GMT EIGHT - OPPORTUNITIES IN CHINA

"Mini Buffett": I don't invest in AI! The biggest regret is missing out on early Palantir and losing out on hundreds of billions of dollars, and I am optimistic about the commercial real estate market that has been 'burned' by the market.

Geopolitical tensions have triggered a secondary inflation risk that is breaking through the ceiling - if the Strait of Hormuz is closed for several months due to conflicts in the Middle East, international oil prices could soar directly to $150 or even higher, causing the price of gasoline in the United States to exceed $6, triggering destructive political and economic chain reactions. Kalamani warned that the market has not fully digested these imminent grey rhinoceros risks.

Zhongji Xuchuang: The rumor of a collapse in performance due to exchange rate fluctuations is not true.

An investor asked if rumors that the company's performance has plummeted due to exchange rate fluctuations were true. Zhongji Xuchuang replied on the interactive platform stating that the above situation is not true.

The first stock of brain-computer interface, who will win?

Based on factors such as the audit style of different capital markets and the preference of the secondary market for technological hardness, it is still worth looking forward to who will first successfully make a "sprint" between Boruikang and Strong Mind Technology.

SpaceX (SPCX.US) super IPO closes! Musk becomes a trillionaire and Wall Street investment banks also make a fortune.

After Friday's close, SpaceX stock price rose by 19.22%, with a market value of 2.1 trillion dollars. According to the Forbes billionaire list, Musk's personal wealth has reached 1.1 trillion dollars.

The taste of an AI version of the subprime mortgage crisis? With $1.8 trillion in off-balance-sheet exposure, it is becoming a ticking time bomb in this round of frenzy.

Financing for AI infrastructure is accelerating expansion, with core risks concentrated in approximately 1.8 trillion US dollars off-balance sheet exposure (nearly 1 trillion in procurement commitments, over 800 billion in leasing and supply chain financing), while AI debt issuance for the year is expected to surpass 570 billion US dollars and accelerate. The combination of rising leverage and lagging depreciation is causing risks to spread from off-balance sheet assets to the credit system.

After only four days online, Fable 5 and Mythos 5 were taken offline as they were put on the US government's export control list. Anthropic complied but did not agree.

The company stated in a declaration that they have already revoked access to Fable 5 and Mythos 5 for all users, and apologized to the affected customers. They also mentioned that they believe this is a misunderstanding and are working hard to restore access as soon as possible.

The battle for HBM4E sample delivery has begun, with SK Hynix potentially advancing to June. Samsung has already taken the lead.

"For HBM, not only performance is crucial, but also the delivery time and progress of customer certification are crucial." He added, "In the second half of this year, the supply competition between the two companies (Samsung and SK Hynix) will further intensify."

Trump: US-Iran agreement planned to be signed on Sunday, immediately opening the Strait of Hormuz.

1. Trump said the US-Iran agreement is planned to be signed on Sunday, and after the agreement is signed, the Strait of Hormuz will be immediately open to all countries. 2. Iran has not yet confirmed the agreement, but multiple parties have said the US and Iran are close to a peace agreement, and negotiations may have entered the final stage.

Transformer exports are currently booming, but can they remain prosperous for another two to three years? With the upgrade of offshore models, SST has stated that "no one has orders."

Traditional transformers are currently experiencing a "golden window period" of rising both quantity and price for exports. It is predicted in the industry that the high prosperity of traditional transformers for exports can last at least another 2-3 years.

Pakistan's Prime Minister Shahbaz Sharif: We are closer than ever to reaching a peace agreement, and there is a high probability that the agreement will be finalized within the next 24 hours.

Issuance of "Guidelines for Classification and Grading of Financial Information Service Data"

The National Internet Information Office, the People's Bank of China, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, the National Bureau of Statistics, and the State Administration of Foreign Exchange have formulated the "Guidelines for the Classification and Grading of Financial Information Service Data".

New stock news | Meedu once again submits application to the Hong Kong Stock Exchange to develop and provide comprehensive technology-driven marketing, sales, and operational support services.

was established in 2014, dedicated to developing and providing comprehensive technology-driven marketing, sales, and operational support services for Chinese manufacturers or merchants.

New Stock News | Lanna Cheng submits again to the Hong Kong Stock Exchange, dedicated to the discovery, development, and commercialization of radiopharmaceuticals for cancer diagnosis and treatment.

According to the prospectus, Lanna Cheng was founded in 2021 and is now a clinical-stage biotechnology company dedicated to the discovery, development, and commercialization of oncology diagnostic and therapeutic radiopharmaceuticals.

IPO News | Ningbo Sanxing Medical Electric (601567.SH) submits listing application to the Hong Kong Stock Exchange as a provider of smart power distribution equipment and overall solutions.

According to the prospectus, Sanxing Electric is the world's leading provider of intelligent electrical equipment and overall solutions, as well as China's leading specialist medical service group in rehabilitation.

Shandong food packaging machinery manufacturer Kang Beite (KBAT.US) IPO size increased by 67% to raise $28 million.

