No business relationship with NVIDIA whatsoever! A 33 billion yuan fiber-optic concept stock releases clarification announcement | Post-market announcements summary

China Jushi: Plans to invest 4.431 billion yuan in building a production line project for 50,000 tons of electronic yarn and 320 million meters of electronic cloth annually

cls.cnMay 13 20:42

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

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

Zoomlion: Overseas revenue approaches 60% in Q1, Hungarian plant commences official operations | Quick Read Announcement

①Zoomlion's Q1 revenue increased by 6.89% year-on-year; net profit attributable to shareholders decreased by 31.14% year-on-year, primarily due to the impact of two non-operating items: foreign exchange losses and land disposal; ②In the first quarter of this year, the company achieved overseas revenue of RMB 7.39 billion, representing a year-on-year increase of 12.52%, with overseas revenue accounting for 57.06% of total revenue.

cls.cnApr 28 22:01

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.

wallstreetcnApr 23 14:27

The first quarterly report after the prominent social media influencer turned fund manager shows that the fund size surged from 2 million to 1.4 billion. However, despite the growth in scale, has performance failed to keep up?

① After Jia Zhi assumed office on March 5, the scale of Green Emerging Industries Fund rapidly increased from RMB 2.4631 million to RMB 1.403 billion, with the majority of new shares coming from Class C; ② The fund's quarterly report shows that the top ten heavily weighted stocks underwent significant changes compared to the end of last year, with the portfolio shifting towards sectors such as non-ferrous metals, defense, shipping, electric power construction, and energy; ③ Despite the rapid expansion in scale, the product’s performance has yet to strengthen in tandem, with the net value of Share Class A declining by 2.85% in the first quarter.

cls.cnApr 23 12:52