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A股零售板块开盘快速拉升,百大集团四连板、中百集团两连板,浙江东日涨超6%,中央商场、国芳集团、香江控股等跟涨。
2026-09-08
A股零售板块开盘快速拉升,百大集团四连板、中百集团两连板,浙江东日涨超6%,中央商场、国芳集团、香江控股等跟涨。
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2026-09-07
On Sept. 7 Changxin Technology held its 2026 interim results briefing. Responding to market reports that Apple tested its chips, CEO Zhao Lun said the company is open to exploring cooperation with global premium customers and that its products can compete with international peers on performance, quality and supply stability. On HBM (high-bandwidth memory), Zhao said Changxin will continue product and process iteration following its technical roadmap and commercial plan. He added server demand is
On Sept. 7 Changxin Technology held its 2026 interim results briefing. Responding to market reports that Apple tested its chips, CEO Zhao Lun said the company is open to exploring cooperation with global premium customers and that its products can compete with international peers on performance, quality and supply stability. On HBM (high-bandwidth memory), Zhao said Changxin will continue product and process iteration following its technical roadmap and commercial plan. He added server demand is robust; Changxin expanded server business in 1H and contribution from server-facing products increased as downstream demand picked up. On domestically sourced DUV lithography, the company said it has taken measures to build the supply chain, focusing on development and validation of domestic suppliers to coordinate core links such as semiconductor equipment.
2026-09-07
美光、闪迪、韩国股票ETF和DRAM板块在经历夏季整理后开始突破近期下降趋势,不过高盛认为后续需要观察夏季结束后外部资金是否重新回流韩国市场。高盛指出,韩国股市过去四周的资金流主要由公司回购支撑,而外资及其他投资者整体仍在净卖出,说明这轮上涨尚未得到更广泛资金参与。三星电子和SK海力士是近期回购的重要推动者。(上述观点来自高盛9月6日报告)
美光、闪迪、韩国股票ETF和DRAM板块在经历夏季整理后开始突破近期下降趋势,不过高盛认为后续需要观察夏季结束后外部资金是否重新回流韩国市场。高盛指出,韩国股市过去四周的资金流主要由公司回购支撑,而外资及其他投资者整体仍在净卖出,说明这轮上涨尚未得到更广泛资金参与。三星电子和SK海力士是近期回购的重要推动者。(上述观点来自高盛9月6日报告)
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