晨星分析师Ivan Su在一份研究报告中表示，腾讯股价仍被严重低估。该分析师表示，在近期Meta的AI智能体应用Muse受到市场追捧后，腾讯股价获得了一些上涨动能。Ivan Su称，投资者将Muse的走红视为腾讯的积极信号，因腾讯正在微信内部测试类似的AI智能体“小微”。他认为，小微相比Muse具有结构性优势，因其内置于国内使用最广泛的应用微信之中，而Muse是一个独立下载的应用。不过，腾讯股价目前较晨星780港元的目标价仍折价约40%。“AI代理若成功推出（可能是在今年晚些时候），或将成为股价的催化剂，”他补充道。

The Chinese Academy of Sciences (CAS) published its 15th Five-Year development plan, prioritizing seizure of the technological high ground. CAS singles out basic research, strategic high-tech and sustainable development as its strategic priorities for the next five years and directs resources toward AI-enabled scientific research, strengthening core scientific infrastructure and optimizing regional R&D capacity. The plan also mandates reforms to build world-class research institutions, including integrated education-and-talent development, creation of a national science-and-technology think tank, research-organization and management reform, technology transfer and commercialization measures, and expanded international scientific cooperation. It explicitly frames rapid AI development as a strategic opportunity.

Zhuochuang Info says sow culling accelerates in 2026 Q2–Q3, moving from low-efficiency toward high-efficiency sows; policy and market forces may extend the capacity-reduction cycle. Based on its assessment of sow stocks and productivity, total hog slaughter in 2027 is likely to sit between 2025 and 2026 levels. Monthly supply-demand ratios are expected to decline gradually, with a larger drop after Q2. Using projected annual slaughter and pork consumption, Zhuochuang forecasts a 2027 annual average live-hog price of 12.0–12.5 yuan/kg, a cautiously optimistic outlook.