BK1348 Valuation System With Chinese Characteristics-State Owned Enterprise
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ANZ Bank: Supply risk escalation, aluminum's performance will be better than other cheap metals.
On Friday, ANZ Bank stated that the performance of the aluminum market is expected to be better than other non-precious metals, as the ongoing supply issues caused by the increased geopolitical risks in major producing countries such as Russia will continue to support the aluminum market, while demand has shown signs of improvement.
Another R&D project has been canceled. Will sh pharma's R&D funding of 115 million yuan be wasted? | Quick read announcement
Tonight, sh pharma announced that it has decided to terminate clinical trials and subsequent development of four research and development projects involving indications such as B-cell non-Hodgkin's lymphoma and multiple sclerosis. The accumulated research and development investment in the early stage has reached 115 million yuan. Industry experts believe that factors such as effectiveness not meeting expectations, better effects of similar competing products, and increased uncertain factors in research and development may cause the company to terminate its in-research projects.
Will the gold bulls be able to make a strong push as the non-farm payroll impact explodes tonight?
The market may shift its focus from inflation to the labor market. Will tonight's data reignite expectations of a Fed rate cut in July? The path of least resistance for gold resistance may still be upwards!
Bank of communications announced that it will concentrate on cleaning up this type of debit card. What is the situation? Industry insiders: upgrading and replacing to save costs.
On June 7, Bank of Communications announced on its official website that in order to further improve its account services, it will concentrate on clearing unit debit cards, and existing accounts will be transferred for balance and cancelled. Customers who have further card needs can apply for a unit settlement card at the Bank of Communications branch. Industry insiders believe that this move can be seen as clearing some bank businesses that already have better alternatives and is conducive to cost savings.
A heavyweight news "ambush" before non-farm payrolls! The gold price dropped by $20 in a short period of time.
China's central bank's gold reserves ended 18 consecutive increases, scaring off gold bulls! Will the future of gold prices face a major upheaval?
Hong Kong Market Speed Watch | The three major indices all fell, with the technology index falling nearly 2%; network technology and photovoltaic power stocks declined, Bilibili fell more than 4%, and Xinyi Solar fell nearly 6%.
Wind power stocks are rising, Datang Renew is up over 7%, China Longyuan is up over 5%; Apple suppliers are mostly down, Cowell is down nearly 9%, BYD Electronic is down over 5%.
Viewpoint | Once the short-term disturbance of oil prices exceeds its limits, the market will undergo self-adjustment.
CNOOC's cost control ability is one level better than its US counterparts, even if the oil price falls to 65 or even 60, it can still steadily gain profits.
Hong Kong stock market noon review | Hong Kong's three major indices fell back, the technology index fell more than 1%; automobile stocks weakened, NIO Inc fell more than 7% after its results.
Wind power stocks rose, with Datang Renew up nearly 7%, China Longyuan up over 5%; golden industrial concept rose, with Lingbao Gold up nearly 5%, Zhaojin Mining up over 2%.
Midday Overview | Hong Kong stocks opened high and fell low, ChiNext fell more than 1%; wind power stocks rose against the trend, Datang Renewables rose more than 5%.
NIO Inc. fell more than 7% after the earnings report, with an expanded loss in the first quarter and a decrease in the average price and delivery volume of autos.
Will aluminum prices be under pressure? A wave of scrap aluminum is coming! Future refining annual production capacity may increase by 22 million tons.
As the metal recycling industry faces greater decarbonization pressures, recycled metal will drive a wave of large-scale aluminum that will soon impact global markets.
Opinion | Real estate heats up, and the key is effective demand in first-tier cities.
China Securities Co., Ltd. believes that the key issue behind the high inventory of first-tier real estate is the lack of effective demand, and only the potential demand with real purchasing power is effective demand.
UBS: The fall in international oil prices is only temporary, and prices will rise again in the next few months.
JPMorgan analysts believe that the recent decline in international oil prices is only temporary, and oil prices will rise again in the coming months as demand increases.
Futu Morning Post | European Central Bank lowered interest rates as scheduled by 25 basis points; Gamestop rose more than 30% in after-hours trading.
According to Goldman Sachs, the US stock market will continue to rise in the second half of the year, but there should be "moderate expectations" for the remaining time of the year's ROI; while for Morgan Stanley, the recent drop in international oil prices is only temporary, and it is expected to rise again in the coming months.
OPEC+ ministers all refute the bearish theory: the market will soon see the reality!
Saudi Arabia's energy minister, who likes to raid short, said: The market will soon realize that OPEC+ has done the "right thing"!
Photovoltaic leading companies are deeply affected by the production suspension crisis. Under the pressure of tariff increases, what is the future of their overseas business? | In-depth analysis.
Southeast Asian photovoltaic manufacturers are deeply involved in the production suspension storm.
CSI commodity equity index giant, Tokyo: The soaring copper prices can no longer be explained by fundamental factors.
Tok is always one of the most outspoken bulls in the market; due to the reduction in output of the smelter, the company still expects the market to tighten in the future.
Continuing to ignore the price limit, Russia's oil revenue in May increased by nearly 50% year-on-year!
However, Russia also acknowledges that the surge in oil prices has ended and has lowered its annual revenue expectations for oil & gas this year.
Hong Kong stock market quick review | Three major indices fluctuated and closed up, with apple supplier stocks rising, AAC Tech up more than 7%, mainland real estate stocks falling, Sunac down more than 12%.
There are divergent trends in network technology stocks, with Netease rising over 3% and JD.com falling nearly 2%; Coal industry concepts are on the rise, with China Coal Energy up nearly 4% and China Shenhua Energy up over 3%.
Due to the shortage of computing power in large-scale model analysis, bj properties is constructing a digital economic computing center.
Academician Zheng Weimin of China Engineering Academy had made such a calculation before. During the large-scale model training process, 70% of the expenses are spent on computing power, and 95% of the costs are also spent on computing power during the inference process. Since this year, several large model manufacturers have completed architecture upgrades and released large models based on MoE architecture. From test data, the performance of large models under the new architecture has been significantly improved.
Is the oil market under the shadow of OPEC+ for the next two years? Deutsche Bank slashes oil price forecast.
Deutsche Bank pointed out that the uncertainty caused by OPEC+ is unprecedented since the epidemic, but in the short term, the oil market's sell-off has been excessive, and tactical long positions still have opportunities.