Global TradFi & Macroeconomics

According to its announcement, Smart Connect Group (02621) posted a profit alert for the six months ended June 30, 2026, with net profit expected between CNY 64 million and CNY 84 million, down CNY 582-602 million year-over-year. Revenue is projected at CNY 617-637 million, up CNY 62-82 million

Hong Kong Electric-SS (02638) announced it will distribute a mid-year dividend of HK$0.1594 per share on September 8, 2026.

According to Minghui International's announcement on August 11, the Hong Kong-listed company expects H1 2026 (ended June 30) net profit attributable to shareholders of at least HK$34 million, down approximately 33% from HK$50.9 million in the same period of 2025. The decline is attributed to

US stocks experienced strong gains across major indices before entering a consolidation phase, with the S&P 500 posting approximately 47% year-over-year earnings growth in the second quarter. The rally was amplified by derivatives market dynamics as the

KOSPI circuit breakers were activated today (August 11), as the South Korea benchmark equity index triggered trading halts during today's session.

According to Reuters on August 5, Samsung and SK Hynix announced plans to expand shareholder returns in a sustainable manner. Samsung stated it will share specific details "very soon," while maintaining a sound financial structure to manage business cycle risks and support growth investments. SK Hyn

NVIDIA began evaluating lower memory specifications for its next-generation Rubin Ultra AI chip on August 4, according to TrendForce. The semiconductor intelligence firm reported that NVIDIA is now considering 8-stack HBM4E and both 12-stack and 8-stack HBM4 configurations, in addition to the

Korean stocks fell sharply on 08-06 09:34 KST, with the KOSPI index down 3.02% to 6,399.12 and the KOSDAQ down 1.48% to 787.72, as SK Hynix reported second-quarter results that missed analyst expectations despite posting record revenue and profit. SK Hynix recorded revenue of 79.32 trillion won and

According to IBD, Charles River Labs (CRL) rose 11.36% today (August 11), marking the S&P 500's top performer for the session and reaching its highest level since 2024. The stock has made steady progress since peaking in 2021, demonstrating gradual recovery from its previous

According to EIA data, U.S. crude oil inventory rose 2.479 million barrels in the latest weekly report, the opposite of market expectations for a 1.5 million barrel decline. Cushing crude stocks increased 2.356 million barrels, adding additional downward pressure on prices. Meanwhile, distillate in

According to Tesla, Megapack 3 production has officially begun in Texas on August 11, marking the company's third operational Megafactory and second in the U.S. The new energy storage system offers 5 MWh of usable AC energy and operates across -40°C to 60°C. Key improvements include an 86,000 lbs un

According to TrendForce, on August 4, Nvidia began evaluating lower-spec HBM configurations for its next-generation Rubin Ultra GPU, including 8-tier HBM4E and 12-tier/8-tier HBM4 variants alongside the originally planned 12-tier HBM4E. Some cloud providers are also assessing reduced HBM capacity on

Retail investors purchased $22 million of SpaceX shares during the first trading hour Wednesday as the stock declined following the company's first earnings report as a publicly traded firm, according to Vanda Research data. Institutional investors reacted negatively to SpaceX's disclosure Tuesday e

South Korea's KOSPI index fell 3.02% to 6,399.12 on August 6 at 09:34 KST, with the KOSDAQ declining 1.48% to 787.72. The selloff was driven primarily by semiconductor stocks, as SK Hynix reported second-quarter revenues of 79.32 trillion won and operating profit of 60.54 trillion won, falling

Spot gold prices rose 3% to $4,196.29 per ounce today (Aug 11) amid broader dollar weakness, with the U.S. Dollar Index (DXY) trading below the 100 level. Concurrently, the S&P 500 extended its rally to five consecutive trading days, reaching an all-time high. The simultaneous rise in both

According to overnight trading data, SK Hynix 24-hour futures declined 4.1% while Samsung Electronics futures fell 0.9% on August 6. SK Hynix Nasdaq-listed ADRs also dropped 2.2% during overnight trading. Both semiconductor stocks traded below spot prices in off-exchange markets ahead of the

Eli Lilly, the world's largest pharmaceutical company, released its quarterly financial results on August 5. Revenue reached $23 billion, representing a 48% year-over-year increase, while net profit grew 25% to $7.1 billion with a net margin of 31%. The earnings report positions the company as a

According to Hong Kong Exchanges and Clearing Limited filings and comments from founder Duan Yongping on Xueqiu, Bubble Mart holdings decreased from 7.65% to 5.55% recently. Duan attributed the change to put option expiration and partial call assignment, not a divestment. He stated the position

According to market data, Oracle's 5-year credit default swap spreads recently reached approximately 215 basis points, surpassing the 2008 financial crisis high. The spike follows a $70 billion AI data center expansion plan and a credit rating downgrade to BBB-. Oracle's capital expenditure has

Langham Design Group Limited (02262) reported first-half profit of HK$2.324 million for the six months ended June 30, 2026, up 46.16% year-on-year, according to its official announcement. Revenue, however, declined 4.06% to HK$187 million, primarily due to slower project progress in China's real