GMT EIGHT - OPPORTUNITIES IN CHINA

China Securities Co., Ltd.: "Prospects for Investment Opportunities in Artificial Intelligence+"

In the wave resonating between the global technological revolution and educational reform, artificial intelligence is deeply reconstructing the educational ecosystem, becoming the core engine driving the digitalization upgrade of education.

Tianfeng: Hong Kong stock market has been one of the best performers since the beginning of the year, and the valuation of Chinese internet companies still remains attractive.

The current valuation of domestic Internet companies has not fully reflected the expectations for AI. Domestic Internet industry leaders are expected to continue narrowing the gap with global leading companies in terms of AI technology capabilities.

EB SECURITIES: Global collaboration with Siasun Robot&Automation leading manufacturers to accelerate the commercialization of embodied intelligence. They have initiated a "buy" rating for DOBOT (02432).

Guangda Securities released a research report stating that UBTech (02432) is a global leader in collaborative robots and AI solutions providers.

Trump signs ultimatum with 12 countries to increase pressure, up to 70% tariffs, nuclear bomb to explode on August 1st!

President Trump announced that the United States is preparing to impose unilateral tariffs as high as 70%, which will take effect on August 1st. This move is aimed at pressuring global trade negotiations while delaying the implementation of tariffs.

Industrial Research: What impact does the "Great American Beauty Act" have in the United States?

"The Big Beautiful Bill" narrowly passed the House of Representatives in the United States. Since its introduction, the bill has been controversial. What are the main contents of the bill and what market impact will it have?

The demand for GPU packaging boards is surging, and Nvidia Blackwell is stepping towards a path of aggressive expansion.

Ibiden is at the forefront of advanced packaging equipment with a focus on technology and customer satisfaction, while Blackwell's production capacity ramp-up is closely tied to its large-scale expansion progress.

Bulk operations replace bilateral trade negotiations! Trump will start issuing letters today to impose new tariffs on multiple countries, with the highest tax rate reaching 70%.

President Trump of the United States stated that Washington will begin sending letters to various countries on Friday, detailing the specific tariff rates that their exports to the U.S. will face.

U.S. Treasury Secretary: U.S. Dollar depreciation has nothing to do with the "strong dollar policy" Reserves currency status remains stable.

Bernard refuted concerns that the depreciation of the dollar would weaken its global influence.

Trump's "Big and Beautiful" bill passed by the House of Representatives, traditional energy becomes the winner.

A large-scale tax and spending bill pushed by President Trump was passed in the House of Representatives on Thursday, marking a significant victory for him in advancing his broad domestic policy agenda.

From CoWoS to CoPoS: TSMC launches an "advanced packaging revolution" sweeping through the chip industry chain.

CoPoS (Chip-on-Panel-on-Substrate) will gradually replace CoWoS as the new paradigm for advanced packaging.

US Stock Market Move | Bitcoin concept stocks continue to rise this week, with Strategy (MSTR.US) rising more than 1.6%.

Bitcoin concept stocks continue to rise this week.

MAGA Late Night Big Reversal! Trump lobbies key legislators in the early morning, House narrowly advances tax bill.

In the early hours of Thursday Eastern Time, Republican members of the House of Representatives successfully pushed President Trump's large-scale tax cut and spending bill into the final voting process, marking the resolution of fiscal disagreements within the Republican Party over the bill's financial impact.

The head of the Federal Reserve's supervisory and regulatory division voluntarily resigns.

According to an internal email, Michael Gibson, head of the Federal Reserve's Supervision and Regulation Division, has accepted the institution's voluntary retirement plan and will be stepping down at the end of this month.

Rio Tinto plc Sponsored ADR (RIO.US) acquires aluminum company in Canada for $1.1 billion to expand North American aluminum industry in response to trade war.

According to sources, aluminum manufacturer Aluminerie Alouette, partly owned by the Rio Tinto Group (RIO.US), plans to invest up to 1.5 billion Canadian dollars (1.1 billion U.S. dollars) in the modernization of its northern Quebec plant.

Can the volatility in the long-term bond market be calmed down? The market is focusing on the 30-year Japanese bond auction.

The 30-year Japanese government bond auction held on Thursday in Japan is seen as a test for policy makers to successfully calm the turbulence in the bond market.

There is no "uncertainty". HK ROBOTICS (00370) uses a 3 billion yuan order to showcase its strength in the market.

On July 2nd, Hong Kong Boy Robot announced the progress of its humanoid robot business orders, stating that its subsidiary Hong Kong Boy Robot has entered into a procurement cooperation agreement with Tonghong Security for the purchase of intelligent security robots.

Tracking the concept of Hong Kong stocks | Expectations of steel supply-side reform rising again, can the industry's difficulties be reversed?

At the same time, the increased efforts of Tangshan's environmental protection in reducing production restrictions have also attracted high attention in the market. There are rumors circulating in the market about the emission reduction and production restriction measures in Tangshan from July 4th to 15th.

"Small non-agricultural" major upset, interest rate cut expectations rising again! Unexpected decrease of 33,000 in ADP in June in the United States, the first negative growth in over two years.

The number of jobs in American businesses experienced their first decrease in over two years in June, primarily due to a reduction in service industry positions. This sign may trigger concerns in the market about a accelerated slowdown in the labor market.

Warning signal of a bubble! As the US stock market hits new highs, an indicator of "irrational exuberance" has broken the danger line.

According to the latest data from Barclays Bank, its exclusive "Irrational Prosperity Index" monthly average has surpassed the double-digit critical value for the first time since February, reaching a warning level of 10.7%.

PricewaterhouseCoopers: Raises Hong Kong's fundraising forecast for IPOs this year to HK$200-220 billion.

PricewaterhouseCoopers has revised its forecast for the number and fundraising amount of IPOs in Hong Kong this year from 70-80 and 1300-1600 billion Hong Kong dollars at the beginning of the year, respectively, to 90-100 and 2000-2200 billion Hong Kong dollars, an increase of 25-29% and 38-54% respectively.

Latest

4 m ago

Bank of England Governor Bailey: The establishment of a multilateral system is needed to address imbalances.

6 m ago

Hainan Meteorological Observatory issued a yellow alert for thunderstorms and strong winds at sea on July 6, 2025 at 00:25: Thunderstorms and strong winds are expected to occur in the southern part of the Beibu Gulf from 00:30 to 09:00, with wind force reaching 7-9 levels and accompanied by intense lightning. Relevant units and personnel are advised to take precautions.

21 m ago

European Central Bank official Makhlouf: The euro is not yet ready to challenge the position of the US dollar.

45 m ago

Railway Hangzhou Station responds to a collision when a passenger jumped onto the track as a train was entering the station: the injured passenger has been sent to the hospital for treatment.

52 m ago

The daily orders for Meituan's instant retail have exceeded 120 million, with the proportion of food orders exceeding one billion.

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