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U.S. Treasury Secretary Bessenter: The Treasury Department is reviewing a proposal for $5,000 checks.

2026-09-15

U.S. Treasury Secretary Bessenter: The Treasury Department is reviewing a proposal for $5,000 checks.

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2026-09-15

International 1. Morgan Stanley joins the hawkish camp, predicting a 25 basis point rate hike by the Federal Reserve in September and December respectively. 2. Mizuho Securities: The 10-year US Treasury yield appears unlikely to rise further. 3. C

International 1. Morgan Stanley joins the hawkish camp, predicting a 25 basis point rate hike by the Federal Reserve in September and December respectively. 2. Mizuho Securities: The 10-year US Treasury yield appears unlikely to rise further. 3. Commerzbank: If the 10-year US Treasury yield remains above 5%, financial conditions will tighten further. Domestic 1. CICC: Short-term external disturbances amplify the phased volatility of global risk assets. 2. Galaxy Securities: El Niño's impact on non-ferrous metals is mostly localized and short-term. 3. CITIC Securities: The metals industry's performance growth continues to accelerate; valuation repair in sub-sectors is worth noting. 4. CITIC Securities: The Optoelectronics Expo confirms the high prosperity of the optical communication industry; the entire industry chain is still in a period of rapid growth. 5. CITIC Securities: Policy support for industry governance is increasing, and central and local government restructuring is proceeding simultaneously. 6. CITIC Securities: Leading cleanroom companies see a significant increase in semiconductor-related orders; demand for semiconductor equipment is expected to follow suit. 7. CITIC Securities: The industry is currently in a period of triple resonance and volume expansion, and we remain optimistic about the investment value of the liquid cooling sector.
2026-09-15

The two major automakers from the north and south of China are "marrying up," with FAW becoming the second largest shareholder of GAC Group!

The two major automakers from the north and south of China are "marrying up," with FAW becoming the second largest shareholder of GAC Group!
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