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A-share memory chip concept stocks rebounded after fluctuating during the session, with Biwin Storage rising more than 9% to a new historical high. Weice Technology, Dawei Technology, Baicheng Technology, Jiangbolong, and Puran Technology also surged

2026-01-15

A-share memory chip concept stocks rebounded after fluctuating during the session, with Biwin Storage rising more than 9% to a new historical high. Weice Technology, Dawei Technology, Baicheng Technology, Jiangbolong, and Puran Technology also surged.

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2026-01-15

Federal Reserve's Bostic: Policy still needs to remain tight.

Federal Reserve's Bostic: Policy still needs to remain tight.
2026-01-15

International 1. Morgan Stanley: The increase in margin requirements is expected to have a limited impact on market liquidity. 2. Lloyds Bank: The Federal Reserve may become a scapegoat for the weak US job market. 3. Goldman Sachs: Indonesia's tig

International 1. Morgan Stanley: The increase in margin requirements is expected to have a limited impact on market liquidity. 2. Lloyds Bank: The Federal Reserve may become a scapegoat for the weak US job market. 3. Goldman Sachs: Indonesia's tightening of nickel mining quotas will push prices to $18,000. 4. RBC Capital Markets: The shift in US-Canada trade policy is a key factor influencing the outlook for the Canadian steel industry. 5. Commerzbank: With mixed bullish and bearish signals, Asian currencies tended to consolidate in early trading. 6. TD Securities: The 2/10-year US Treasury yield curve may flatten in the long term. Domestic 1. GF Securities: The necessity for the Federal Reserve to cut interest rates in the short term remains low. 2. GF Securities: Non-ferrous metals are being regarded as "the new phase of crude oil," becoming a core strategic resource narrative. 3. Huatai Securities: Better-than-expected innovative drug business development drives a resonance in the pharmaceutical sector. 4. CITIC Securities: Exports are expected to remain strong in 2026. 5. CITIC Securities: "Self-reliance and controllability, AI computing power" are expected to become the dominant theme in the electronics industry throughout the year. 6. TF Securities: External constraints remain, structural opportunities in Hong Kong stocks continue.
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