Galaxy Bosera MSCI China ASEAN Economic Linkage Select Index ETF (09805) News

Will WeChat's Lingqiantong and Yu'ebao be unavailable for direct consumer payments after September 30? Industry verification: This is a misinterpretation of policy.

① Reporters learned from multiple payment institutions that market claims suggesting "Yu'ebao and Lingqiantong will no longer be usable for payments" are a misinterpretation of the policy. ② Tencent's Tenpay stated that Lingqiantong has always adhered to compliant operations, and the use of its related functions remains unaffected. ③ Regarding Yu'ebao, industry insiders close to the institution analyzed that there is expected to be "no significant impact," and users will still be able to select Yu'ebao as a payment method going forward.

cls.cnSep 11 14:21

Global Research Selection | Goldman Sachs: First Foldable iPhone Priced Below Samsung; Bullish on Apple’s Supply Chain in Greater China

① Goldman Sachs projects that iPhone Duo shipments in 2026 will reach a baseline of 14 million units, with an optimistic scenario reaching up to 35 million units; ② The new device incorporates over 100 precision components, including hinges, under-display cameras, and next-generation vapor chambers, with the foldable form factor expected to increase the component value per unit; ③ The hardware value of the iPhone 18 Pro series is also rising, potentially benefiting multiple component suppliers.

cls.cnSep 10 19:40

Coverage, Accuracy, and Experience: The Three Strategic High Grounds in the Corporate AI Context War

The gradual ramp-up process

wallstreetcnSep 10 19:18

AI lending boom blurs risk boundaries as Asian and US tech bond premiums converge

The debt surge driven by artificial intelligence is reshaping the risk profiles of emerging market bonds.

Zhitong FinanceSep 10 14:56

Top-tier model approaches 27,000 yuan as Apple launches its first foldable device; which key suppliers in the Apple supply chain will capture a share of the market?

1) Apple adopted a "premium-first" strategy at its autumn launch event, unveiling its first foldable smartphone and updating the Pro series; 2) Rising prices for upstream components, such as memory chips, have increased hardware costs, but the increase in selling prices was lower than expected; 3) The supply chain for the first foldable model is highly concentrated, with key players such as Lingyi iTech and Lens Technology securing mass production positions in high-value segments like hinges and cover plates.

cls.cnSep 10 08:42

Daily Roundup of Investment Bank and Institutional Views (2026-09-09)

Mini Program: Daily Compilation of Investment Banking and Institutional InsightsForeign countries1. Goldman Sachs: Houthi oil product flows have dropped to just 35%, while crude oil stands at 70%

Golden10 DataSep 9 16:18

DeepSeek accelerates its IPO on the STAR Market, with CITIC Securities likely serving as the sponsoring institution.

Industry insiders in the capital markets analyzed to Tencent Technology that, based on DeepSeek's current valuation of RMB 500 billion, the company's overall market capitalization is expected to range between RMB 1.5 trillion and RMB 2.5 trillion after its listing.

Tencent TechnologySep 9 15:48

Markets have shown "non-stick" resilience for five years! Investment banks warn: The "Teflon market" has its limits.

In recent years, global markets have been battered by a succession of negative shocks, yet risk assets have remained remarkably resilient, seemingly impervious to bad news. However, both HSBC and Deutsche Bank now warn that this "Teflon market" phenomenon is not without its limits.

Golden10 DataSep 8 20:49

Natural gas prices approach pressure zone as Europe’s winter trading theme emerges!

The current European natural gas market dynamics are forming a clear transmission chain. Rising gas prices are driving up inflation, which in turn pushes bond yields higher; banks and energy stocks benefit, while industrial stocks face pressure. Should gas prices breach €100 per megawatt-hour, this divergence could accelerate further.

Golden10 DataSep 8 14:09

Tencent CFO: The company prepaid RMB 50 billion in the second quarter to secure memory chip supplies. The gross margin for Harness paying users has reached parity with MaaS, and their consumption rate is more than double that of free-tier users.

Tencent spent over RMB 50 billion in the second quarter on prepayments to secure memory chips, a move management characterized as a "once-in-five-years" strategic procurement, indicating that capital expenditure levels seen in the second quarter may have become the new normal. Meanwhile, AI monetization is accelerating: the gross margin from inference for paying users of Harness has caught up with that of Model-as-a-Service (MaaS), and their token consumption is more than double that of free users, demonstrating strong tiered monetization capabilities.

wallstreetcnSep 8 09:51

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity

BenzingaSep 8 01:35

The CNY 300 billion special sovereign bond capital injection plan has been implemented, with the bond market potentially pricing in improved debt allocation capacity for large banks.

