It is reported that Zhongji Innolight's USD 7 billion H-share IPO has received the "green light" from the China Securities Regulatory Commission
The three major indices of the Shanghai and Shenzhen A-shares fell by 0.1% to 0.4% in the half-day session, with Cambricon dropping over 4%
It is reported that DeepSeek has begun preparations for an A-share IPO and plans to conduct a new round of financing before going public
The General Administration of Customs reports that the import and export of computing hardware increased by 56.6% year-on-year, validating high demand for AI in the industrial chain, and the upstream layout window for hardware continues
RoboParty completed nearly 500 million yuan in two rounds of financing to build an open-source embodied full-stack platform
Copper Crown Mining Construction Company wins the bid for the ultra-deep vertical shaft project at the Daping Phosphate Mine under CATL
$CAM CSI300(03188.HK) $SMIC(00981.HK) $HUA HONG GRACE(01347.HK) $MONTAGE TECH(06809.HK) $KNOWLEDGE ATLAS(02513.HK) $MINIMAX-W(00100.HK)Olga：Hello！歡迎來到我們今天的中信證券特約時間！Sam：哎，Hello！大家好，今天剛好趕上熱點了，這一天做節目肯定很多人關注。Olga：對，大家快來快來。我們其實昨天港股休了一天...
First, the core view: Now (March '26) we should temporarily leave the A-share market, reduce positions at highs when the Shanghai Composite Index is above 4000, and wait for a pullback to within 3800-3850 before considering re-entering. $SSE Index(000001.SH) Let's first review the reasons for the previous rise in A-shares. Internal factors: low valuations, the A-share P/E ratio was at a historical low before 9/24/24; increased holdings by the national team; insurance funds entering the market; a shift of household deposits; many industries have expectations or narratives of profit improvement or growth...
New Year, time to review the investments for 2025. Last year was a bull market for equity assets, with the A-share market rising, the Nasdaq up 20.3%, and gold surging 64.7%. For A-shares, the CSI 300 Total Return Index rose 21%, the Partial Equity Mixed Fund Index rose 33%, the ChiNext Index rose 49%, and the CSI 2000 rose 36%. The sectors that rose the most last year were mainly concentrated in the technology sector and small-cap stocks. Looking back now, it was easy to make money last year, with the market rising from the beginning to the end of the year, as long as you bought broad-based indices...
