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
CSC Financial's mid-term strategy conference highlights its viewpoints: clearly defining four core investment themes - technology, energy, consumption, and security.
① From May 12 to 14, China Securities JianTou (CSC Financial) hosted the 2026 Mid-Year Capital Markets Investment Summit & Future Industries and Equity Investment Forum in Shanghai, during which the Future Industries and Policy Research Institute was officially inaugurated; ② Multiple experts and analysts at the summit expressed views that China’s economy is poised for long-term growth, with the Renminbi assets offering long-term opportunities. The A-share market is expected to continue its structural slow bull trend in the second half of the year, with a focus on key themes such as AI and energy.
Market value surpasses HKD 600 billion for the first time! Montage Technology becomes the new leader in Hong Kong's semiconductor sector.
①With the closing of A/H shares today, Montage Technology hit a new high in its stock price and market capitalization. Its Hong Kong market capitalization reached HKD 612.322 billion, surpassing SMIC, to become the new leader in the Hong Kong semiconductor sector; ②Montage Technology has become one of the few technology stocks with an inverted A/H premium, meaning that its Hong Kong valuation is 67.9% higher than its A-share valuation, reflecting international capital's optimism and high expectations for Chinese technology stocks.
In response to shifting deposits, several leading banks are intensifying their 'stringent selection' processes. What new strategies will another major bank adopt upon joining the list?
① Similar to China Merchants Bank's actions, ICBC launched its fund sales service brand 'Gongying Research Selection,' while CCB introduced its carefully curated fund brand 'Longying FOF'; ② Each bank’s carefully selected fund brand adopts different strategies, but all have moved away from the traditional 'shelf consignment' model, instead building competitive advantages through research and investment capabilities.
As gold prices retreat, major banks have begun to lower the risk rating for accumulated gold investments.
On May 12, ICBC announced that one week later (May 19), the product risk level of the Ruyi Gold Accumulation business would be downgraded from R3 (medium risk) to R2...
Power semiconductors see a wave of price hikes! AI data centers emerge as the primary driver, with industry insiders predicting that supply-demand tensions will persist in the short term.
①Power semiconductor manufacturers at home and abroad have issued price increase notices intensively, with a general increase of 10% to 25%; ②The surge in demand for AI data centers is squeezing the capacity of 8-inch mature process nodes, and TrendForce predicts that the supply-demand tension will persist for 6 to 12 months; ③NVIDIA's 800V high-voltage DC architecture has driven new demand for silicon carbide and gallium nitride. Domestic manufacturers are already capable of applying these technologies in the AI field, and companies both domestically and internationally are expanding production capacity intensively.