① Following the completion of capital injections in 2025, large banks have seen a significant increase in their monthly new bond investment volumes and their capacity to absorb government bonds. ② Since the beginning of this year, the pace of government bond issuance has been relatively slow, leading market participants to anticipate increased supply pressure in the bond market going forward.

cls.cnSep 7 15:02

The Ministry of Finance has finalized the CNY 300 billion capital injection via special sovereign bonds, providing capital replenishment to major state-owned banks, central insurance enterprises, and policy financial institutions.

Source: CSC Financial | By Hu Yuwei, Zhou Zhihan Summary: On September 6, ICBC and Agricultural Bank of China ($01288.HK) separately disclosed their plans for private placements of A-shares to specific investors, aiming to raise no more than RMB 100 billion and RMB 160 billion, respectively. The Ministry of Finance intends to subscribe for RMB 70 billion and RMB 130 billion, respectively, while China National Tobacco Corporation and its subsidiaries, among others, will participate in the subscription. The net proceeds, after deducting issuance expenses, will be used entirely to replenish Core Tier 1 capital. The issue price shall not be lower than the average trading price of the shares over the 20 trading days preceding the first day of the issuance period, and the subscribed shares will be subject to a five-year lock-up period. On the same day, PICC Group ($601319.SH)

China Securities Co., Ltd.Sep 7 09:12

Who is capturing the profits from domestic computing power?

Guojin Securities believes that China's computing power industry is undergoing a profound redistribution of profits. Under the traditional model, profits were highly concentrated in the upstream segments of chips and server hardware. However, with the accelerated penetration of token-based pricing systems and the rise of the GaaS (Computing Power as a Service) model, the profit share of midstream computing power scheduling operators and downstream application service providers is expected to increase significantly.

wallstreetcnSep 6 16:20

Morgan Stanley Private Briefing: MiniMax and Zhipu AI See Surge in ARR; Model Competition to Enter a Tiered Elimination Phase

Morgan Stanley recently held a closed-door meeting to conduct in-depth discussions on the latest developments among domestic AI large-model companies and major internet firms.

Zhitong FinanceSep 6 12:04

Bilibili Further Increases AI Investment: Plans to Issue $700 Million in Convertible Bonds, with Tencent Participating in a $200 Million Subscription

1. Bilibili announced plans to issue convertible senior notes with a total principal amount of USD 700 million, maturing in 2031, of which Tencent subscribed to USD 200 million through its subsidiaries. 2. Having just achieved annual profitability, Bilibili has designated AI as a core investment focus. In the AI domain, funds will be utilized to enhance AI capabilities in content understanding, recommendation, and creation, deepen user engagement, and leverage AI to improve productivity and efficiency.

cls.cnSep 5 16:51

Doubao in Action: From Content Creation to Process Management, Enterprise-Grade AI Agents Enter a Phase of Systemic Competition

1. The AI workplace sector is entering a mature phase, shifting from competition over individual features to rivalry in systemic capabilities. Doubao Work represents ByteDance’s significant bet on transitioning enterprise-grade Agents from concept to practical implementation. 2. Whether Tencent, Alibaba, or ByteDance can ultimately achieve commercial viability in AI workplace solutions and secure long-term recognition from corporate clients will require validation through both time and real-world application scenarios.

cls.cnSep 5 11:26

Daily Roundup of Investment Bank and Institutional Views (2026-09-04)

Mini Program: Daily Summary of Investment Bank and Institutional Views – International 1. HSBC Raises U.S. Treasury Yield Forecasts, Anticipating a More Hawkish Policy Path HSBC has raised its yield forecasts for U.S. Treasuries across the curve. In a report, Dilraj Narula, U.S. rates strategist at HSBC, stated that this adjustment reflects the bank’s view that future monetary policy is likely to follow a more hawkish trajectory, while the structural floor for long-term U.S. Treasury yields will also be higher. HSBC currently projects the two-year U.S. Treasury yield to reach 4.20% by the end of 2026, up from the previous forecast of 3.85%; it expects the yield to stand at 3.95% by the end of 2027, revised up from the prior estimate of 3.50%.

Golden10 DataSep 4 16:17

The first Chinese humanoid robot ETF has been listed in the United States. What are the underlying reasons?

According to Defiance ETFs, the top ten constituents of CROB are exclusively leading companies in China’s industrial supply chain: Leader Harmonious Drive, Huichuan Technology, Lingyi iTech, Sanhua, Megmeet, Hengli Hydraulic, Tuopu Group, Luxshare Precision, CATL, and Wolong Electric Drive.

cls.cnSep 4 12:41

Major tech firms' AI agents collectively enter the core financial sector

General Edition or Professional Edition?

wallstreetcnSep 3 18:24