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Samsung Electronics: The return of the remaining funds will include a large-scale stock buyback and cancellation program, as well as cash dividends.
2026-10-29
Samsung Electronics: The return of the remaining funds will include a large-scale stock buyback and cancellation program, as well as cash dividends.
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2026-10-28
Internationally: 1. JPMorgan: Gold still faces downside risks due to persistently thin liquidity and room for further interest rate increases. 2. Morgan Stanley: US stocks still need to overcome three major hurdles before the next rebound: AI fundi
Internationally: 1. JPMorgan: Gold still faces downside risks due to persistently thin liquidity and room for further interest rate increases. 2. Morgan Stanley: US stocks still need to overcome three major hurdles before the next rebound: AI funding, election risks, and liquidity. 3. Deutsche Bank: US stocks may be at the bottom of the final round of decline this year, with a year-end rally expected. 4. BlackRock: The energy shock will leave long-term scars on the European economy. 5. BMO: The Fed is expected to release hawkish pause signals, with several officials potentially dissenting. 6. Jefferies: Fed Chairman Warsh is expected to focus on credibility. 7. Standard Chartered: Rising US stocks and Treasury yields are beneficial for risk-sensitive currencies. 8. Capital Economics: Weak credit demand in the Eurozone indicates growth risks. 9. Westpac: The Reserve Bank of New Zealand is expected to continue raising interest rates this week, with rates potentially reaching 3.5% in February next year. 10. French asset management company: Economic data supported a Fed rate hike, but the Fed is expected to remain on hold. Domestic: 1. CITIC Securities: The Fed's monetary policy is more likely to be influenced by politics than economics. 2. Huatai Securities: Major AI companies are increasing investment in "embedded brains," with data acquisition and hardware sectors expected to benefit first. 3. CITIC Securities: Clothless interconnection is a key step in upgrading high-speed copper interconnection; prioritize leading CCL/PP companies. 4. Guotai Haitong: Optimus has started prototype trial production; physical AI is expected to accelerate breakthroughs. 5. Guotai Haitong: Kimi K3.1 Pro was released; optimistic about the booming open-source model ecosystem driving the accelerated implementation of AI applications. 6. Huayuan Securities: A-shares may have entered a window of opportunity for investment value. 7. Huafu Securities: A-share Q3 earnings improved, with companies in four industrial chains contributing 96.6% of the profit increase.
2026-10-28
The China Earthquake Networks Center officially reported that a magnitude 3.0 earthquake occurred at 20:41 on October 28 in Zadoi County, Yushu Prefecture, Qinghai Province (32.77 degrees north latitude, 94.14 degrees east longitude), with a focal de
The China Earthquake Networks Center officially reported that a magnitude 3.0 earthquake occurred at 20:41 on October 28 in Zadoi County, Yushu Prefecture, Qinghai Province (32.77 degrees north latitude, 94.14 degrees east longitude), with a focal depth of 10 kilometers.
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