, and the ChiNext Index rose 0.15%. The combined trading volume of the Shanghai, Shenzhen, and Beijing markets approached 3.3 trillion yuan, surpassing 3 trillion yuan for five consecutive trading days, but it decreased by nearly 300 billion yuan compared to yesterday. Most industry sectors closed lower, with non-metallic materials, power grid equipment, and electric power sectors leading gains, while rare earths, aerospace equipment, energy metals, maritime equipment, internet e-commerce, and automotive services sectors saw the largest declines. In individual stocks, nearly 1,400 stocks rose, with close to 100 hitting the daily limit-up.
Recently, the National Energy Administration, together with the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Data Bureau, issued the document "On Promoting Artificial Intelligence

UBS expects gold and silver to reach new highs again this year, driven by tensions in the Middle East, rising oil prices, and expectations of declining real interest rates. Gold demand remains strong, with active buying from central banks and private investors, and robust physical demand in China. Silver is expected to rise along with gold prices and may perform even better. Official demand provides support, with target prices of $5,600 per ounce for gold and above $100 per ounce for silver.

In April, the domestic retail penetration rate of new energy passenger vehicles reached 61.4%, a record high, but A00 class economy cars continued to decline, with wholesale sales of 70k units, down 55% year-on-year, accounting for only 9% of pure electric vehicles. Policies shifted from exemption to half-levy and tiered old-for-new subsidies, suppressing demand. April exports were strong, with pure electric vehicles accounting for 57.2%, and A00 + A0 class vehicles about 51.2%. Experts are calling for unified standards for economy electric vehicles to promote penetration into lower-tier markets and international expansion.

Summary
First, according to data released by the U.S. Department of Labor on April 3, March’s non-farm data rebounded more than expected. March non-farm payrolls added 115.0k (expected 62k, previous 185k), and private sector payrolls added 123.0k (expected 84k, previous 190k). The employment diffusion index (1 month) was 53.8—above 50, meaning more than half of industries are expanding hiring. The 3-month moving average for headline non-farm payrolls was 48.0k, and for the private sector it was 55.0k. After subtracting a drag of 0.8k from the government sector, private sector employment growth was better than the overall figure.
Second, by industry, transportation and warehousing (+30k), healthcare (+5k…

South Korea’s stock market fell as much as 5% after a policy adviser proposed using AI to distribute “excess profits” as bonuses to citizens, triggering concerns about wealth redistribution; after a clarification and explanation, it rebounded. Samsung and SK Hynix saw a surge in AI-driven earnings, leading the market to worry that the wealthy will benefit more, and adding pressure to wage negotiations. Analysts say that wealth concentration is becoming more pronounced in the AI era, and public participation is a key focus.

Jensen Huang believes that in the AI era, the blue-collar technicians supporting infrastructure will become a shortage and high-paying industry.
As chip manufacturing, data centers, and factories expand, the demand for electricians, plumbers, welders, and other positions surges, making them wise choices for graduates; he emphasized at Carnegie Mellon University's commencement and Davos that this is a re-industrialization opportunity that will bring six-figure salaries.

May 4–6, the Hang Seng Index and Hang Seng Tech rose; there was net southbound outflow of 3.54 billion HKD, and international and local intermediaries continued to add positions. Southbound showed preference for gold, oil and gas, and industrial engineering, while outflows went to software, IT equipment, and pharmaceuticals; international intermediaries increased holdings in Alibaba, China Mobile, InnoScience, and others, and reduced holdings in Tencent, Xiaomi, Pop Mart, and Kuaishou. Foreign capital passively reduced positions, active funds returned to Hong Kong stocks, semiconductors saw increased holdings, and CATL continued to reduce positions.

Orient Securities announces that starting from May 18, 2026, the "Immediate Liquidation Line" in the margin trading and short-selling business will be set at 115%.
If the collateral ratio remains below 115%, it must be restored to the liquidation line or above before the close of T+1 day; otherwise, forced liquidation will occur the next day.
The industry generally sets warning lines at 150%, liquidation lines at 130%, and margin call lines, among others, as multiple risk control measures to prevent leverage risks.
Recently, the margin trading balance and trading volume have continued to rise.