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Hot A‑Share Stocks Clarify Physical AI, Robotics, Aerospace, and Duty‑Free Themes Amid Frenzied Trading
U.S. AI Trading Frenzy Collapses as Jobs Data Fuels Fed Hike Fears
Goldman Sachs Warns of AI‑Driven Market Heat, But Bubble Indicators Still Below Historical Extremes
Tech Growth Seen as Core Driver Despite A‑Share Volatility
Global Shifts and Domestic Adjustments Define A‑Share Outlook as Institutions Stress Tech Themes
Hot A‑Share Stocks Clarify Physical AI, Robotics, Aerospace, and Duty‑Free Themes Amid Frenzied Trading
U.S. AI Trading Frenzy Collapses as Jobs Data Fuels Fed Hike Fears
Goldman Sachs Warns of AI‑Driven Market Heat, But Bubble Indicators Still Below Historical Extremes
Tech Growth Seen as Core Driver Despite A‑Share Volatility
Global Shifts and Domestic Adjustments Define A‑Share Outlook as Institutions Stress Tech Themes
US Stock Market Move | First Carolina Financial Service (FCBM.US) debuts in the US stock market with an opening price surge of over 4%.
First Carolina Financial Service entered the US stock market, with the opening price rising more than 4%, reaching $13.
57 m ago
The hawkish stance of the Federal Reserve boosts bullish confidence, and the US dollar strengthens for the second consecutive trading day.
After the Federal Reserve released a clear hawkish signal, the dollar strengthened for a second consecutive trading day and further approached the phase high reached at the end of March.
1 h ago
US Stock Market Move | "The 'American Retail Investors Headquarters' Robinhood (HOOD.US) rose nearly 4%, with a cumulative increase of 56% since April."
On Thursday, "American retail investor headquarters" Robinhood (HOOD.US) once again surged by nearly 4% in the intraday session, with a cumulative increase of 56% since April, now trading at $108.44.
1 h ago
Challenge NVIDIA Corporation's dominance! Amazon.com, Inc. (AMZN.US) plans to sell self-developed AI chips to external data centers, causing the stock price to rise by over 2%.
Amazon is considering selling its self-developed artificial intelligence chips to data centers of other companies, signaling an important step the company is taking in challenging Nvidia's dominant position in the AI chip market.
1 h ago
A-share evening hotspots | Eight departments deploy! AI+ consumption welcomes heavy positive news, institutions sort out beneficiary directions.
On June 18th, the Ministry of Commerce and seven other departments released the "Implementation Opinions on Accelerating the Development of "Artificial Intelligence + Consumption".
1 h ago
US Stock Market Move | Oil stocks fall, Apache Corporation (APA.US) falls more than 3%.
On Thursday, oil stocks fell across the board.
1 h ago
US Stock Market Move | Nuclear energy company Deep Fission (FISN.US) received a warm welcome on its first day of trading, with its stock price triggering a circuit breaker at one point.
Deep Fission debuts on the US stock market, with the stock price rising after opening. It reaches a high of $18.8 and briefly triggers a circuit breaker.
2 h ago
US Stock Market Move | Take-Two Interactive Software (TTWO.US) surges nearly 5%, "Grand Theft Auto VI" preorder is about to open.
On Thursday, Take-Two Interactive Software (TTWO.US) opened higher, with a peak increase of nearly 5% during trading hours.
2 h ago
US Stock Market Move | Concept stocks related to optical communication are generally up. Marvell Technology, Inc. (MRVL.US) rose more than 9%.
On Thursday, the concept stocks of optical communications surged.
2 h ago
US Stock Market Move | "Reached a solid-state battery technology cooperation agreement with Honda, QuantumScape (QS.US) rose more than 6%."
On Thursday, QuantumScape (QS.US) opened with a sharp increase of over 13%, but as of the time of writing, the gain narrowed to 6%, trading at $7.33 per share.
2 h ago
US Stock Market Move | Successive winning of large long-term contracts, Bloom Energy (BE.US) surged over 8.8%.
As of the time of submission, the stock has risen more than 8.8%, reaching $310.236.
2 h ago
US Stock Market Move | Accenture Plc Class A's performance guidance falls below expectations leading to a crash in IT service stocks. IBM (IBM.US) drops by more than 6%.
On Thursday, IBM (IBM.US) continued to fall at the opening, down 6.33% at the time of writing.
2 h ago
US Stock Market Move | Space concept stocks took a hit, AST SpaceMobile (ASTS.US) dropped more than 9%.
On Thursday, the space industry concept suffered a universal decline.
2 h ago
US Stock Market Move | Q4 revenue guidance lower than expected, Accenture Plc Class A (ACN.US) opens trading with a sharp drop of over 17%.
