Aug 3 — South Korea’s KG Mobility said it signed a strategic investment agreement with China’s Chery Automobile under which Chery will invest $75 million. The firms will expand cooperation on new-vehicle development, autonomous driving and advanced SDV (software-defined vehicle) electronic/electrical (E/E) architectures. They also discussed future non-automotive businesses, focusing on robotics and semiconductors, and agreed to explore joint R&D, pilot projects and commercialization potential.

2026-08-03

Aug 3 — South Korea’s KG Mobility said it signed a strategic investment agreement with China’s Chery Automobile under which Chery will invest $75 million. The firms will expand cooperation on new-vehicle development, autonomous driving and advanced SDV (software-defined vehicle) electronic/electrical (E/E) architectures. They also discussed future non-automotive businesses, focusing on robotics and semiconductors, and agreed to explore joint R&D, pilot projects and commercialization potential.

其他消息
2026-08-03

China A-share semiconductor equipment sector slid through the session; Penghua Sci-Tech Semiconductor Equipment ETF, Huaxia Semiconductor Equipment ETF and GF Semiconductor Equipment ETF each fell more than 8%, while China Merchants Semiconductor Equipment ETF dropped 7.7%.

2026-08-03

7月31日,巴菲特指数(沪深300市值/GDP)回升至89.3%,7月下旬以来陷入震荡;股债性价比指标——沪深300指数股权风险溢价(ERP)微升至5.25%,7月以来基本保持在5.2%附近波动,处于2024年10月以来波动区间下端,暗示目前股市相对国债收益的优势一般。 -------- 注:1、巴菲特指数是通过将股市总市值和GDP来比较,判断目前股市是否高估,通常70-100%为正常估值,低于该区间为低估,高于该区间为高估。 2、沪深300指数风险溢价(ERP)主要对比沪深300收益和国债收益率,统计近10年数据可以发现该指标和股指有明显反向关系,每次股市都处于底部区域时,风险溢价均超过6%,也就是当ERP≥6%,股市有投资性价比,而当ERP≤4%时,则股市往往接近或处于阶段性高点,投资性价比低甚至要小心回调风险。