What are the prospects for Hisense's increased investment in the 'Bestie Machine'?

The growth rate slowed, and the average price declined.

wallstreetcnMay 9 11:06

How are Middle Eastern funds increasing their holdings in A-shares? The Abu Dhabi Investment Authority appears among the top ten tradable shareholders of 66 stocks.

① In the first quarter, Middle Eastern sovereign wealth funds appeared in 77 shareholding records among the top ten tradable shareholders of A-share companies, with a total market value of holdings reaching 21.762 billion yuan; ② The Abu Dhabi Investment Authority significantly expanded its holdings, appearing in the top ten shareholders of 66 stocks in the first quarter, and newly entering 49 stocks including Zijin Mining and Luxshare Precision Industry; ③ The Kuwait Investment Authority scaled back its holdings, exiting some previous positions while newly entering individual stocks such as Sailun Tire and Yinlun Shares.

cls.cnMay 8 08:13

Listed companies have been announcing a wave of successful bids, with the power equipment industry continuing to enjoy robust growth.

①According to media reports, with the progress of the State Grid's bidding and tendering work, listed companies in the power equipment industry chain have recently announced a wave of successful bids. ②Orient Securities stated that the State Grid’s RMB four-trillion investment plan for the '15th Five-Year Plan' will be implemented at the beginning of 2026, and the domestic power equipment industry is expected to maintain high growth momentum continuously.

cls.cnMay 8 07:57

JPMorgan: Is Gold Priced at $4,600 Really Expensive?

JPMorgan pointed out that, according to the traditional model (fair value of $1,000-$1,900), gold is significantly overvalued, but this does not mean it is "wrong"—the high premium reflects a rational pricing of geopolitical risks, damaged U.S. dollar credibility, and the failure of the 60/40 portfolio. The real drivers of the rally—the "century rebalancing" of Western pension funds into gold and stagflation trades—have yet to kick in, and $4,600 may be a worthwhile "insurance premium" to pay.

wallstreetcnMay 7 13:48

Giant bets! The next growth area for memory chips: related interface chips may see a surge in demand.

①According to ZDNet, the latest generation standard for server DRAM modules, 'MRDIMM,' has entered the final development stage. ②Caitong Securities pointed out that the core increments of MRDIMM are the MRCD and MDB chips.

cls.cnMay 7 08:05

STAR Market Daily: BeiGene Projects Revenue of up to 45.2 Billion Yuan by 2026; National Integrated Circuit Fund Reduces Stake in Biwin Storage

①SpaceX has proposed to invest 55 billion US dollars to launch the Terafab project in Texas; ②Corning: plans to increase its optical connectivity production capacity in the United States by 10 times; ③The president of Lumentum, a leading player in the US optical module market: orders have been booked through 2028.

cls.cnMay 6 20:55