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Swedish Foreign Ministry summoned a Russian diplomat.

2026-08-03

Swedish Foreign Ministry summoned a Russian diplomat.

Other News
2026-08-03

1. Goldman Sachs released its August 2026 Asia Pacific Conviction List. Five new stocks were added: Hong Kong Exchanges and Clearing Limited (HKEX), Keyence, BYD, Samsung Electronics, and Shengyi Technology. In terms of expected gains, Goldman Sachs

1. Goldman Sachs released its August 2026 Asia Pacific Conviction List. Five new stocks were added: Hong Kong Exchanges and Clearing Limited (HKEX), Keyence, BYD, Samsung Electronics, and Shengyi Technology. In terms of expected gains, Goldman Sachs clearly favors AI hardware and semiconductors: the technology sector has the highest weighting and the strongest expected gains (60%~151%), all being core players in the AI industry chain, suggesting that Goldman Sachs views this AI correction as a good opportunity to increase holdings. 2. Nanya Circuit Board (expected upside +151%) and Shengyi Technology (upside +134%) rank first and second in terms of upside potential on the list, mainly involved in copper-clad laminates and PCB materials for AI servers. BYD and HKEX reflect confidence in global expansion and the return of funds to Hong Kong stocks, respectively. 3. Samsung Electronics, a mega-cap stock with a market capitalization of $1.235 trillion, possesses an exceptionally high potential upside of 87%, especially considering that other investment banks significantly lowered their target prices for Samsung at the end of July (Shinhan Securities from $590,000 to $450,000, and JPMorgan Chase from $480,000 to $400,000). Goldman Sachs, on the contrary, further strengthened its long-term bullish stance that "supply shortages may continue until 2028." (Source: Goldman Sachs)
2026-08-03

[Futures Hotspot Tracking] Cost accounting models are reshaping industry order, and leading companies are required to play an exemplary role. Polysilicon futures once surged by more than 8%, but given the grim reality of "high inventory and weak dema

[Futures Hotspot Tracking] Cost accounting models are reshaping industry order, and leading companies are required to play an exemplary role. Polysilicon futures once surged by more than 8%, but given the grim reality of "high inventory and weak demand," can this rebound, supported by sentiment and costs, be sustained?
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