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

Chuanneng Power Q1 revenue and net profit increase due to rising volume and prices in lithium battery business | Earnings report analysis

① Against the backdrop of rising volumes and prices in the lithium battery business, Chuan Neng Dynamics achieved growth in both revenue and net profit attributable to shareholders in Q1; ② The company's stock has performed strongly this year, with a cumulative increase of 65.23% from the beginning of the year to date.

cls.cnApr 29 21:53

The upcoming Hydrogen Energy and Fuel Cell Conference is driving accelerated development across the industry chain, with these stocks frequently attracting institutional research.

The 10th International Hydrogen Energy and Fuel Cell Vehicle Conference will be held in Jiangsu from June 10 to 12.

cls.cnApr 29 17:46

STAR Market Daily: Jinhong Gas has established cooperation with multiple subsidiaries of Changfei Fiber Optic, and Huasugao Technology plans to raise no more than 3.91 billion yuan through a private placement.

① Cambrian Period: The 2025 annual equity distribution proposes a dividend of 15 yuan per 10 shares and a capital increase of 4.9 shares per 10 shares; ② GoodWe Q1 net profit increased by 84% quarter-on-quarter, with significant growth in overseas inverter and energy storage battery sales and gross profit; ③ Unicomp Technology plans to acquire 100% equity of Shanghai Philai Testing Technology Co., Ltd.

cls.cnApr 28 21:15

Net profit increased nearly 40% year-over-year! A leading PCB company with a market value of 300 billion released its Q1 earnings report | Post-market announcement highlights

Foxconn Industrial Internet: First-quarter net profit increased by 103% year-on-year, and the CPO all-optical switch prototype has started shipping.

cls.cnApr 28 20:45

The lithium battery industry experienced both volume and price increases in Q1, with Tianqi Lithium's net profit surging nearly 17-fold. Six bond-issuing entities have outstanding bonds exceeding 8.4 billion yuan | Bond Market Earnings Report Analysis

①As of April 28, 172 industrial bond issuers had disclosed their Q1 2026 financial reports, including six lithium mining-related issuers. Tianqi Lithium and Dazhong Mining were the first to disclose their Q1 reports. ②The lithium mining sector remains one of the few high-quality tracks that combines earnings certainty with a low valuation advantage. Coupled with the continuous rise in lithium carbonate prices driven by supply and demand dynamics, market expectations suggest that the sector's Q2 performance is likely to improve further.

cls.cnApr 28 13:49