2026-03-23

A股油气股逆势走高，博迈科封涨停，首华燃气涨超8%，中曼石油、蓝焰控股、水发燃气、惠博普、通源石油等个股跟涨。

A股油气股逆势走高，博迈科封涨停，首华燃气涨超8%，中曼石油、蓝焰控股、水发燃气、惠博普、通源石油等个股跟涨。

2026-03-23

Strong AI and high-performance computing demand has left TSMC’s 2nm nodes, including the A16 process, severely oversubscribed. Even top client NVIDIA faces shortages, prompting design changes for the next-generation Feynman platform. With Meta also vying for capacity, customer queues now extend beyond 2028, and TSMC plans four consecutive years of advanced process price increases, Taiwan Economic Daily News reported.

Strong AI and high-performance computing demand has left TSMC’s 2nm nodes, including the A16 process, severely oversubscribed. Even top client NVIDIA faces shortages, prompting design changes for the next-generation Feynman platform. With Meta also vying for capacity, customer queues now extend beyond 2028, and TSMC plans four consecutive years of advanced process price increases, Taiwan Economic Daily News reported.

2026-03-23

恒生指数跌幅扩大至3%，恒生科技指数现跌2.19%。

恒生指数跌幅扩大至3%，恒生科技指数现跌2.19%。

2026-03-23

HANG SENG INDEX DOWN OVER 3%

HANG SENG INDEX DOWN OVER 3%

2026-03-23

Sinopec set a flexible 2026 budget, signaling up to a 20% cut in capital expenditure after reporting a 34% profit drop in 2025. Spending is targeted at 131.6–148.6 billion yuan, down from 164.3 billion yuan, mainly in chemicals. Declines stem from weaker fuel consumption, petrochemical oversupply, and rising crude costs amid the Middle East war. Analysts warn refining margins may face Q2 pressure from soaring oil prices and Strait of Hormuz disruptions.

Sinopec set a flexible 2026 budget, signaling up to a 20% cut in capital expenditure after reporting a 34% profit drop in 2025. Spending is targeted at 131.6–148.6 billion yuan, down from 164.3 billion yuan, mainly in chemicals. Declines stem from weaker fuel consumption, petrochemical oversupply, and rising crude costs amid the Middle East war. Analysts warn refining margins may face Q2 pressure from soaring oil prices and Strait of Hormuz disruptions.

2026-03-23

China Petroleum & Chemical Corp. set a flexible 2026 capex target of 131.6–148.6 billion yuan, down from 164.3 billion yuan, implying a potential cut of up to 20% after reporting a 34% drop in 2025 net income. The reduction will mainly hit chemicals. The refiner cited weak fuel demand, petrochemical oversupply and Middle East-driven cost pressures, while keeping output broadly stable and trimming sales targets.

China Petroleum & Chemical Corp. set a flexible 2026 capex target of 131.6–148.6 billion yuan, down from 164.3 billion yuan, implying a potential cut of up to 20% after reporting a 34% drop in 2025 net income. The reduction will mainly hit chemicals. The refiner cited weak fuel demand, petrochemical oversupply and Middle East-driven cost pressures, while keeping output broadly stable and trimming sales targets.