This company signs a major computing power service contract with a maximum value of 19 billion yuan | Post-market announcement highlights
Jinli Huadian: Plans to purchase equity in Zhongke Xiguang; trading suspension begins on May 6.
Replacing Zhongji Xuchuang, CATL regains its position as the top holding in actively managed funds.
① Hygon, a leading domestic computing power company, entered the top ten holdings of public funds in the first quarter; ② CATL replaced Zhongji Xuchuang to become the top holding of actively managed funds again; ③ The list of the top ten stocks increased by public funds shows a 'dual-track' feature of traditional cyclical industries and technology communication; ④ The direction of reduction is highly concentrated, with non-ferrous metals and major financial sectors becoming the primary areas for profit-taking.
Warnings of continuously rising oil prices have emerged, but why has the U.S. stock market remained unfazed?
Oil prices have experienced significant volatility due to the situation in Iran, yet US equities have defied the trend by reaching new record highs—this rare 'decoupling' phenomenon is underpinned by a strong earnings season and option structures that have created a 'paper prosperity.' However, market breadth has narrowed to its lowest level since the dot-com bubble, with the VIX climbing back above 20. The entire rally is based on the single assumption that 'conflicts will eventually be resolved.' Should a ceasefire collapse, this sandcastle will crumble.
JPMorgan warned: If the Strait of Hormuz does not fully resume operations until July, oil prices could soar to $120.
①JPMorgan recently stated that if shipping through the Strait of Hormuz does not fully resume until July, international oil prices may retest the peak level of nearly $120 per barrel seen during this round of U.S.-Iran tensions. ②The bank noted that current market pricing reflects expectations for a swift recovery in shipping through the Strait of Hormuz: traffic is expected to return to half of normal levels by May and fully recover by June.
Breaking! A multi-billion-dollar memory chip stock signs a $1.5 billion memory wafer procurement contract | Post-market announcement highlights
Fibocom Wireless: Planning to Acquire Control of Hangsheng Electronics, Expected to Constitute a Major Asset Restructuring
Storage chip giant splurges $1.5 billion on long-term supply assurance contracts! | Post-market announcement highlights
A leading storage chip company has spent $1.5 billion on long-term supply assurance contracts, while a top PCB enterprise achieved nearly a 50% increase in annual net profit; a major communications company's cloud business market share rose to second place domestically... What announcements are worth noting after today's market close?