GMT EIGHT - OPPORTUNITIES IN CHINA

Cloud computing super giant Oracle Corporation (ORCL.US) sparked a rise, Jefferies Financial Group Inc. has raised its target price to $270.

JF Raymond significantly raised the target stock price for Oracle due to the acceleration of performance growth from "large-scale cloud computing transactions".

Stablecoin leader Tether hoards 80 tons of gold in Switzerland, stating that "gold is safer than national currencies."

The issuer of Tether, a cryptocurrency, holds approximately $8 billion worth of gold in a secret Swiss vault.

US Stock Market Move | JD.com, Inc. Sponsored ADR Class A (JD.US) rose more than 3%. JD.com, Inc. Sponsored ADR Class A takeout announced the official launch of the "Double Hundred Plan".

On Tuesday, JD.com (JD.US) rose more than 3%, reaching $33.18.

Trump delays "reciprocal" tariffs, iron ore futures respond by rising.

President Trump of the United States has announced the first batch of tariff threat letters against trade partners, releasing a signal that further negotiations may take place. The adjustment of tariffs for "reciprocal" tariff countries has been postponed until August 1st.

Three departments: development of green electricity direct connection and new energy incremental distribution grid near access based on local conditions and other green electricity direct supply models.

Promote the active utilization of biomass energy, nuclear energy, solar thermal energy, geothermal energy, industrial waste heat, and other thermal energy resources in the park, achieving clean and low-carbon heating system.

Ryan Capital: In the past 24 months, 155 newly listed companies in Hong Kong were audited by various intermediary agencies, with PricewaterhouseCoopers ranking first.

In the past 24 months (from July 2023 to June 2025), a total of 13 auditors in Hong Kong participated in the audit business of 155 newly listed companies.

Electric vehicle subsidy cancellation deals a heavy blow to anticipated William Blair downgrades Tesla, Inc. (TSLA.US) rating to "market perform"

William Blair downgraded Tesla's rating from "outperforming the market" to "performing in line with the market".

The characteristics of the longest bull market in history reappear! UBS: The current bullish trend in U.S. stock market has not yet reached its peak.

The current bull market that started on October 11, 2022, shares significant similarities with the longest bull market in history that lasted about 12 years from December 1987 to March 2000.

The US dollar index has the worst half-year performance in 50 years! Multiple negative factors putting pressure, global central banks frantically hoarding gold in "de-dollarization" efforts.

If global trust in the US dollar and US bonds continues to decline, it may have structural impacts on risk assets such as stocks.

Musk sets off the storm of large models again! xAI project to be released on Wednesday, will Tesla FSD and Optimus usher in the "AI super engine"?

Artificial intelligence startup company xAI plans to release its latest AI large model Grok-4 on July 9th (Wednesday) Pacific Time.

Trump stirs up tariff storm again: Sends letters to multiple countries announcing new tax rates effective August 1st and applicable to "all goods".

US President Trump has re-ignited global trade tensions in recent days.

Market sentiment "approaching frenzy" US small-cap stocks show red flags.

When enthusiasm becomes excessive and turns into fanaticism, it is not a good sign for small-cap stocks.

Goldman Sachs bets on OPEC+ to increase production in September, the downward trend of oil prices trapped in "oversupply" is difficult to stop.

Goldman Sachs expects OPEC+ members to increase oil production by 550,000 barrels per day in September.

Subsidy suspension countdown begins! The American electric car market is stuck in a sales slump: Tesla, Inc. (TSLA.US) Q2 global deliveries fell by 13.5%

The analysis indicates that consumer concerns about battery life, high purchase costs, and inadequate charging infrastructure are still major obstacles.

A-share subscription | State Power Investment Corporation (600930.SH) starts subscription, ranked as one of the largest new energy companies in China.

On July 7th, Huadian New Energy (600930.SH) started its subscription process, with an issue price of 3.18 yuan per share. The maximum number of shares that can be subscribed is 1.4905 million. The price-earnings ratio is 15.28 times. It is listed on the Shenzhen Stock Exchange, with CICC and Huatai Securities as its sponsors.

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?

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3 m ago

American think tank: the language model's capabilities double every seven months.

4 m ago

Navigation Warning: Live Ammunition Shooting in Parts of the Bohai Sea Area

4 m ago

The trading volume of Shanghai, Shenzhen, and Beijing exceeded 1.3 trillion yuan, an increase of 490 billion yuan from the previous day.

5 m ago

Vishnu Varathan of RHB Securities says that industry-specific tariffs have a much larger impact compared to equivalent tariffs, as Donald Trump can implement these tariffs relatively unchallenged by law and at a faster pace. Industry-specific tariffs could have an "extremely massive impact on global industry" through a wider ecosystem. He said, "In this crucial context, the situation becomes even more clear: equivalent tariffs, the final deadline, and agreements are nothing more than 'bait traps'".

5 m ago

SinoPac Securities: The impact of industry-specific tariffs compared to equal tariffs will be much greater.

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