GMT EIGHT - OPPORTUNITIES IN CHINA

The U.S. Treasury is propping up the yen and pressuring U.S. bond yields, pushing the dollar towards a seven-month low! Can the CPI reverse the bearish trend?

Due to the strengthening of the yen, the dollar is nearing its lowest point in nearly seven months, and traders are closely monitoring the announcement of the U.S. Treasurys repurchase plan and inflation data later this week. U.S. Treasury Secretary Scott Bessen challenged traders to test his determination to strengthen the yen.

HAIDILAO (06862) controlling shareholder SP NP Ltd. plans to reduce its holdings by 259 million shares.

Haidilao (06862) announced that the board of directors has been informed by SP NP Ltd., a member of the company's controlling shareholder group (as of the date of this announcement, the controlling shareholder group consists of Mr. Zhang Yong, Ms. Shu Ping, ZY NP Ltd., and SP NP Ltd. (the controlling shareholders)), that it will sell 259 million shares of the company through a block trade at a price of HKD 10.62 per share on September 8, 2026 (the shares represent approximately 4.65% of the total issued shares as of the date of this announcement) (the sale).

BRAINAURORA-B(06681): Research results on pediatric cognitive digital therapy dosage published in BMC Medicine.

Brain Dynamics Aurora-B (06681) announced that the group has recently achieved significant research results in the field of dosage studies for children's cognitive digital therapy. The relevant details are announced as follows:

DEKON AGR (02419) reported sales revenue of 10.74 billion yuan from commodity hogs in the first eight months.

De Kang Agricultural and Animal Husbandry (02419) announced that in August 2026, the group sold 935,030 live pigs, generating sales revenue of 1.325 billion RMB; the average selling price of the live pigs was 10.94 RMB per kilogram, an increase of 4.79% compared to July 2026. As of August 31, 2026, for the eight months ended, the group sold a total of 7.76293 million live pigs, with total sales revenue of 10.74 billion RMB.

BAMBOOSHEALTH (02293) issued a profit warning, forecasting that the annual net profit attributable to shareholders will be approximately HKD 6 million to HKD 7 million, a year-on-year decrease.

Bai Ben Medical (02293) announced that it expects the group's net profit attributable to shareholders for the year ending June 30, 2026, to be approximately HKD 6 million to HKD 7 million, while the audited consolidated net profit attributable to shareholders for the year ending June 30, 2025, was approximately HKD 17.5 million.

CELESTIAL ASIA (01049) intends to lease the property at Yuen Hang Road, Tseung Kwan O for the purpose of operating a retail management business shop.

Shifutou Investment (01049) announced that on September 9, 2026, the Board of Directors declared that the agent of Hengji Sunshine Property Management Co., Ltd. (acting as the owner's representative) (each being an independent third party) has confirmed and accepted the leasing offer issued by the tenant (a subsidiary of the Company), regarding the leasing of such properties for the purpose of operating retail management business stores by the Group.

In August, the current trend index of Hong Kong's small and medium-sized enterprises' business revenue rose to 44.1, indicating an improvement in the business environment.

In August, the current trend index of small and medium-sized enterprises' business revenue in Hong Kong rose to 44.1.

Fuyao Glass Industry Group (03606) will distribute an interim dividend of HK$1.155858 per share on October 16.

Fuyao Glass Industry Group Co., Ltd. (03606) announced that it will distribute an interim dividend of HK$1.155858 per share on October 16, 2026.

Hong Kong Property: Second-hand transaction volume for subdivided flats warms up, with the transaction volume in the first eight months reaching a three-year high for the same period.

According to data from the Land Registry, during the first eight months of this year, a total of 109 second-hand residential transactions were registered in 10 co-living housing communities in Hong Kong, an increase of about 11.2% compared to 98 units during the same period last year, reaching a three-year high for the same period.

Colliers: The registration volume of commercial properties in Hong Kong reached a five-year high in the first eight months, indicating that the market is in a recovery phase.

In the first eight months of 2026, the total number of registered commercial property transactions in Hong Kong reached 3,494, an increase of approximately 14.5% year-on-year, marking a new high for the same period in nearly five years.

The UK's new government budget has become the focus of the market, and after a strong rebound, the pound may face a downward storm.

