Yushujing Technology (688836.SH) IPO Heat and the Noise: The Dark Pool Trading Rumors Are Groundless, and the Risks Behind Should Not Be Underestimated.

Regarding the recent situation of Yushu Technology involving "dark trading," reporters have verified this with several investment institutions, private equity firms, and wealth management departments of brokerage firms. All parties reported that "they have not heard about it, and it basically does not exist."

20 m ago

DAMAI ENT (01060) launches the "Good Luck Continuous" brand's plan for eight stores in six cities.

On August 16, DMG Entertainment (01060) made a new move in its reality entertainment strategy, as its trendy toy brand "LUCKY LOOP" launched a plan for eight stores across six cities.

1 h ago

Three senior professionals joined the independent director lineup, and FU SHOU YUAN (01448) has a clearer path to resumption.

The resume of the new independent director adds weight to this appointment.

1 h ago

In the first seven months, state-owned enterprises in Hunan exported 800 million yuan worth of rail transit equipment, a year-on-year increase of 58.7%.

In the first seven months, Hunan state-owned enterprises exported 800 million yuan worth of rail transit equipment, an increase of 58.7%, accounting for 82.9%.

1 h ago

NVIDIA Corporation (NVDA.US) plans to invest $3 billion to enter the SB Energy market: from selling chips to securing the "power-park-computing" chain with OpenAI.

Analysts point out that Nvidia may be able to intervene early in a crucial aspect that determines whether GPU orders can be fulfilled by investing in the data center developers serving OpenAI.

1 h ago

Super El Nio is about to strike. JP Morgan warns: a global food crisis may erupt next year.

J.P. Morgan recently warned that the next round of the global food crisis may be brewing and could erupt next year.

3 h ago

Control of the Strait: "Each has its own say": Trump declares to "take" Hormuz, while Iran states it has reached an agreement with Oman on a passage plan.

Iran has announced that it has reached an agreement with Oman on a new shipping route in the Strait of Hormuz, but the foreign minister made it clear that this is a separate matter from the reopening of the strait, which will depend on whether the United States can meet the conditions.

3 h ago

Hong Hao: China's AI market has entered the second phase, and high-quality companies are performing better.

On August 13, renowned economist Hong Hao shared his insights on the future AI market during an interview.

5 h ago

Guosen Xun Yugen: What new narratives have emerged as this round of the bull market enters its third stage?

The bull market that began on September 24, 2024, has entered its third phase. A new round of increases following market adjustments often brings about new narratives.

6 h ago

Hong Kong Property: Over 20 million Hong Kong dollars in second-hand residential transactions recorded 1,314 deals in the first seven months of Hong Kong, setting a new high for the same period in five years.

In the segment of over 20 million Hong Kong dollars, 1,314 second-hand residential properties were registered, marking an increase of approximately 81% compared to 726 registrations during the same period last year. The year-on-year increase significantly outperformed the market, reaching a five-year high for the same period.

6 h ago

CITIC SEC: It is expected that in the second half of the year, opportunities in the home appliance industry will come more from industrial trends and the enterprises' own adjustment capabilities. We are optimistic about three main lines.

In the first half of 2026, the demand for my country's home appliance industry fluctuated overall. Domestic sales were affected by high baselines and weather, while external sales experienced increased differentiation due to external disturbances such as costs and exchange rates. It is expected that the performance of leading companies will remain resilient in Q2 and the first half of the year.

7 h ago

Optimal "AI Bubble Trading": Going Long on Both "Pride" and "Prejudice"

The optimal investment strategy in the current AI bubble environment is to simultaneously go long on "arrogance" (leading AI technology companies) and "bias" (overlooked distressed assets) to capture the dual-sided returns during the final peak stage of nominal GDP bubble.

18 h ago

CITIC SEC: Can the pressure from the midterm elections still trigger a "TACO"?

The process of the 2026 midterm elections is more than halfway through, and the primary strategies of both parties are gradually becoming clear. Analyzing state by state, the most likely outcome is that the Democratic Party will take the House of Representatives while the Republican Party will hold onto the Senate.

18 h ago

Broadcom Inc. (AVGO.US) fell 6% overnight: The next hurdle for AI is the cost of financing.

The real risk in the market is not a subprime-style collapse the residual value of AI chips is still on the rise, but the increasing cost of financing is quietly eroding the profit margins of the entire industry chain. This is a valuation compression, not an end of the cycle.

19 h ago

NVIDIA Corporation (NVDA.US) has reduced its guarantee scale for OpenAI data centers by more than 50%.

NVIDIA (NVDA.US) has adjusted its support plan for OpenAI's 10GW data center project in Ohio, USA.

20 h ago

AI version of financial innovation: The seller's guarantee model behind the sharp decline of Broadcom Inc. (AVGO.US)

Affected by the market re-pricing due to the credit risk arising from "seller guarantees," Broadcom's stock price has significantly plunged.

21 h ago

"The 'AI Stock God' blew up, dragging down Jane Street with a massive loss of 15 billion in July, marking the first monthly loss in a decade!"

One of the most mysterious and also the most profitable proprietary trading giants on Wall Street, Jane Street, is paying a rare price for an unexpected AI investment storm.

21 h ago

Bank of America names the midterm elections as the "AI Make-or-Break Situation": If the Republicans hold two key positions, there could be further gains ahead.

The strategy team at Bank of America stated that the artificial intelligence-related stocks, which recently experienced significant volatility, will next face the challenge of the U.S. midterm elections.

22 h ago

$60 billion tech acquisition finalized, Musk officially enters the "Vibe Coding" battlefield.

SpaceX (SPCX.US) has completed the acquisition of the artificial intelligence programming startup Cursor, marking an important step for Elon Musk in catching up with competitors like Anthropic and OpenAI.

22 h ago

"AI Version of Financial Innovation": NVIDIA Corporation's "$500 Billion Grand Calculation"

NVIDIA (NVDA.US) is reshaping its business boundaries in an unprecedented waytransforming from a chip manufacturer to an AI infrastructure "financial partner." At the core of this transformation is a new cloud service revenue-sharing model based on the logic of "bottom-line guarantees in exchange for profit sharing."

23 h ago

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