On Thursday, Accenture (ACN.US) opened with a sharp drop of over 17%, marking its largest single-day decline in history and a decrease of over 50% for the year.
3 h ago
Apple Inc. ignites "domestic chip outsourcing" deal! Intel Corporation (INTC.US) rises from abandoning AI to becoming a "national-level computing power base"
With the explosion of CPU demand in the era of AI reasoning, coupled with the Trump administration's semiconductor reshoring policy and the increasingly strong chip demand from big clients such as Apple and Nvidia, Intel has once again embarked on a new round of AI super bullish trajectory driven by "chip foundry + data center CPU."
3 h ago
US Stock Market Move | Storage concept stocks are performing strongly. Western Digital Corporation (WDC.US) surged by nearly 10%.
On Thursday, the storage concept stocks in the US were strong, with Western Digital (WDC.US) soaring nearly 10%.
3 h ago
New Stock News | Shenzhen Transsion Holdings Co., Ltd. (688036.SH) submits second listing application to Hong Kong Stock Exchange.
According to the disclosure by the Hong Kong Stock Exchange on June 18th, Shenzhen Transsion Holdings Co., Ltd. (referred to as Transsion Holdings (688036.SH)) has submitted an application to the main board of the Hong Kong Stock Exchange, with CITIC Securities as its exclusive sponsor.
3 h ago
New Stock News | Figures Show that Hong Kong Stock Exchange is Ranked Third in the Chinese Enterprise-Level Large Model Commercial Growth Market
According to the Hong Kong Stock Exchange disclosed on June 18, Stories Numbers Company Limited (referred to as: Stories Numbers) submitted its application to the Main Board of the Hong Kong Stock Exchange, with CITIC Securities International as its sole sponsor.
3 h ago
US Stock Market Move | SpaceX(SPCX.US) opened with a drop of more than 5%, falling a total of 10% over the last two days.
On Thursday, SpaceX (SPCX.US) quickly weakened after opening and dropped more than 5%, with a cumulative drop of 10% in two days. Prior to this, it had risen more than 40% in the first four trading days after its initial public offering.
3 h ago
Goldman Sachs Interprets Powell's "Hawkish Debut": Two-year US Treasury bond volatility may soar again, long end welcomes a calm window
Goldman Sachs pointed out that after Kevin Warsh's first policy meeting as Chair of the Federal Reserve, his remarks are likely to exacerbate the volatility of short-term US Treasury bonds, but at the same time, they could help stabilize the price fluctuations of long-term bonds.
3 h ago
Bank of France releases global allocation strategy: bullish on Chinese assets and US industrial stocks, shifting towards value and commodities.
Orient Securities' Global Allocation Strategy: Betting on Central Bank "Action Lag", Infrastructure and AI Capital Expenditure, suggesting to long value stocks.
3 h ago
US Stock Market Move | Intel Corporation's (INTC.US) stock soared more than 10% at the opening bell as they announced a collaboration with Apple Inc. to produce chips in the United States.
On Thursday, Intel (INTC.US) opened significantly higher by over 10%. Since the beginning of April, the stock has risen noticeably, with a increase of over 200%.
3 h ago
The Trump administration splurged $725 million to support the rare earth processing industry, causing Energy Fuels(UUUU.US)to rise more than 10%.
The Trump administration has announced that it has signed a conditional loan commitment worth $725 million aimed at expanding Energy Fuels' rare earth processing business domestically.
3 h ago
US stocks at the opening: Philadelphia Semiconductor Index up 4.6%
Semiconductor stocks rose, with Micron Technology up about 6% and AMD up about 4%. The optoelectronics sector rose, with Lumentum Holdings up about 5%. SpaceX fell about 2%, after dropping nearly 5% in the previous trading day.
Latest news
3 h ago
US stocks open: the three major stock indexes rise together.
The Dow rose 0.85%, the S&P 500 rose 1.20%, and the Nasdaq rose 1.50%. Western Digital rose 8.85%, Intel rose 8.81%, Arm Holdings rose 6.61%, and Seagate rose 6.56%. Among the "Seven Sisters": Nvidia rose 1.46%, Meta Platforms rose 1.31%, Apple rose 1.14%, Amazon rose 0.95%, Google rose 0.84%, Tesla rose 0.36%, and Microsoft rose 0.10%.
Latest news
3 h ago
Employment data reveals mixed feelings: the number of initial jobless claims in the United States has slightly decreased, but the duration of unemployment has reached a new high in over four years.
Last week, the number of initial claims for unemployment benefits in the United States fell slightly, indicating that the labor market continues to show resilience in a low layoff environment. However, the increase in continued claims for unemployment benefits and the lengthening of unemployment duration also reveal growing concerns about the difficulty of reemployment.
3 h ago
New stock news | Numbers tell the story, delivering the table of the Hong Kong Stock Exchange.