This year, the British pound has been largely unaffected by the governments recent changes and geopolitical shocks, outperforming many major currencies, but the recent weakness of the currency may deepen further.

The end of AI is power supply! The options popularity of Bloom (BE.US) surpasses SpaceX, and fuel cells are fully benefiting from the super cycle dividend of AI computing power.

Bloom's stock price has risen by 1800% over the past three years. As of Tuesday's midday trading in the U.S., the total amount of options traded nearly reached $500 million. This surpassed the $350 million in options traded for SpaceX.

A-share Closing Review | Index Divergence, Shanghai Composite Index Rises 0.28%, Coal and Shipping Lead Gains

On September 9, the main indices of the A-shares showed divergent trends.

New Stock News | It is rumored that DeepSeek has hired CITIC SEC to prepare for its IPO on the Sci-Tech Innovation Board, with plans to initiate the IPO process this year.

On September 9, the WeChat public account "Unicorn Early Insights" reported that the Chinese artificial intelligence startup DeepSeek has hired CITIC Securities to prepare for its initial public offering (IPO) on the Sci-Tech Innovation Board.

The United States has imposed an import ban on certain Canadian products. Which U.S. stocks are affected?

The U.S. has imposed tariffs on certain products from Canada, and these U.S. stocks are worth paying attention to.

JP Morgan is optimistic: a stronger yen may ease pressure on Japanese bonds, and Japan's AI and semiconductor sectors are expected to recover ahead of schedule.

J.P. Morgan believes that a stronger yen is expected to ease the upward pressure on Japanese government bond yields, thereby facilitating an earlier recovery of AI and semiconductor stocks listed in Tokyo.

Hong Kong Securities and Futures Commission Chairman Tim Lui: Promoting the normalization of government bond issuance and currently researching the phased introduction of central counterparty settlement for bond repurchase.

On September 9, during the keynote speech at the fourth HKEX China Opportunity Forum,, Executive Director of the Market Surveillance Division of the Hong Kong Securities and Futures Commission, mentioned that he will promote the normalization of government bond issuance.

Hong Kong Annuity Company establishes a strategic partnership with CHOW TAI FOOK Life Insurance.

Hong Kong Mortgage Corporation Limiteds wholly-owned subsidiary, Hong Kong Annuity Limited (Hong Kong Annuity Company), announced today (September 9) the establishment of a strategic partnership with Chow Tai Fook Life Insurance Limited (Chow Tai Fook Life).

Hong Kong Trade Development Council: The escalation of global risks makes diversification necessary. Hong Kong will continue to explore new market opportunities.

At the opening speech, Paul Chan, the Chairman of the Hong Kong Trade Development Council, stated that with the escalation of global risks, diversification has shifted from an option to a necessity. Businesses face new challenges every day while also needing to seize new opportunities.

As the yen continues to rise, retail investors are becoming increasingly bearish! With 3.61 trillion yen in short positions, a contrarian gamble is underway, and the short squeeze alarm has been sounded.

Even though the yen has risen to its highest level in months, Japanese retail investors are still betting on a significant rebound being short-lived, continuing to increase their bearish positions.

A-shares at noon | The Shanghai Composite Index rose 0.24%, the ChiNext Index fell 0.34%, with shipping and coal leading the gains.

The market presents a pattern of "differentiated index fluctuations, widespread declines in individual stocks, and strengthening of shipping and coal."

The Zhiyuan AGILE 2.0 Infection Control Integrated Model is officially released: Siasun Robot & Automation enters the "Eyes Open Motion" era.

Recently, Zhiyuan released the AGILE 2.0 Integrated Infection Control Model.

Hedge funds aggressively go long on the yen: betting on a surge past the 150 mark by the end of the year, targeting 140.

Hedge funds are betting that the USD/JPY will fall below 150 by the end of the year.

The Hong Kong dollar interbank interest rate generally fell, with the one-month interbank interest rate dropping by 0.833 basis points to 2.88387%.

On September 9, the Hong Kong interbank offered rate (HIBOR) generally fell, with the one-month HIBOR related to property mortgages reported at 2.88387%, down 0.833 basis points.

JP Morgan: Hong Kong's policy address may raise the stamp duty on luxury homes, but the overall impact remains manageable.

