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Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
The Goldman Sachs report shows that China’s economic activities show structural differentiation. Real estate transactions and domestic flights improved, but steel production rose while demand fell. Local special bond issuance exceeded 2.36 trillion yuan, and t…
Tickers appearing most often in the latest published notes.
SK Hynix: Reached a long-term AI memory cooperation agreement with NVIDIA
Samsung Electronics: Signed a memorandum of understanding with Broadcom and plans to cooperate in areas such as memory chips, foundry services and advanced packaging by 2030, with a scale of up to US$200 billion. It will cooperate with Broadcom to develop Broa…
This week, as Google parent company Alphabet and Tesla disclosed financial reports, global chip stocks continued to fluctuate. Although both companies stated that they would continue to increase AI capital expenditures, the market response was not favorable. O…
China Financial News Agency reported on July 25 that Samsung Electronics and Broadcom signed an agreement to cooperate in the development of advanced memory chip manufacturing business. The agreement is worth more than 20 billion US dollars and has a term of 5…
Goldman Sachs: Maintain MiniMax buy rating, target price maintained at HK$860 On July 24, Goldman Sachs released a research report on the minutes of the CEO exchange meeting for MiniMax (0100.HK). The report stated: On July 23, we went to the Shanghai headquar…
Tesla released its second-quarter financial results after the close on Wednesday Eastern Time. Although the vehicle delivery and energy storage installation data were impressive, the decline in gross profit margin and high investment in production expansion in…
Moody's said in a research report released this week that share sales and off-balance sheet financing operations of these companies "threaten their credit quality." Moody's report tracks six companies, including Amazon, Meta, Oracle and CoreWeave. Despite the…
On July 25, the State Administration for Market Regulation imposed administrative penalties on Ctrip Group Co., Ltd. (hereinafter referred to as Ctrip) for abusing its market dominance to implement monopoly behavior in accordance with the law, with a total fin…
The Goldman Sachs report shows that China’s economic activities show structural differentiation. Real estate transactions and domestic flights improved, but steel production rose while demand fell. Local special bond issuance exceeded 2.36 trillion yuan, and t…
The Bernstein report pointed out that Disco Corp's single-quarter shipments reached 13.59 billion yen, with a gross profit margin of 71.3%, and subsequent shipment guidance of 14.1 billion yen exceeded expectations. Silicon Photonics and HBM have become dual g…
Deutsche Bank reported that Schindler Group's profit margin growth slowed down in the second quarter and faced stronger cost inflation and negative portfolio effects in the second half of the year. The company's orders and revenue are expected to achieve low-s…
The Deutsche Bank report pointed out that KONE's order growth was strong, but cost inflation began to appear, limiting the room for profit margin expansion. Financial forecasts show that the group's revenue and adjusted EBIT will increase slightly, with profit…
A Nomura Securities report pointed out that China’s robotics industry will present three major changes at the 2026 World Artificial Intelligence Conference (WAIC): body scale, brain lag, and data bottlenecks. Embodied intelligence has passed the inflection poi…
Put/call volume ratio: 0.80; put/call OI ratio: 0.40. Calls traded 65,082 contracts versus 51,846 puts. The nearest ATM straddle around $232.50 prices an approximate ±$3.78 move, or 1.6% of spot, through expiry. Near-OTM IV skew proxy: puts above calls by 4.9…
The company's recent quarterly results have exceeded expectations in all aspects, with strong end markets in all end markets, gross profit margin rising to 61.4%, and capital expenditure guidance leaning towards the upper limit. However, its relative valuation…
The J.P. Cloud revenue and backlog increased significantly, and third-party capacity usage increased due to supply constraints. This trend provides strong support to the general-purpose, AI ASIC and GPU server industry chains, benefiting brands, components and…
The Barclays report pointed out that the appreciation of the RMB has stalled, but the medium-term outlook has not changed. The central bank continues to guide the slowdown in the pace of appreciation. The high trade-weighted index, the slowdown in foreign exch…