According to the disclosure by the Hong Kong Stock Exchange on June 18, Data Story Artificial Intelligence Technology Co., Ltd. has submitted an application to the Main Board of the Hong Kong Stock Exchange, with CICC International acting as its sole sponsor.
3 h ago
"AI disrupts everything" sweeps through IT consulting and outsourcing! Accenture Plc Class A(ACN.US) performance outlook lower than expected, traditional "time and material billing" severely impacted.
Customers are beginning to reevaluate which systems integration, code migration, process outsourcing, testing, operations maintenance, and low-end consulting work can be automated by AI agents, Claude/Codex-like tools, enterprise internal platforms, or vertical AI software, thereby significantly reducing the long-term premium of traditional IT service and consulting giants such as Accenture's man-day billing model.
4 h ago
Kroger Co. (KR.US) Q1 financial report is a mixed bag: revenue supported by essential grocery sales, but profits are eroded by aggressive price cuts and cost pressures.
The largest chain supermarket operator in the United States, Kroger, handed in a mixed report card in the latest financial quarter.
4 h ago
Pre-market soared more than 17%! Rumble (RUM.US) completes integration with Northern Data and increases investment in AI computing power infrastructure.
Rumble (RUM.US) indicates that after completing the acquisition of Northern Data, the company has rebranded its corporate structure, renaming its cloud and AI infrastructure business to Quake AI.
4 h ago
Selected A-share Announcements | China Petroleum & Chemical Corporation (600028.SH) to Buy Back Nearly 12 Million Shares for the First Time Suzhou QingYue Optoelectronics Technology (688496.SH) to Be Delisted by the Shanghai Stock Exchange.
China Nuclear Construction announced that the company released a brief summary of its operations from January to May 2026, during which it achieved new signed contracts of 29.85 billion yuan and operating income of 34.516 billion yuan.
4 h ago
Cyberspace Administration of China: Starting today, we will carry out a special three-month campaign to clean up and rectify account name information chaos.
According to the overall arrangement of the "Clean and Clear" special action in 2026, the Cyberspace Administration of China has decided to launch a special action called "Clean and Clear: Rectifying the Chaos of Account Names Information" for a period of 3 months starting from today.
4 h ago
Preview of US Stock Market | Three major stock index futures rose together, the largest "quadruple witching day" in history is coming tonight.
On June 18th (Thursday) before the U.S. stock market opened, futures for the three major U.S. stock indexes all rose.
4 h ago
NVIDIA Corporation (NVDA.US) tops the data center Ethernet ranking, revealing investment insights: the frenzy of computing power is far from over, and GPUs no longer dominate the AI bull market.
Nvidia tops the data center Ethernet switch market, proving that the "computing power demand frenzy" has expanded from AI GPU and AI ASIC/TPU computing power clusters to include HBM, advanced packaging systems, high-performance Ethernet networks, optical interconnect systems, DPUs, data center cables, ABF/glass substrates, switching chips, and even gas turbines, power management systems, and the entire AI computing power chain.
4 h ago
The Bank of England maintains interest rates at 3.75%: Two hawkish officials advocate for a rate hike, while Governor Bailey describes the current "wait-and-see" approach as tightening.
The Bank of England kept interest rates unchanged at 3.75% and stated that the recent drop in oil prices is "encouraging".
5 h ago
Morgan Stanley: China's AI ecosystem has the potential to create trillions of dollars in incremental market value.
In the three areas of energy, energy transition, and national defense, China's opportunity conglomerate actually happens to fulfill all these investment needs. The bank's macro research analyst believes that annual spending in these three areas will increase from the current approximately $11 trillion to $16 trillion.
5 h ago
Chip stocks are soaring, but JP Morgan has thrown cold water on it: a "stampede-style selling triggered by volatility" may be imminent.
J.P. Morgan's strategy team recently issued a warning that the sharp fluctuations in semiconductor stocks are forcing some investors to reduce their positions, and the risk of a "violent shakeout" in the market is increasing.
5 h ago
HBM4E delivery battle begins! SK Hynix follows Samsung's shipment pace, delivering 12-layer HBM4E samples.
SK Hynix announced on Thursday that it has delivered samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, to its major global customers.
5 h ago
Uxin Ltd. Sponsored ADR (UXIN.US) CEO Dai Kun plans to increase holdings by $5 million, firmly optimistic about the long-term value of the company.
Chinese leading used car retailer Uxin (UXIN.US) announced that the company's founder, chairman and CEO, Kun Dai, plans to increase his holdings of the company's stock in the secondary market with personal funds within 12 months starting from June 25, 2026, with the total amount not exceeding $5 million.
5 h ago
Memorandum of Understanding states that the deadline for the signing of the agreement between Imei can be extended by mutual agreement.