Morgan Stanley expects that the Hong Kong government may further increase the stamp duty on luxury residential properties in the upcoming Policy Address, but it anticipates that the impact will be manageable.

China Foreign Exchange Trading Center: In August, the offshore (CNH) renminbi appreciated against the US dollar, and the onshore (CNY) renminbi also appreciated against the US dollar.

On September 9, the China Foreign Exchange Trading Center issued a statement that in August, the offshore (CNH) RMB appreciated against the US dollar, and the onshore (CNY) RMB also appreciated against the US dollar.

Bullish signals are flashing! Bitcoin has once again seen a "golden crossover": $3.8 billion in ETF funds are pouring in, and historical patterns suggest $100,000 by the end of the year?

The price of Bitcoin is approaching $80,000, marking the first golden cross in more than six months.

A-share Opening Express | Three Major Indices Open Higher Collectively, Technology Hardware Active Stocks Decline More Than Rise

The three major indices opened higher collectively, with the ChiNext Index and the Sci-Tech Innovation 50 showing the largest gains at the start. After the opening, the indices quickly diverged, and the Shanghai Composite Index fluctuated narrowly around the flat line.

National Bureau of Statistics: CPI moderately rebounded in August 2026, PPI year-on-year increase expanded.

On September 9, Dong Lijuan, the chief statistician of the Urban Division of the National Bureau of Statistics, interpreted the CPI and PPI data for August 2026.

National Bureau of Statistics: In August, the PPI rose 3.8% year-on-year and 0.4% month-on-month.

From January to August, the average producer prices for industrial products increased by 2.0% compared to the same period last year, while the purchase prices for industrial producers rose by 3.2%.

National Bureau of Statistics: In August, the national consumer price index rose 0.8% year-on-year.

The National Bureau of Statistics announced that in August 2026, the national consumer price index for residents increased by 0.8% compared to the same period last year.

El Nio, drought, and war: a triple blow is coming! UK food inflation may exceed 6% next year.

Forecasts from UK food producers indicate that a series of shocks caused by the El Nio phenomenon, summer droughts, and the war in the Middle East will drive food inflation in the UK to over 6% next year.

Up to $20 billion in high-yield bonds! SoftBank's AI financing rush may be brewing the largest speculative corporate bond issuance in history.

SoftBank Group Corp. plans to meet with investors in New York next week to gauge market interest in a potential US dollar high-yield bond issuance.

AI capital expenditures are "overflowing" from GPUs to the entire industry chain! Corning Inc (GLW.US) and Qualcomm (QCOM.US) both secured significant orders on the same day, strongly endorsing confidence in data center spending.

After the announcement of the deal between Qualcomm and Corning, stocks in the artificial intelligence infrastructure sector rose.

Brokerage Morning Meeting Highlights | Continuing to Be Optimistic About the Allocation Value of the Liquid Cooling Sector

CITIC Construction Investment stated that it remains optimistic about the value of allocation in the liquid cooling sector.

PuYin International: NETDRAGON (00777) core business is gradually stabilizing, with a shareholder return rate of up to 13.5%, target price of HKD 12.

Puyang International released a research report stating that NetDragon (00777) is gradually stabilizing its core business, with a shareholder return rate of up to 13.5% and a target price of HKD 12.

DEEPZERO (02723) has been included in the HKEX Technology 100 Index and the HKEX Technology and US Technology 100 Index.

DeepTech Intelligent (02723) announced that, according to the relevant notice published by Hong Kong Exchanges and Clearing Limited on September 7, 2026, the company meets the requirements for the following indices fast inclusion mechanism: Hang Seng Tech Index; Hang Seng Tech and US Tech 100 Index. The company will be included in the above indices after the market closes on September 11, 2026 (Friday), and the related changes will take effect from September 14, 2026 (Monday).

The sharp rise of the yen has triggered concerns over arbitrage liquidation, but Morgan Stanley offers reassurance: resilience remains, there is no need to panic!

Morgan Stanley stated that arbitrage trading can withstand the impact of a strengthening yen.

AI marketing platform Braze (BRZE.US) reported strong performance but plummeted after hours! Q2 revenue and EPS both exceeded expectations, and full-year guidance has been raised.

The artificial intelligence (AI) marketing platform Braze announced better-than-expected performance for the second quarter and raised its full-year guidance for fiscal year 2027.

