LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Data released by the Bank of Korea on Tuesday showed that foreign investors were net sellers of South Korean stocks for the fifth consecutive month in June, despite a sharp rise in South Korean stocks driven by technology stocks during this period. According t…
Tickers appearing most often in the latest published notes.
Data released by the Bank of Korea on Tuesday showed that foreign investors were net sellers of South Korean stocks for the fifth consecutive month in June, despite a sharp rise in South Korean stocks driven by technology stocks during this period. According t…
Data released by the South Korean government on Tuesday showed that driven by the artificial intelligence boom, South Korea's information and communication technology (ICT) product exports reached US$253.9 billion in the first half of this year, a year-on-year…
After the legal dispute between Apple and OpenAI, OpenAI CEO Sam Altman's "old enemy" and SpaceX and Tesla CEO Musk also quickly joined the "battlefield" and launched a fierce "verbal attack" on Altman, accusing the latter of taking "fraud to a new level." Mus…
China Financial News Agency reported on July 14 that Nasdaq futures turned higher and S&P 500 futures fell 0.06%.
SK Hynix continued its violent decline in Seoul on Tuesday, with a drop of more than 20% in two days; global AI hardware stocks suffered a sell-off, exacerbating the market's doubts that this year's astonishing rise in chip stocks "rose too fast and went too f…
According to data from international market research organization IDC, in the quarter ended in June, Huawei Technologies Co., Ltd. The company further expanded its leading position in China's smartphone market. Faced with rising price pressure, consumers eithe…
On July 13, local time, SK Hynix ushered in its first regular trading day on the Nasdaq Global Select Market through American Depository Receipts (ADRs). After a 12.76% surge in pre-issuance trading on July 10, its ADRs fell 9.32% to close at $152.35 per share…
According to the Financial Associated Press on July 14, Royal Bank of Canada raised the target share price of ASML from US$1,700 to US$2,000
The performance in 2Q26 exceeded expectations, with ASP (average selling price) soaring 50%+ month-on-month, and the proportion of server sales rising to more than 20%. AI demand, memory supply shortages and long-term agreements (LTA) are the core supporting i…
Bernstein released SAP (SAP.GR) 2Q26 forward-looking report, believing that the company's performance will be slightly higher than market consensus and reiterated full-year guidance. The core point of the report is that the "narrative" in the market that AI wi…
Bernstein pointed out that Delta Air Lines (DAL.US) adjusted diluted EPS in 2Q26 was US$1.56, exceeding the upper limit of the company's own guidance and market expectations. More importantly, the company reiterated its FY26 EPS guidance ($6.5-$7.5), noting th…
JPMorgan Chase released a research report on China's AI industry, pointing out that the capital investment intensity of domestic independent large-scale model companies has increased sharply, with cumulative financing exceeding US$20 billion since 2026. The re…
JPMorgan Chase’s China Quantitative Strategy Report points out that the previous style of growth stocks significantly outperforming value stocks may be coming to an end. The key signal is that the valuation of Expensive Leadership is in an extremely stretched…
Bernstein's report pointed out that TSMC's 2Q26 revenue reached the upper edge of the company's previous guidance range, showing continued strong demand for AI and HPC. Despite market concerns about weak consumer electronics demand and macro uncertainty, TSMC'…
The report pointed out that the core advantage of Bilibili lies in its highly sticky and interactive community culture, which is a solid foundation for the continued growth of commercialization. Contrary to market concerns about user growth peaking, management…
After interviews with LLM experts, Nomura Securities pointed out that China’s large model industry is shifting from an “arms race” to “application implementation.” Experts say the gap in model capabilities is narrowing, with the popularity of open source model…
Goldman Sachs commented on oil exports from the Gulf region, believing that short-term uncertainty has increased, but in the long term, diversified pipeline export capabilities can serve as an effective hedging tool. The report pointed out that the market is w…