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Citigroup initiated coverage of Zhongji Xuchuang (03308.HK) H shares with a buy rating and a HK$1,524 price target, based on 16.2x its 2027 forecast P/E. The bank forecasts 2025–28 revenue and net profit CAGRs of 129% and 149%, driven by strong AI op

2026-09-07

Citigroup initiated coverage of Zhongji Xuchuang (03308.HK) H shares with a buy rating and a HK$1,524 price target, based on 16.2x its 2027 forecast P/E. The bank forecasts 2025–28 revenue and net profit CAGRs of 129% and 149%, driven by strong AI optical-communications demand, bandwidth upgrades, rapid capacity expansion, improved product mix, rising silicon-photonics adoption and operation leverage. Citigroup highlights the company’s broad product set, scalable manufacturing, advanced R&D, resilient supply chain and relationships with leading cloud and AI customers as supports for its AI-era leadership.

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2026-09-06

Defense analyst Wolfgang Pustai said Iran's recent attack on US warships was a "calculated escalation," noting Tehran targeted a guided‑missile destroyer and, notably, an aircraft carrier — the core pillar of US military operations against Iran. US f

Defense analyst Wolfgang Pustai said Iran's recent attack on US warships was a "calculated escalation," noting Tehran targeted a guided‑missile destroyer and, notably, an aircraft carrier — the core pillar of US military operations against Iran. US forces successfully evaded the strike. Pustai called the attack a "lucky opportunity" for Iran and said that, had it succeeded, Washington would have faced questions over how, and whether, to continue the war. He described the episode as a "very, very major" development and said US retaliation would not be surprising.
2026-09-07

[Exclusive Article for Futures Trading Monitoring Tools] New Column – Mid-Day Focus in European and American Sessions: AI Trading and Oil Price Risks Rise Simultaneously? Saxo Bank points out that strong non-farm payrolls have revived bets on a Septe

[Exclusive Article for Futures Trading Monitoring Tools] New Column – Mid-Day Focus in European and American Sessions: AI Trading and Oil Price Risks Rise Simultaneously? Saxo Bank points out that strong non-farm payrolls have revived bets on a September Fed rate hike, putting pressure on US stocks and precious metals; however, OpenAI's release of GPT-6 has revitalized the semiconductor sector, with Asian chip stocks showing significant strength. Meanwhile, escalating US-Iran tensions continue to push up crude oil and diesel prices. The real test in European and American sessions may lie in the tug-of-war between energy risks and interest rate expectations. Click to read.
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