Hong Kong Stock Concept Tracking | Surge in AI Infrastructure Investment, Two Major Storage Chip Giants Face Inventory Crisis, Are Storage Chip Prices Set to Rise Again? (Including Concept Stocks)

KB Securities expects that next year, global leading cloud service providers' AI-related investments will reach $1.3 trillion, an increase of 60% year-on-year.

Hong Kong Stock Concept Tracking | London Copper Hits Historical Highs, UBS: Copper Prices May Rise to $15,500 in the Future (with Concept Stocks)

The three-month copper futures price on the London Metal Exchange reached a record intraday high of $14,533 per ton during trading on Monday.

Overnight US stocks | The three major indexes fell, with the Dow Jones down over 600 points. SK Hynix (SKHY.US) rose 4.8%.

As of the market close, the Dow Jones Industrial Average fell 626.72 points, a decrease of 1.17%, closing at 52,787.53 points; the S&P 500 index dropped 44.98 points, a decline of 0.58%, ending at 7,673.62 points; the Nasdaq Composite Index decreased by 85.58 points, down 0.32%, finishing at 26,421.41 points.

Meta (META.US) has launched the AI personal assistant Muse: a monthly fee of up to $100 aimed at the next generation of AI commercialization entry points.

Meta officially launched its AI personal assistant application Muse on Tuesday and for the first time attempted to charge a subscription fee to some users.

The U.S. bond market remains high and unyielding! Bassett takes action to expand the repurchase plan, emphasizing not quantitative easing.

U.S. Treasury Secretary Janet Yellen stated on Tuesday that the Treasury Department decided last month to expand the old-maturity Treasury buyback program, with the main purpose of "cooling down" the recently overheating bond market and driving the market back toward a balanced state.

The risk of a "big return" of Japanese capital is rising! Japanese bond yields are approaching 30-year highs, and over a trillion dollars in U.S. Treasury holdings are under scrutiny.

As Japan's government bond yields rise to nearly a 30-year high, a risk that has long been discussed in global markets is regaining attention: whether Japan's vast overseas funds will begin to flow back to the domestic market.

AI investment and profit growth continue to support US stocks. HSBC raises its year-end target for the S&P 500 to 8,100 points.

HSBC's Global Investment Research team has raised its target for the S&P 500 Index by the end of 2026 from the previous 7,650 points to 8,100 points.

US Stock Market Move | Slovenia approves FSD, leading Tesla, Inc. (TSLA.US) to rise nearly 3% in early trading.

On Tuesday, Tesla (TSLA.US) rose nearly 3% in early trading, currently at $364.21.

LVJI TECH-NEW (01745): The controlling shareholder intends to increase its equity stake.

Lji Technology (01745) announced that the company's board of directors has been notified by Mr. Zang Weizhong (the company's executive director, chairman of the board, and controlling shareholder) that Lu Jia Technology Holdings Limited (a company wholly owned by Mr. Zang Weizhong) intends to acquire up to 1 million shares of the company from one or more existing shareholders through a transfer starting from the date of this announcement.

US Stock Market Move | The market is optimistic about the Q1 financial report, with Oracle Corporation (ORCL.US) rising over 3% in early trading.

On Tuesday, Oracle (ORCL.US) rose more than 3% in early trading, reaching a new high since the end of June, currently priced at $163.31.

US Stock Market Move | After three consecutive test failures in one week, Novartis AG Sponsored ADR pharmaceutical (NVS.US) fell more than 12%.

On Tuesday, Novartis (NVS.US) plummeted over 12% in early trading, currently reported at $139.13.

Latest

18/08

Citigroup: Initiates "Buy" rating for Zijin Mining International (02259), optimistic about production growth and gold price outlook.

18/08

Ganfeng Lithium: Progress on Subsidiary's Involvement in Investment Limited Partnership Matters

18/08

Zhichun Technology (603690.SH) plans to transfer part of its shares in the affiliated company Weidun Crystal Phosphate for 20 million yuan.

18/08

Xiamen Releases Twelve Measures to Promote Exchange and Cooperation with Taiwan

18/08

Yuncong Technology: The company is deeply involved in the national standardized pilot project "Shanghai Virtual-Real Integration Embodied Intelligence Training Ground" and the "Humanoid Robot Qilin Training Ground" project.

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