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The Iranian president approved the implementation of the first amendment to the internal regulations of the Islamic Parliament.
2026-07-27
The Iranian president approved the implementation of the first amendment to the internal regulations of the Islamic Parliament.
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2026-07-26
Israel Defense Forces says it has neutralized Hamam Eid, commander of Hamas's central-camp UAV unit. The IDF said Eid had recently been violating the ceasefire while working to restore and strengthen Hamas's aerial combat capability.
Israel Defense Forces says it has neutralized Hamam Eid, commander of Hamas's central-camp UAV unit. The IDF said Eid had recently been violating the ceasefire while working to restore and strengthen Hamas's aerial combat capability.
2026-07-26
July saw rapid margin‑financing outflows, but regulatory support and onshore incremental funds have helped stabilize short‑term liquidity. External pressures — Middle East tensions lifting oil, higher US Treasury yields and renewed Fed hike expectati
July saw rapid margin‑financing outflows, but regulatory support and onshore incremental funds have helped stabilize short‑term liquidity. External pressures — Middle East tensions lifting oil, higher US Treasury yields and renewed Fed hike expectations — have dented global risk appetite. CITIC says the AI sector’s mid‑to‑long‑term thesis remains intact: KimiK3 is reshaping the performance/cost narrative, expanding workflow coverage and accelerating vertical penetration, and Google’s counter‑trend capex increase supports a compute supply‑demand mismatch. Near term the market is likely to trade a W‑shaped bottom; investors should wait for external uncertainty to clear while rebalancing into low‑base areas with solid fundamentals and valuation‑recovery potential. Key focus: AI (upstream materials/equipment, domestic compute), midstream export manufacturing chains (new energy, machinery, shipbuilding), upstream resources and defensive plays dividend.
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