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

Southern Mining Group: First Quarter Report for 2026

SZSIApr 24 00:00 · Announcements

Southern Mining Group: 2025 Annual Report

SZSIApr 24 00:00 · Announcements

Southern Mining Group: Summary of the 2025 Annual Report

SZSIApr 24 00:00 · Announcements

Zhitong A-Share Restricted Stock Unlocking Overview | April 10

According to Zhitong Finance, a total of 12 listed companies had their restricted shares unlocked on April 10, with a total market value of approximately RMB 64.151 billion. The specific details of the unlocked restricted shares for today are as follows: Stock Abbreviation Stock Code Type of Restricted Shares Number of Unlocked Shares Zhongcai International 600970 Equity Incentive Restricted Tradable Shares 3.2364 million Tubaby 002043 Additional Issuance of A-shares Original Shareholder Allotment Listing 71.4286 million Dengkang Oral Care 001328 Pre-IPO Restricted Tradable Shares 116 million CITIC Metals 601061 Pre-IPO Restricted Tradable Shares 4.399 billion Shaanxi Energy 001286 Pre-IPO Restricted Tradable Shares 300 million.

Zhitong FinanceApr 10 09:00

Which industries and individual stocks are being more frequently researched by billion-yuan private equity firms such as Gaoyi and Freshwater Springs?

①In February, 383 private equity firms conducted 704 research activities, with large-scale institutions showing strong participation; ②Research focused on sectors such as power equipment, machinery, computers, electronics, and pharmaceuticals and biotechnology; ③Large private equity firms were actively engaged in frequent visits to high-performing industry tracks.

cls.cnMar 3 19:04