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According to TASS, the Russian federal budget may receive an additional 1 trillion rubles in revenue due to the situation in the Strait of Hormuz.

2026-06-05

According to TASS, the Russian federal budget may receive an additional 1 trillion rubles in revenue due to the situation in the Strait of Hormuz.

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2026-06-05

Internationally 1. UBS: Foreign investors' willingness to allocate to Chinese assets is increasing, with significant room for further increases. 2. Fitch: Oil price shocks are dragging down global growth prospects, but AI investment momentum is exc

Internationally 1. UBS: Foreign investors' willingness to allocate to Chinese assets is increasing, with significant room for further increases. 2. Fitch: Oil price shocks are dragging down global growth prospects, but AI investment momentum is exceeding expectations. 3. S&P Global: Mega IPOs like SpaceX will not be quickly included in the S&P 500 index. Domestically 1. CICC: The room for further decline in Chinese bond yields is relatively limited; maintain an underweight recommendation. 2. BOC Securities: The market will gradually focus on the recovery potential of the beverage sector; leading companies may show strong performance resilience. 3. CITIC Securities: AI-related products are expected to become a new engine for my country's foreign trade growth. 4. CITIC Securities: The policy of direct green electricity connection for multiple users has been released, promoting the local consumption of new energy. 5. CITIC Securities: Diamond heat dissipation continues to iterate; diamond heat sinks and diamond-copper composite materials are the fastest to be commercialized. 6. CITIC Securities: The "1+6" reform of the Science and Technology Innovation Board has achieved significant results, forming a virtuous cycle in the ecosystem. 7. Galaxy Securities: Optimistic about the valuation recovery potential of the insurance industry. 8. Huatai Securities: A profit rebound in the insurance industry is imminent; we recommend focusing on investment opportunities in the Q2 earnings reports. 9. Huatai Securities: The optical module equipment market is approaching a turning point of accelerated growth; we are optimistic about the development of related companies in the industry chain.
2026-06-05

Canada's Ivey unadjusted PMI for May was 61.3, compared to 61.5 in the previous month.

Canada's Ivey unadjusted PMI for May was 61.3, compared to 61.5 in the previous month.
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