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SAMSUNG ELEC: HBM REVENUE TO MORE THAN TRIPLE THIS YEAR FROM 2025 SAMSUNG ELEC: HBM CAPACITY HAS BEEN SOLD OUT

2026-04-30

SAMSUNG ELEC: HBM REVENUE TO MORE THAN TRIPLE THIS YEAR FROM 2025 SAMSUNG ELEC: HBM CAPACITY HAS BEEN SOLD OUT

Other News
2026-04-30

International 1. Morgan Stanley: Expects the Federal Reserve to keep interest rates unchanged in 2026, compared to previous forecasts of rate cuts in September and December. 2. Morgan Stanley: Prepare for a US stock market correction; the peak of p

International 1. Morgan Stanley: Expects the Federal Reserve to keep interest rates unchanged in 2026, compared to previous forecasts of rate cuts in September and December. 2. Morgan Stanley: Prepare for a US stock market correction; the peak of panic presents a good buying opportunity. 3. SignatureFD: The threshold for a Fed rate hike remains high. 4. Clearwater Analytics: The Fed remains on hold, continuing its wait-and-see approach; political pressure to cut rates has failed. 5. Barclays: The UAE's exit from OPEC will lead to faster growth in its oil supply. 6. BNP Paribas: The Middle East conflict has a wide-ranging impact, enough to damage the global economy. 7. BNP Paribas: While US economic growth is relatively strong, the dollar will still weaken. 8. ANZ: The UAE's exit from OPEC will have a limited short-term impact on oil prices. Domestic 1. CICC: The next Fed rate cut may be delayed until the fourth quarter. 2. CICC: Theoretically, the Fed should cut rates twice; the actual number depends on oil prices and Trump's actions. 3. Huatai Securities: The threshold for a Fed rate cut in 2026 has increased. 4. CITIC Securities: The market guidance effect of the Fed Chairman's speeches has decreased compared to the past. 5. CICC: Continues to be optimistic about core investment areas such as optical communication, customized chip services, memory, and wafer foundry. 6. CITIC Securities: The tanker and bulk carrier rotation cycle is upward, and new ship prices are marginally recovering.
2026-04-30

ECB SAYS ECB WILL CLOSELY MONITOR SITUATION AND FOLLOW A DATA-DEPENDENT AND MEETING-BY-MEETING APPROACH TO DETERMINING APPROPRIATE MONETARY POLICY STANCE

ECB SAYS ECB WILL CLOSELY MONITOR SITUATION AND FOLLOW A DATA-DEPENDENT AND MEETING-BY-MEETING APPROACH TO DETERMINING APPROPRIATE MONETARY POLICY STANCE
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