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Key News 1. Shanghai releases "Seven Measures" for the housing market, further reducing housing purchase restrictions. 2. Sichuan: Expanding provincial-level "computing power vouchers" and exploring the formulation of "scenario vouchers" and "model

2026-02-25

Key News 1. Shanghai releases "Seven Measures" for the housing market, further reducing housing purchase restrictions. 2. Sichuan: Expanding provincial-level "computing power vouchers" and exploring the formulation of "scenario vouchers" and "model vouchers" policies. Individual Stock News 1. Data on main capital flows shows that Northern Rare Earth saw the largest net inflow of main capital at 3.625 billion yuan, followed by Shenghong Technology, Baogang Steel, Aerospace Development, and Foxconn Industrial Internet; Kunlun Tech saw the largest net outflow of main capital at 1.858 billion yuan, followed by GigaDevice, GCL System Integration, Tianfu Communication, and BlueFocus. 2. Metersbonwe experienced a dramatic price swing, with the company responding that there is no "manipulated stock" situation. 3. Is the ex-factory price of Feitian Moutai to be raised to 1299 yuan? Kweichow Moutai responds: There is no need to believe online rumors. 4. Hengbang Shares: The expansion of the Liaoshang Gold Mine and other projects are expected to be put into production in the second half of 2027. 5. Haozhi Electromechanical: Has established a business partnership with LandSpace. 6. Kaige Precision Machinery: Has delivered 800G and 1.6T optical module automated assembly lines to overseas customers. 7. Zhongtian Technology: Launched a special optical fiber expansion project at its Indonesian factory. 8. Hengbang Shares: Projects such as the expansion of the Liaoshang Gold Mine are expected to commence production in the second half of 2027.

Other News
2026-02-25

The A-share computing power leasing sector fluctuated and declined, with Capital Online falling by more than 10%, Qingyun Technology, UCloud, Tongniu Information, and Wangsu Science & Technology falling by more than 5%, and Litong Electronics and Zho

The A-share computing power leasing sector fluctuated and declined, with Capital Online falling by more than 10%, Qingyun Technology, UCloud, Tongniu Information, and Wangsu Science & Technology falling by more than 5%, and Litong Electronics and Zhongbei Communication following suit.
2026-02-25

International 1. JPMorgan: Gold prices are expected to reach $6,300/oz by the end of 2026. 2. UBS: Gold prices are expected to reach $6,200/oz in the coming months. 3. Citigroup: Bullish on copper prices in the short term, expecting them to rise t

International 1. JPMorgan: Gold prices are expected to reach $6,300/oz by the end of 2026. 2. UBS: Gold prices are expected to reach $6,200/oz in the coming months. 3. Citigroup: Bullish on copper prices in the short term, expecting them to rise to $14,000 in the next three months. 4. Goldman Sachs: AI contributed almost nothing to US GDP last year. 5. Reuters survey: The S&P 500 is expected to rise 10% to 7,500 points by the end of 2026. 6. Societe Generale: Geopolitical uncertainty supports safe-haven demand in the bond market. 7. ING: The pound may fall if the Bank of England governor hints at a rate cut in March. 8. Scotiabank: The Bank of Canada is expected to hold rates steady until the outlook becomes clearer. Domestic 1. CITIC Securities: Domestic large-scale computing models exceeded expectations; focus on investment opportunities in domestic computing power. 2. CITIC Securities: Similar to the storage supercycle, this round of the electronics manufacturing cycle may be even more intense. 3. CITIC Securities: Domestic and international large-scale models are undergoing intensive iterations; we remain optimistic about the AI industry chain. 4. CITIC Securities: AIDC construction drives demand for supporting equipment; we are focusing on the gas turbine, engine, and other related industry chains. 5. Founder Securities: The AI major cycle has begun, with broad prospects for overseas expansion. 6. Galaxy Securities: Several flagship new energy products are expected to be launched successively after the holiday, and the automotive market consumption is expected to recover.
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