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2026-09-16

STAR 50 Index rose >3%. Among constituents, Cambricon gained >5%; Huahong Hongli and SMIC each rose >3%.

STAR 50 Index rose >3%. Among constituents, Cambricon gained >5%; Huahong Hongli and SMIC each rose >3%.
2026-09-16

科創50指數漲超3%,成分股中,寒武紀漲超5%,華虹宏力、中芯國際漲超3%。

科創50指數漲超3%,成分股中,寒武紀漲超5%,華虹宏力、中芯國際漲超3%。
2026-09-16

Lenovo Group SVP and CFO Zheng Xiaoming said at an AI investment summit that margins are rising quickly and the company will balance growth with profitability amid industry competition. He expects long-term net margin of 5–8% and said Lenovo can reach Dell’s level. Lenovo reported adjusted net margin of 4% in FY2026/27 Q1, the first time at that level; earlier this year management set a mid-term net margin target of 5%.

Lenovo Group SVP and CFO Zheng Xiaoming said at an AI investment summit that margins are rising quickly and the company will balance growth with profitability amid industry competition. He expects long-term net margin of 5–8% and said Lenovo can reach Dell’s level. Lenovo reported adjusted net margin of 4% in FY2026/27 Q1, the first time at that level; earlier this year management set a mid-term net margin target of 5%.
2026-09-16

Jan–Aug China completed 511.8 bln yuan in railway fixed-asset investment, up 1.5% YoY. Accelerated construction of modern railway infrastructure has supported related industries and employment and provided fresh impetus to domestic demand and growth.

Jan–Aug China completed 511.8 bln yuan in railway fixed-asset investment, up 1.5% YoY. Accelerated construction of modern railway infrastructure has supported related industries and employment and provided fresh impetus to domestic demand and growth.
2026-09-16

TrendForce data on Sept. 16 show spot average prices: DDR5 16Gb (2Gx8) 4800/5600 up 0.18% day-on-day; DDR4 16Gb (2Gx8) 3200 down 0.28% day-on-day; DDR4 8Gb (1Gx8) 3200 up 0.55% day-on-day.

TrendForce data on Sept. 16 show spot average prices: DDR5 16Gb (2Gx8) 4800/5600 up 0.18% day-on-day; DDR4 16Gb (2Gx8) 3200 down 0.28% day-on-day; DDR4 8Gb (1Gx8) 3200 up 0.55% day-on-day.
2026-09-16

【期貨盯盤神器專屬文章】市場深談:美聯儲加息預期升溫後,債券和股票誰更具吸引力?BlackRock CIO Rick Rieder拆解利率、債務成本、AI投資和資產配置變化:高利率時代,投資者正在重新計算風險與收益。點擊閱讀。

【期貨盯盤神器專屬文章】市場深談:美聯儲加息預期升溫後,債券和股票誰更具吸引力?BlackRock CIO Rick Rieder拆解利率、債務成本、AI投資和資產配置變化:高利率時代,投資者正在重新計算風險與收益。點擊閱讀。
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