Zheshang: How should we view the 10-year U.S. Treasury yield breaking above 5%?

After the Fed's September rate hike was implemented, the U.S. Treasury market stabilized in the short term, but the issues driving the rise in Treasury yields have not been fundamentally resolved.

3 h ago

As the Bank of Japan raises interest rates, hedge funds turn bullish on the yen for the first time in over a year.

Hedge funds turned net long on the yen for the first time since July 2025, only to be blindsided by the Bank of Japan's dovish stance.

4 h ago

New Stock News | Zhejiang Jingxin Pharmaceutical (002020.SZ) Files Again with HKEX, Has Successfully Launched Class 1 Innovative Drug Didaxini

According to a disclosure by the Hong Kong Stock Exchange on September 18, Zhejiang Jingxin Pharmaceutical Co., Ltd. (referred to as Jingxin Pharmaceutical, 002020.SZ) has once again submitted a listing application to the Main Board of the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor.

6 h ago

New Stock News | Zhejiang Jingxin Pharmaceutical (002020.SZ) Files Again with the Hong Kong Stock Exchange

According to a disclosure by the Hong Kong Stock Exchange on September 18, Zhejiang Jingxin Pharmaceutical Co., Ltd. (referred to as Jingxin Pharmaceutical, 002020.SZ) has once again submitted an application for listing to the Main Board of the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor.

7 h ago

Cui Dongshu: Auto exports reached $129.1 billion in January-August, up 53%; China's auto industry is highly dynamic.

Auto exports reached $129.1 billion in January-August 2026, up 53%; auto exports in August were $18.3 billion, up 43%. China's auto industry is highly dynamic.

8 h ago

CITIC SEC: Ultimate Heat Dissipation Arrives, Diamond Ushers in Its First Year of Industrialization

Driven by three factorsthe steep rise in AI chip power consumption, traditional metal heat dissipation approaching its physical limits, and the continuous optimization of diamond preparation technologies and processesthe diamond heat dissipation industry is poised to embrace investment opportunities in its first year of industrialization.

8 h ago

CITIC SEC: Huawei Connect Conference releases new AIDC energy infrastructure products, accelerating upgrades in energy storage and liquid cooling.

Huawei releases multiple new AIDC energy infrastructure products: high-voltage direct current, multi-layer energy storage, and liquid cooling become important evolution directions.

9 h ago

CITIC SEC: Ascend 960 release moved up; the entire domestic computing power industry chain will benefit.

Huawei's 2026 Connect Conference shows that domestic computing power has escalated from "single-card" competition to full-stack competition based on "system-level solutions," and the entire domestic computing power industry chain will benefit.

9 h ago

SanDisk (SNDK.US) surged 11%, storage and chip stocks saw massive volume in "short-term options," has the "AI stock god" made a move again?

Two-week contracts leave almost no margin for error.

10 h ago

Meta (META.US)-related data center's first junk bond receives over four times subscription; strong demand drives premium issuance.

The first junk bond issuance from a Meta Platforms-owned data center attracted demand exceeding four times the deal size, with attractive yields also drawing in investors.

12 h ago

Alphabet Inc. Class C (GOOGL.US) joins the ranks of AI intrusion disclosures: Gemini guessed passwords during testing and accessed three real enterprise systems.

Google joins OpenAI, Anthropic, and Meta in disclosing AI agent intrusion incidents.

14 h ago

US stock index adjustments take effect next Monday: Bloom Energy (BE.US) and Everpure (P.US) among others to be added to the S&P 500, with changes also seen in small- and mid-cap stocks.

Bloom Energy, Illumina, and Everpure will be added to the S&P 500 index, while several other companies will be added to the S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices.

14 h ago

Hedge funds turn bullish on the yen for the first time in 14 monthsis a reversal signal emerging for carry trades?

Hedge funds turned bullish on the yen for the first time since July 2025 and began betting on a stronger yen.

15 h ago

Is the Fed repeating its 2022-style rate hikes? Bank of America warns: predicts rates returning above 5%, recommends shorting two-year Treasuries.

Bank of America warns: A Fed led by Warsh may hike rates above 5%, repeating 2022.

16 h ago

HK Bull/Bear Outstanding Qty Ratio(52:48) | September 19

As of September 19, the latest Hang Seng Index bull/bear street position ratio is 52:48.

16 h ago

Overnight US stocks | The three major indices closed mixed; Bitcoin broke through $80,000; Strategy (MSTR.US) rose over 16%.

As of the close, the Dow fell 95.39 points, or 0.18%, to 51,682.64, down 1.69% for the week; the S&P 500 rose 12.74 points, or 0.17%, to 7,650.50, down 0.08% for the week; the Nasdaq rose 104.24 points, or 0.39%, to 26,522.54, up 0.72% for the week.

17 h ago

AI "neocloud" operator Nscale (NSCL.US) races toward U.S. IPO, seeking to raise up to $3 billion; Anthropic splashes $45 billion to lock in computing power.

AI data center developer Nscale has filed for an initial public offering with the U.S. Securities and Exchange Commission, planning to list on the New York Stock Exchange under the ticker symbol "NSCL."

17 h ago

Federal Reserve signals continued interest rate hikes, dollar posts largest weekly gain in over three months.

After the Federal Reserve signaled that it will continue raising interest rates in the future, the dollar strengthened significantly this week, posting its largest weekly gain in more than three months.

17 h ago

Hedge funds turn bullish on the yen for the first time in over a year, with net long positions rising to about $1.6 billion; forex volatility intensifies after Japan and U.S. rate hikes.

The latest data from the U.S. Commodity Futures Trading Commission shows that hedge funds have turned bullish on the yen for the first time since July 2025.

17 h ago

U.S. stocks approach record highs, yet retail investors grow increasingly pessimistic! Survey shows bearish sentiment rises to 53.3%, with a notable increase in cash allocations.

The latest weekly survey released by the American Association of Individual Investors on Friday shows that, against the backdrop of oil prices remaining high and the Federal Reserve raising interest rates for the first time since 2023, investor bearish sentiment has risen to its strongest level since 2025.

17 h ago

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