Foreign investors conducted over 5,500 research visits to A-share companies this year: 610 institutions clustered their efforts, with hard technology sectors becoming the focal point

① As of September 8, more than 610 foreign institutional investors had cumulatively conducted 5,581 research visits to A-share companies this year, marking a significant expansion in both frequency and coverage compared to previous years; ② Foreign capital has primarily focused on leading companies in sectors such as semiconductors, electronics, machinery manufacturing, power equipment, and healthcare; ③ By the end of the second quarter, QFII holdings covered over 1,700 A-share listed companies, with a total market value of RMB 373.786 billion.

CLSSep 10 20:08

The Core AI Question: Economic Sentiment Remains Strong, But What About Market Performance?

Economic sentiment serves as the starting point for market performance, but it does not constitute the entirety of market dynamics. The latest research from the strategy team at Guotou Securities points out that the fundamentals of A-shares are continuously improving, with the profit growth rate for all A-share companies excluding financials and energy sectors returning to double-digit growth for the first time since 2021 in the first half of 2026; technology and global expansion are currently driving a new cycle of profitability. However, whether strong economic sentiment can translate into market gains, and how high such gains may reach, depends on a systematic framework for pricing economic sentiment. In their report, Guotou Securities strategy analysts Lin Rongxiong and Peng Jingtao pioneeringly propose a "three-factor pricing model for economic sentiment," comprising "the gap between capital expenditure and profit growth rates," "the second derivative of profits," and "net profit margin," to address sign

WallStreetCNSep 10 20:05

BOC International: Interim results for the pharmaceutical sector are gradually recovering, and the industry is entering a turnaround cycle.

The firm believes that earnings recovery in the sector has been confirmed for the first half of 2026, and the industry is poised for sustained improvement. The firm remains optimistic about the long-

Zhitong FinanceSep 9 10:54

Hot Stock with Two Consecutive Limit-Ups Debunks Rumors: No Investment in Low-Altitude Economy, and AI Large Models Are Not Yet Profitable | Selected Post-Market Announcements

The hot stock with two consecutive limit-ups clarified that it has no projects in the "low-altitude economy" and that its AI business is not currently generating revenue; the chairman of a biopharmaceutical company divorced, split equity holdings, and resigned; the production application for semaglutide developed by a subsidiary of the leading vaccine manufacturer was accepted... Which post-market announcements are worth watching today?

Jin10Sep 8 21:10

RMB 448 Million Spent! Leading Storage Chip Company with RMB 160 Billion Market Cap Executes First Buyback Today | Post-Market Announcement Roundup

Zhongji Innolight: Controlling shareholder Zhongji Holdings releases pledge on 2 million shares

CLSSep 8 20:20

Brain-Computer Interfaces Accelerate: Breakthrough in Class III Medical Device Approvals Intensifies Race for First IPO

① Shanhai Medical has once again obtained a Class III medical device registration, completing a domestically produced closed-loop system spanning both devices and consumables, and securing a

CLSSep 7 07:11