Kangbet raised the planned issuance size of its upcoming IPO on Friday.

Bank of America sounds the "1994-style" alarm: the Federal Reserve's rapid interest rate hikes hang the "Sword of Damocles" over the US stock market, fearing a structural severe decline.

The Bank of America warns that the situation in the US market in 1994 may indicate an escalation of inflation and market volatility.

The entire market is chasing AI, while "big short" Burry is going against the trend and buying low: Adobe, Alibaba, and four other stocks are favored.

Michael Burry continues to hold shares in Alibaba, Adobe, PayPal, and Veeva.

The key turning point in the US-Iran conflict? Trump is considering a "phased" agreement: first opening the Strait of Hormuz, then gradually lifting sanctions.

The proposed US-Iran agreement depends on a highly risky phased implementation plan.

New Stock News | Leading supply chain company Andes Zhilian's Hong Kong IPO prospectus updated, achieving double high increase in revenue and net profit.

Ande Zhilian updated its prospectus: net profit soared to 449 million in 2025, with a compound annual growth rate of 24.9%.

How strong is the demand for SpaceX (SPCX.US) IPO? Oversubscribed subscriptions, "greenshoe" exemption from commission, and options expected to open next week!

SpaceX IPO demand is hot: 0.67% ultra-low underwriting fee, zero-cost "green shoes", options demand expected to be hot.

HK Bull/Bear Outstanding Qty Ratio(52:48) | June 13th

As of June 13th, the latest bull-bear street goods ratio of the Hang Seng Index is 52:48.

Overnight US stocks | Iranian Foreign Minister says the US-Iran settlement memorandum may be signed in a few days. Three major indexes closed higher. SpaceX's market value rose to $2.1 trillion on its first day of trading.

As of the close, the Dow rose 353.51 points, or 0.70%, to 51,202.26 points; the Nasdaq rose 79.18 points, or 0.31%, to 25,888.84 points; the S&P 500 index rose 37.16 points, or 0.50%, to 7,431.46 points.

Middle East situation boosts demand for safe-haven assets, dollar long bets hit over one-year high, yen short positions rise to the highest level in 17 years.

With the continued tension in the Middle East and significant fluctuations in international oil prices, funds in the global foreign exchange market are accelerating backflow into the US dollar.

Probability of US-Iran agreement being signed rises to 85%? Senior Trump administration official: Both sides have basically reached a consensus on the agreement text.

The months-long conflict between the United States and Iran may be nearing a crucial turning point.

SpaceX (SPCX.US) surged more than 19% on its first day of trading, with Musk becoming the first trillionaire in human history.

As SpaceX officially landed on the NASDAQ on Friday and soared more than 19% on its first day of trading, its market value exceeded 2.2 trillion US dollars, setting a new record for the largest IPO in US capital market history and propelling founder Elon Musk to unprecedented new heights.

US Stock Market Move | Copper mining sector generally rose, Taseko Mines (TGB.US) rose by 8%.

On Friday, the copper mining sector saw a general rise, with Taseko Mines (TGB.US) up 8% and Ero Copper (ERO.US) up over 6%.

The largest IPO in US history is born! SpaceX (SPCX.US) lands on Nasdaq with an opening increase of over 11%, speculation of a merger with Tesla, Inc. (TSLA.US) heats up.

Tesla CEO Musk's SpaceX officially landed on the Nasdaq.

US Stock Market Move | Some chip stocks are performing well, with Qualcomm (QCOM.US) rising over 5%.

On Friday, some chip stocks rose, with US companies AMD, Qualcomm, and Intel all gaining over 5%.

US Stock Market Move | Most concept stocks in the field of optical communication are rising, with Coherent (COHR.US) increasing by more than 7%.

Most concept stocks in the field of optical communication are rising.

US Stock Market Move | Lithium mining stocks in general rose, with Lithium Argentina (LAR.US) increasing by 9%.

On Friday, lithium mining stocks rose across the board, with Lithium Argentina (LAR.US) up 9% and Sigma Lithium (SGML.US) up over 8%.

Evening hot spots of A shares | Witness history! The largest IPO in history is coming. How much will the first day fluctuation be?

On June 12, the stock price of SpaceX opened 29% higher than the IPO price on its first day of trading.

The drop in oil prices has boosted consumer confidence in the United States for the first time in four months, slightly easing concerns about future inflation.

With the recent decline in gasoline prices, American consumers have somewhat eased their pessimism about the economic outlook.

US Stock Market Move | SpaceX went public today! Space-related stocks collectively fell, with Virgin Galactic (SPCE.US) dropping by 24%.

SpaceX (SPCX.US) went public today, and space concept stocks collectively fell, with Virgin Galactic (SPCE.US) plummeting by 24%.

US Stock Market Move | Storage concept stocks collectively rise, with SanDisk (SNDK.US) stock price reaching a historic high, just one step away from the $2000 mark.

Sandisk's stock price reached a historic high of $1996.77, just a step away from the $2000 mark.

SpaceX landed on the Nasdaq with an opening price of 174 dollars, its issue price was 135 dollars per share.

