Global TradFi & Macroeconomics

According to Reuters, global raw sugar futures reached 17.11 cents per pound this week, marking the highest level in over a year. The U.S. Climate Prediction Center said last Thursday that El Nino is intensifying, with the probability of an extreme El Nino event during the 2026-2027 Northern

According to Guru Club, polysilicon futures main contract fell sharply today (August 17), with daily gains narrowing to 0.68% to trade at 38,650 yuan per ton. The contract had earlier surged nearly 7% during the

According to Jin10 citing Qianzhan data, China's securities app market reached 187 million monthly active users in July 2026, up 0.69% month-over-month and 12.11% year-over-year, marking the fifth consecutive month of month-over-month growth and the highest level this year. Among third-party securi

Investors had already expressed concerns about an estimated $70B in “shadow liabilities” not reflected on the balance sheets of major artificial intelligence companies before major AI stocks such as NVIDIA (NVDA) announced financing partnerships totaling $500 billion. NVIDIA’s financing plan means the company may provide tens of billions of dollars in “residual value support” for debt transactions related to AI infrastructure, essentially leveraging its strong credit rating to help customers low

According to Morgan Stanley's August 14 report, DDR4 and SLC NAND memory prices are expected to rise 50% in the third quarter of 2026, with DDR4 potentially gaining another 10% in the fourth quarter. The investment bank projects SLC NAND supply constraints may extend into 2027, with NOR Flash prices

According to Jin10, on August 17, A-share memory chip stocks extended gains, with Debang Technology hitting a 20% daily limit-up, marking the largest single-day surge. Tongfu Microelectronics also reached daily limit-up, while Tianchun Technology, Concept Electronics, AMEC, and Puran

According to Zhitong Caijing, Delan Minghai's Hong Kong IPO prospectus, filed on February 15, 2026, expired on August 15, 2026, after reaching the six-month validity period. Clear Capital served as the sole sponsor. Operating under the BLUETTI brand, the company is a leading portable energy

According to China Finance Futures commentary, U.S. inflation pressures eased in July as nonfarm payrolls came in weaker than expected and both CPI and PPI printed softer figures. Markets subsequently lowered the odds of a Fed rate hike in September, which drove gold prices higher mid-week before pr

China's Ministry of Finance announced on August 18 a government bond market-making support operation with an operation volume of 6.2 billion yuan, with the operation direction being random sale.

Overnight SHIBOR reported 1.3620%, down 0.10 basis points. The 7-day SHIBOR stood at 1.3854%, declining 0.46 basis points, while the 3-month SHIBOR remained flat at 1.4300%.

According to CCTV News, China has recently achieved a breakthrough in rare earth detection technology. Researchers at the State Administration for Market Regulation's Key Laboratory (Rare Earth Product Detection and Traceability), based at Jiangxi University of Science and Technology, have

According to Zhitong Finance, Hongye Geotechnology's Hong Kong IPO prospectus expired on August 15, 2026, six months after the filing on February 15, 2026, with Guangyinbank International serving as the sole sponsor. The company provides geotechnical engineering services in South China with

According to Zhitong Finance, Shandong Xinde Technology's Hong Kong IPO prospectus, filed on Feb 16, 2026, expired on Aug 16, 2026, after the mandatory six-month validity period. Industrial Bank International and Zhongtai International served as joint sponsors. Founded in 1999, Xinde is a leading an

According to Sina Finance, four A-share stocks with 'Niu' (bull) in their names surged on August 17 following the viral popularity of animated film 'Bull Coming.' Luoniu Mountain hit the daily limit up at 9.98% gain, while Jintniu Chemical rose 6.56%, and Copper Bull Information increased 3.99%.

According to a Lyonnaise report on August 17, Lyonnaise raised China Micro Semiconductor Manufacturing Corporation Limited's (SMIC, 00981.HK) H-stock price target to HK$97.5 from HK$94.1, while maintaining a "outperform" rating. The brokerage upgraded its earnings forecasts for SMIC for 2026-2028

From May 27 to July 31, 16 single-stock leverage ETFs tracking Samsung Electronics and SK Hynix generated a combined 1,173 billion won in fees for securities firms and the Korea Exchange, according to data submitted to opposition lawmaker Park Sung-hoon by financial regulators. Securities

Lenovo announced its FY2026/27 first-quarter results on Aug. 13. Its Hong Kong-listed stock rose 20.18% that day, bringing its market capitalization to approximately HK$432.9 billion, while its cumulative gain for the year approached 290%. Its AI server backlog increased from $21 billion last quarter to $54 billion, up 157% quarter over quarter. Goldman Sachs maintained a Buy rating with a target price of HK$31, and Citibank also rated the stock Buy. ISG Core Financial Data: AI Server Backlog at

KOSPI closed at 6977.92 on August 14, rising 164.66 points (2.42%) as foreign investors net purchased 3.0549 trillion won worth of stocks. The index rebounded over 20% in approximately 10 days from its July 30 low, with Samsung Electronics and SK Hynix leading the rally. International financial

According to EpicAI data, South Korea's KOSPI index rallied over 20% as of August 14 in just 10 days, breaking into a technically bullish market territory. Foreign investors were the primary driver, making net purchases of 3.05 trillion Korean won on August 14, while retail investors and

Apple uses AI services from Alibaba and Baidu in the Chinese market; Ford is building a $3.5 billion battery plant in Michigan using CATL’s lithium iron phosphate battery technology; Volkswagen is working with XPeng to develop smart electric vehicles; and Stellantis is expanding its production and joint procurement cooperation with Leapmotor. The supply chains of these multinational companies are becoming structurally integrated with Chinese technology. Chinese EV Manufacturers Account for 63% o