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Icelandic Prime Minister: We will continue to strengthen relations with the European Economic Area (EEA). This government will not engage in accession negotiations with the EU.

2026-08-30

Icelandic Prime Minister: We will continue to strengthen relations with the European Economic Area (EEA). This government will not engage in accession negotiations with the EU.

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2026-08-30

Haimeixing reported H1 2026 revenue of 3.073 billion yuan, up 84.64% YoY, and net profit attributable to shareholders of 51.915 million yuan, reversing a year-ago loss. Company attributed the turnaround to substantial order growth from new energy and

Haimeixing reported H1 2026 revenue of 3.073 billion yuan, up 84.64% YoY, and net profit attributable to shareholders of 51.915 million yuan, reversing a year-ago loss. Company attributed the turnaround to substantial order growth from new energy and AI-compute sectors and operational improvements.
2026-08-30

CITIC Securities says post-2022 the A-share market has settled into persistent, structural rapid sector rotation; extreme rotation episodes typically last about 1–2 months and reflect insufficient breadth of earnings upgrades and a shortage of sustai

CITIC Securities says post-2022 the A-share market has settled into persistent, structural rapid sector rotation; extreme rotation episodes typically last about 1–2 months and reflect insufficient breadth of earnings upgrades and a shortage of sustainable lead themes. Rising trade tensions and larger exchange-rate translation swings are constraining offshore/export earnings narratives and valuations, narrowing market breadth and reinforcing fast sector rotation. Recent AI strengthens progresses an existing rapid rise in compute demand but is insufficient to change the long-term commercialization narrative; only further technical shifts (e.g., RSI, anti-distillation) could materially expand long-term valuation space. In high-rotation regimes, low-valuation strategies generally outperform; PB-ROE strategies show a clear edge and see returns rise with rotation speed, while momentum strategies are most impaired. Under rapid rotation, upside tends to be valuation repair in names with earnings support. Recommended mid-term allocation is a barbell of AI + energy/chemicals: expect AI concentration in Q2 and a gradual warming in energy/chemicals thereafter.
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