The SpaceX IPO is expected to attract over $350 billion in total demand.

SharonAI (SHAZ.US) signs a six-year computing power collaboration agreement with NVIDIA Corporation to advance the expansion of AI data centers in Australia.

SharonAI Holdings (SHAZ.US) announced that it has signed a six-year artificial intelligence infrastructure computing power cooperation agreement with NVIDIA (NVDA.US).

The Iranian media publishes a draft memorandum of understanding between Iran and the United States.

The Iranian Mehr News Agency publicly released a draft of a 14-point memorandum of understanding allegedly between Iran and the United States on the 12th, which has not yet been officially confirmed by Iranian or American authorities.

The Dow Jones rose 0.59% at the opening, the Nasdaq fell 0.1%, and the S&P 500 rose 0.22%. Leading tech stocks including AMD rose 2.3%, Google-A rose 1.36%, and Meta Platforms rose 0.8%. The Nasdaq Golden Dragon Index rose 1.21%, with NIO up 5.52% and JD.com up 2.28%.

Has Bitcoin hit bottom? Standard Chartered's answer is yes! Galaxy throws cold water: it's only the "real bottom" when it drops to 40,000.

Did Bitcoin hit bottom? Standard Chartered Bank says yes, but Galaxy says no.

Panic and greed intertwined! Massive shake-up in US stocks, tech sector is changing face, is the "buy with eyes closed" strategy failing?

The phase of buying US stocks blindly with eyes closed seems to be over.

A-share Announcement Highlights | Murray Shares (688802.SH): Intends to issue H shares and list on the Main Board of the Hong Kong Stock Exchange

Muxi Corporation announced plans to issue H shares and list on the main board of the Hong Kong Stock Exchange.

SEC delays the simultaneous listing of leveraged ETFs and SpaceX IPO to prevent excessive volatility on the first day of trading.

As SpaceX landed on the Nasdaq with a record-breaking scale of $75 billion, a group of asset management companies eager to launch leveraged exchange-traded funds (ETFs) simultaneously were put on hold by regulatory authorities.

Hong Kong Stock Exchange: The number of trading contracts for stock options introduced every week has exceeded 65 million so far.

The Hong Kong Stock Exchange announced that the number of traded stock option contracts has exceeded 65 million since their weekly launch, and they expect the number to continue increasing after more products are launched in June 2026.

New Stock News | Ingenic Semiconductor (300223.SZ), XREAL and others are planning to list in Hong Kong and have received acceptance materials from the China Securities Regulatory Commission.

On June 12, the China Securities Regulatory Commission released the "List of Domestic Enterprises Issuing Securities Overseas and Applying for Listing (Initial Public Offerings and Full Circulation) (As of June 12, 2026)".

New stock news: Huaming Power Equipment (002270.SZ) plans to list on the Hong Kong stock market. The China Securities Regulatory Commission requires additional clarification on the specific implementation of overseas investment, foreign exchange management, and other regulatory procedures involving overseas subsidiaries.

Huaming Equipment (002270.SZ) plans to list on the Hong Kong stock exchange. The China Securities Regulatory Commission requires additional clarification on the specific compliance of overseas investment, foreign exchange management, and other regulatory procedures involving overseas subsidiaries.

New stock news | Zhejiang Hailiang (002203.SZ) plans to IPO in Hong Kong. The China Securities Regulatory Commission requires additional information on the specific implementation of overseas investment and regulatory procedures related to overseas subsidiaries.

On June 12, the China Securities Regulatory Commission announced the "Supplementary Materials Requirements for Overseas Issuance and Listing Filing (June 8, 2026 - June 12, 2026)".

New Stock News | Nuoling Biotech Plans Hong Kong IPO, CSRC Requires Explanation of Compliance of Implemented Equity Incentive Plans

On June 12, the China Securities Regulatory Commission released supplementary materials requirements for overseas issuance and listing applications (from June 8, 2026 to June 12, 2026).

New Stock News | Fujian Wanchen Food Group (300972.SZ) is planning a Hong Kong IPO. The China Securities Regulatory Commission requires additional information on all pending litigation, arbitration cases, and other matters related to the company.

The China Securities Regulatory Commission releases "Requirements for Supplementary Materials for Overseas Issuance and Listing Filings (June 8, 2026 - June 12, 2026)."

Preview of US Stock Market | SpaceX went public! The three major stock index futures all rose. It is rumored that the US and Iran may reach an agreement as early as this weekend.

Before the US stock market opened on Friday, June 12th, futures of the three major US stock indexes rose together.

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Great Wall Motors made an appearance at the 2026 Huawei Developer Conference and was honored with two HUAWEI HiCar awards.

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The movie "Blind Shaft" has surpassed 80 million in box office revenue.

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HuYing Technology releases AI Agent

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KINGDOM HOLDING: The value of its SpaceX shares is approximately 7 billion dollars, with the stock price increasing by 4%.

25 m ago

Wang Yi talks about China-Mongolia relations: Firmly be good neighbors and good partners who trust and support each other.

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