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03/09/2025

According to a report released by Huayuan Securities on September 1, China Shipbuilding (600150.SH) was given a buy rating. The main reasons for the rating include: 1) the company has sufficient and high-priced orders on hand, resulting in high certainty of continuous profit growth over the next three years; 2) the planned absorption and merger with China Heavy Industries is expected to enhance synergies; and 3) short-term adjustments in ship prices will not change the upward cycle. (Daily Economic News)

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4 m ago

On September 2, Nvidia responded to media speculation about the tight supply and "sold out" of its H100 and H200 chips. The company clarified that its cloud partners can rent all available H100 and H200 chips online, but this will not affect its ability to fulfill new orders. The company guarantees that its inventory is sufficient to meet all orders on time. In addition, the company denied the claim that H20 products have reduced the supply of its H100, H200, or Blackwell chips and emphasized that the sale of H20 will not affect the production or supply of other Nvidia products.

7 m ago

European bonds are caught up in a global sell-off, with the 30-year German bond yield rising about 5 basis points.

10 m ago

European Central Bank Council member Mller: With inflation close to target and the economy showing resilience, the central bank has the ability to keep interest rates unchanged next week. Given the possibility of a gradual recovery in economic activity, this view is "logical." The current reasonable approach is to spend time monitoring economic data released in the coming months and making different decisions when necessary.

10 m ago

European Central Bank board member Muller: Keeping interest rates unchanged and observing the economic situation is reasonable.

13 m ago

The US Court of Appeals ruled that Musk's social media platform X Corp. is exempt from being compelled to pay arbitration fees to Twitter employees.

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