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Real-time News
2026-08-06
1. Changxin Memory rejects Apple's price reduction request, offering a price close to Samsung and SK Hynix. 2. Analysts expect SK Hynix to announce a buyback plan "soon". 3. Memory shortage may continue until 2027; Samsung, SK Hynix, and Micron's p
1. Changxin Memory rejects Apple's price reduction request, offering a price close to Samsung and SK Hynix. 2. Analysts expect SK Hynix to announce a buyback plan "soon". 3. Memory shortage may continue until 2027; Samsung, SK Hynix, and Micron's production capacity has been sold out ahead of schedule. 4. Are the sharp drops in Samsung and SK Hynix prices a misjudgment? Goldman Sachs: HBM is expected to rise by up to 100% next year. 5. Yu Chengdong: High memory prices may lead to large-scale price increases in mobile phones. 6. SanDisk's Q4 revenue for fiscal year 2026 increased by 372% year-on-year; the company's board of directors approved a $14 billion stock buyback program. 7. Institutions: Global high-end mobile phone market share reached a record high of 29% in the first half of the year, with Apple and Samsung leading the way. 8. Institutions: DDR chip price increases are slowing; NAND price rebound momentum is insufficient. 9. Western Digital's Q4 revenue for fiscal year 2026 was $3.75 billion, a year-on-year increase of 44%. 10. Institution: Mobile energy storage demand is booming, with shipments expected to grow by over 80% year-on-year in 2026. 11. Institution: Global mainstream DRAM manufacturers' combined revenue reached $284.1 billion in the first half of 2026, a year-on-year increase of over 300%.
2026-08-06
STAR Market 50 Index rose nearly 2%; component stocks Yuanjie Technology jumped over 5%, Advanced Micro-Fabrication Equipment (AMEC) and Cambricon gained over 3%.
STAR Market 50 Index rose nearly 2%; component stocks Yuanjie Technology jumped over 5%, Advanced Micro-Fabrication Equipment (AMEC) and Cambricon gained over 3%.
2026-08-06
The STAR Market 50 Index rose nearly 2%, with Yuanjie Technology rising over 5%, and AMEC and Cambricon rising over 3%.
The STAR Market 50 Index rose nearly 2%, with Yuanjie Technology rising over 5%, and AMEC and Cambricon rising over 3%.
2026-08-06
JP Morgan cuts Disney (DIS.N) PT to $137 from $140.
JP Morgan cuts Disney (DIS.N) PT to $137 from $140.
2026-08-06
JPMorgan Chase lowered its price target for Disney (DIS.N) from $140 to $137.
JPMorgan Chase lowered its price target for Disney (DIS.N) from $140 to $137.
2026-08-06
China A-share market opened lower then rallied; the ChiNext index rose over 1%, the Shenzhen Component gained 0.62% and the Shanghai Composite added 0.35%.
China A-share market opened lower then rallied; the ChiNext index rose over 1%, the Shenzhen Component gained 0.62% and the Shanghai Composite added 0.35%.
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