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The U.S. Treasury Department website shows that the U.S. has issued new sanctions related to Iran.
2026-06-03
The U.S. Treasury Department website shows that the U.S. has issued new sanctions related to Iran.
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2026-06-02
Internationally 1. Deutsche Bank: The market is extremely sensitive to any negative news related to Iran. 2. Morgan Stanley Funds: Market opportunities are expected to spread from a few core sectors to more technology sectors. Domestically 1. CIC
Internationally 1. Deutsche Bank: The market is extremely sensitive to any negative news related to Iran. 2. Morgan Stanley Funds: Market opportunities are expected to spread from a few core sectors to more technology sectors. Domestically 1. CICC: The current A-share market is better off being "stable" than "fast-moving". 2. Huatai Securities: Coal-fired power is expected to directly benefit from record-high electricity load. 3. Huatai Securities: AI drives the demand for photosensitive dry film, with broad prospects for domestic substitution. 4. CITIC Securities: AI commercialization is accelerating, and the technology market is experiencing volatility and divergence. 5. CITIC Securities: Pipeline network upgrades are gaining momentum, and the steel pipe sector is poised for a value reassessment. 6. CITIC Securities: The overall supply and demand pattern of the lithium battery industry is expected to see an upward trend in the second half of the year. 7. CITIC Securities: High-frequency and high-speed demand, such as computing power, is growing rapidly, and electronic-grade PTFE is expected to be widely used. 8. Galaxy Securities: Peak season coincides with the World Cup; optimistic about craft beer and regional brand expansion. 9. Huaxi Securities: Focus on the opportunities presented by the localization of electronic copper foil and the price increase cycle of lithium battery copper foil.
2026-06-02
Kremlin: The peace process is temporarily suspended, but Russia and the United States are continuing their contacts on the Ukraine issue.
Kremlin: The peace process is temporarily suspended, but Russia and the United States are continuing their contacts on the Ukraine issue.
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