Key News
1. Goldman Sachs: Maintains Overweight rating on A-shares.
2. China's logistics industry prosperity index reached 50.3% in May, returning to expansion territory.
3. RatingDog China Services PMI rose to 54.4 in May, indicating a widening expansion trend.
Individual Stock News
1. Data on main capital flows shows that Tongfu Microelectronics saw the largest net inflow of main capital at 3.001 billion yuan, followed by Tianfu Communication, TCL Technology, OmniVision Group, and Changchuan Technology; Datang Power saw the largest net outflow of main capital at 1.115 billion yuan, followed by Fenghua Advanced Technology, Kweichow Moutai, Xingsen Technology, and Shennan Circuits.
2. Zhongyi Technology: Changxin Memory and Yangtze Memory are both clients of the company.
3. Ankai Microelectronics: Two AI glasses SoC chips have been mass-produced.
4. Yuanlong Yatu: Collaborating with Juxing Power to develop multiple football team IP derivative products.
5. SmartSens: Has launched multiple CMOS image sensors specifically for AI glasses.
6. Sifangda: Has achieved large-scale supply capability of inch-level CVD diamond heat sinks.
7. ThunderSoft: ThunderSoft's first TurboX C7790 development kit fills the gap in Qualcomm's 20+ TOPS computing power modules.
8. Zhejiang Jiaoke: Its subsidiaries signed project contracts totaling 2.711 billion yuan.
