GMT EIGHT - OPPORTUNITIES IN CHINA

The Bank of China Market Traders Association has launched a self-disciplinary investigation into six lead underwriters.

The China Foreign Exchange Trading System Interbank Market Dealers Association has launched a self-discipline investigation into 6 lead underwriters.

"Ecological card slot + "AI, going overseas" dual-drive, how will WANKA ONLINE (01762) break through in the second half to sprint to a hundred billion?"

Based on its unique advantages in the ecosystem of mobile phone manufacturers and strong business performance, Wan Kaying announced that it will consolidate its leading position and strive to achieve a revenue of one billion within five years through the dual-drive strategy of "embracing AI + exploring new overseas markets".

Goldman Sachs Group, Inc. evaluates the AI chip industry chain: NVIDIA Corporation (NVDA.US) and three other companies receive buy ratings, using a "barbell strategy" to layout the semiconductor sector.

"Barbell" investment strategy: it is necessary to focus on leading companies in terms of performance and software ecosystem, as well as pay attention to the cost advantage leaders in niche sectors.

Super Power Electronics has successfully passed the IPO review by the Shanghai Stock Exchange Listing Committee. The company's main business is automotive electronic PCB.

On July 10th, Chaoying Electronic Circuits Co., Ltd. (referred to as Chaoying Electronics) passed the listing committee meeting of the Shanghai Stock Exchange.

"AI belief" shocks the world! NVIDIA Corporation (NVDA.US) market value reaches the top of the world, setting sail towards a $5 trillion market cap.

From GPU to "G4T": NVIDIA's market value exceeds 4 trillion, AI frenzy sparks another super bull market.

Omdia: It is estimated that the shipments of game console displays will exceed 15 million units by 2025.

Omdia predicts that the shipment of game console displays will exceed 15 million units in 2025, an increase of 200% compared to the previous year.

The "Cost Reduction and Efficiency Enhancement Wave" of the AI era is coming! Microsoft Corporation (MSFT.US) layoffs 15,000 people and hands over customer service and programming tasks to AI.

Microsoft's "cost reduction and efficiency improvement" sword: saved 500 million dollars with the help of AI, while cutting 15,000 jobs.

Meta hires Apple Inc. executives for over 200 million USD, escalating the Silicon Valley AI talent battle.

This kind of high-profile recruitment strategy has surpassed the traditional executive category in terms of compensation, even exceeding the level of remuneration for the CEOs of major global banks.

Four-day strategy falls into the dilemma of "promotion fatigue"! Amazon.com, Inc. (AMZN.US) Prime Day event encountered a setback on the first day.

Amazon has extended its annual Prime Day member summer promotion from two days to four days, betting that a longer promotion period will give consumers more time to browse millions of discounted items on its vast online store.

Fuel cell included in the exemption Bloom Energy (BE.US) stock price surged by 18.15%, JP Morgan upgraded its rating to hold.

Tax exemption policies will enhance Bloom Energy's pricing power in negotiations with data center customers, while also stimulating demand from price-sensitive non-data center customers.

Trump hits Brazil hard, announcing a 50% tariff on their goods.

President Trump announced on Wednesday that starting from August 1st, the United States will impose import tariffs of up to 50% on goods from Brazil.

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.

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4 m ago

The "activity level" of the real estate market continues to increase, with more than 340 policies issued in various regions in the first half of the year.

11 m ago

Britain is experiencing its third heatwave this summer.

16 m ago

In the first half of the year, the total demand for food cold chain logistics services in our country is estimated to be approximately 192 million tons.

16 m ago

Deputy President of the China Iron and Steel Industry Association: China, as the world's largest steel domestic demand market, will exist in the long term.

18 m ago

35% The US imposes a 35% tariff on Canada, experts say Trump is creating new negotiation leverage.

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