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

Yuyuan Co., Ltd. (600655): Advancing Business Synergies and Focusing on Efficiency Improvement

In Q1 2026, the company achieved revenue of 9.649 billion yuan (a year-on-year increase of 9.87%) and attributable net profit of 157 million yuan (a year-on-year increase of 202.87%). The company's jewelry business maintains a leading market position, with its sales network continuing to expand.

China Merchants SecuritiesApr 22 21:12

Yuyuan Co., Ltd. (600655): Easing real estate pressures position Greater Yuyuan as a potential new growth engine.

Report Summary: Significant turnaround in Q1 2026 performance, with accelerated property liquidation and industrial restructuring expected in 2025. A potential inflection point in performance is anticipated in 2026. Key investment points: Investment recommendation suggests that the company's non-core operations are projected to show improvements from 2026 to 2028.

Guotai Haitong SecuritiesApr 21 00:00

Yuyuan Co., Ltd. (600655): Multiple Business Segments Flourishing with Focus and Recovery Efforts Underway

SHANGHAI Watch showcased its charm as a trendy domestic brand at the Hainan Consumer Products Expo. From April 13 to 18, the 6th China International Consumer Products Expo was held in Haikou, where SHANGHAI Watch appeared at the Shanghai Pavilion, echoing the theme of "

Caitong SecuritiesApr 20 00:00

Yuyuan Co., Ltd. (600655): Jewelry business sees same-store recovery, non-GAAP net profit turns positive from negative

On April 16, 2026, the company disclosed its Q1 2026 report, achieving a revenue of 9.65 billion yuan in Q1 2026, representing a year-on-year increase of 9.9%; net profit attributable to parent company reached 160 million yuan, marking a year-on-year growth of 20%.

Guojin SecuritiesApr 17 09:37

Yuyuan Co., Ltd. (600655): High profit growth in Q1 2026, with proactive transformation and upgrading in the jewelry and fashion business.

The company's Q1 2026 net profit attributable to shareholders increased by 202.9% year-over-year. The company released its Q1 report: Revenue reached 9.649 billion yuan in Q1 2026 (a year-over-year increase of 9.9%, hereinafter the same), with a net profit attributable to shareholders of 157 million yuan (+2).

Open Source SecuritiesApr 17 00:00