Latest news
6 h ago
Promote the interconnection and mutual recognition of distributed digital identities - State Internet Information Office publicly solicits opinions.
Encourage users to support the use of distributed digital identities on terminal devices, and encourage platform providers in various application scenarios to carry out login authentication based on distributed digital identities to simplify business processes.
6 h ago
New Stock News | Mengteng Intelligent Driving Hong Kong Stock IPO Approved by China Securities Regulatory Commission
On June 18, the International Cooperation Department of the China Securities Regulatory Commission issued the "Notice on the Overseas Issuance and Listing Filing of MOMENTA GLOBAL LIMITED."
6 h ago
Hong Kong Monetary Authority: As of the end of the first quarter, the total number of credit cards in circulation in the market was 29.18 million, a 7% increase compared to the previous period.
Hong Kong Monetary Authority today released the statistical data on payment cards issued in Hong Kong in the first quarter of 2026.
6 h ago
New Stock News | Yishiwei's calculation of Hong Kong IPO and "full circulation" of domestically unlisted shares have been approved by the China Securities Regulatory Commission.
On June 18, the International Cooperation Department of the China Securities Regulatory Commission issued the "Filing Notice for the Overseas Issuance and Listing of Unlisted Shares in the Mainland" for Beijing Yisiwei Computational Technology Co., Ltd. Yisiwei Compute plans to issue no more than 2,465,240,000 shares of ordinary stock for overseas listing and listing on the Hong Kong Stock Exchange.
6 h ago
Northbound funds | The net sales of Beishui North totaled 6.792 billion yuan, and Beishui North continues to actively buy and increase its stake in Jian Taoxi. In the past two weeks, the total net purchase amount has exceeded 20 billion Hong Kong dollars.
On June 18th, the Hong Kong stock market saw a net sell-out of 6.792 billion Hong Kong dollars by Northbound investors. Among them, the Shanghai-Hong Kong Stock Connect recorded a net sell-out of 0.35 billion Hong Kong dollars, while the Shenzhen-Hong Kong Stock Connect recorded a net sell-out of 6.442 billion Hong Kong dollars.
7 h ago
Southbound funds today recorded a net sell of 6.792 billion Hong Kong dollars.
In terms of the Hong Kong Stock Connect (Shanghai), SMIC and Jianpu Group received net purchases of 1.557 billion HKD and 1.282 billion HKD respectively; Alibaba-W was the top net seller with an amount of 1.98 billion HKD. In terms of the Hong Kong Stock Connect (Shenzhen), Jiantao Integrated Circuit Board and Zhipu received net purchases of 835 million HKD and 618 million HKD respectively; Alibaba-W was the top net seller with an amount of 1.886 billion HKD.
Latest news
7 h ago
New stock news | Xinghuan Technology (688031.SH) Hong Kong stock IPO approved by China Securities Regulatory Commission
June 18, the International Cooperation Department of the China Securities Regulatory Commission issued the "Notice on the Overseas Issuance and Listing Filing of Xinghuan Information Technology (Shanghai) Co., Ltd.". Xinghuan Technology (688031.SH) plans to issue no more than 24,583,500 shares of overseas listed common stock and list on the Hong Kong Stock Exchange.
7 h ago
HKEX (00388) renjews memorandum of cooperation with CFFEX
According to the memorandum of cooperation, both parties will deepen cooperation in exploring the possibility of conducting product and business collaborations, strengthening the sharing of research results and experiences, mutual exchange of personnel, and collaborative training.
7 h ago
New Stock News | Luxshare Precision Industry (002475.SZ) Hong Kong IPO Approved by China Securities Regulatory Commission
On June 18, the International Cooperation Department of the China Securities Regulatory Commission issued a notice on the overseas issuance and listing of Luxshare Precision Industry Co., Ltd. (002475.SZ). Luxshare Precision plans to issue no more than 440,993,700 shares of overseas-listed common stock and list on the Hong Kong Stock Exchange.
7 h ago
The State Internet Information Office and three other departments jointly released the "Internet Data Security Risk Assessment Measures". Important data must be evaluated annually.
The Measures stipulate that network data processors of important data should conduct annual risk assessments. If there are significant changes in the security status of important data that may have a detrimental impact on data security, risk assessments should be promptly conducted on the changed part and its impact.
7 h ago
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3 m ago
The USD/JPY intraday gain has expanded to 0.50% and is now trading at 161.44.
5 m ago
Republican lawmakers propose restricting members of Congress from profiting from prediction markets.
8 m ago
Spot gold fell 1% intraday and is now trading at $4214.91 per ounce.
8 m ago
LME copper fell $124 to $13,690 per ton. LME aluminum fell $24 to $3,386 per ton. LME zinc rose $50 to $3,638 per ton.
9 m ago
The cryptocurrency market is generally down, with Solana currently dropping over 4%.
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