Global TradFi & Macroeconomics

According to Zhitong Finance, Sinopharm Sinlite's (002294.SZ) Hong Kong IPO prospectus, originally submitted on February 12, 2026, expired on August 12, 2026. Goldman Sachs, Citigroup, and CITIC Securities served as joint sponsors of the listing. Sinlite is a leading pharmaceutical enterprise in cardiovascular-renal-metabolic syndrome treatment, and was ranked as China's second-largest innovative drug company in the cardiovascular sector by revenue in 2024, according to Frost & Sullivan.

Twenty One's new CEO Raphael Zagury wrote a Tuesday letter to shareholders addressing concerns about the Bitcoin treasury company following its Q2 2026 quarterly earnings release, which showed a net loss of $413.5 million driven by a non-cash change in fair value of its BTC holdings. The letter

AMD announced surging demand for high-performance server CPUs at the KeyBanc conference, projecting server business revenue growth exceeding 80% in the second half and minimum 70% growth by 2027, while Intel completed a $20 billion equity offering that attracted strong investor demand. The

According to Raphael Zagury, Twenty One's new CEO, on Tuesday (August 11), the Bitcoin treasury company will evolve beyond a pure Bitcoin holdings vehicle, addressing shareholder concerns following Q2 losses. Twenty One posted a net loss of $413.5 million in Q2 2026, primarily driven by non-cash

According to Bitcoin For Corporations, Strategy's USD reserves increased to $4.65 billion from $3.75 billion two weeks earlier, while the company has sold approximately 7,000 BTC since late June 2026. The cash accumulation supports Strategy's issuance of preferred securities

According to AMD at the KeyBanc Conference today (August 11), demand for high-performance server CPUs has surged significantly. The company forecasts server business revenue to grow more than 80% in the second half of 2026, with full-year 2027 revenue expected to expand by at least 70%. AMD also

Samsung Electronics' 24-hour futures rose 1.7% and SK Hynix gained 1.9% in overnight trading ahead of August 12 market open, according to pre-market data tracked on social media. SK Hynix's Nasdaq ADR surged 4.7% overnight, signaling strong semiconductor sector momentum ahead of the Korean market op

According to Korean Economic TV, U.S. non-farm payroll employment unexpectedly declined in July, prompting market participants to lower expectations for a Federal Reserve rate hike in September. The data reinforced concerns about labor market weakness, though analysts noted the case for holding rate

According to Jin10, CME and Silicon Data will launch cryptocurrency computing power futures in October. The new contract will enable traders to hedge exposure to compute resources used in cryptocurrency mining and AI

According to Iran's Oil Minister Mohsen Paknejad, on August 11, Iran is repairing four damaged natural gas processing facilities with plans to restore daily production capacity to 95 million cubic meters by late September. Paknejad stated that reconstruction work is proceeding rapidly and is

According to KB Securities and official statements, Samsung Electronics and SK Hynix are expected to announce significant shareholder return policies starting August 12, with analysts projecting combined annual disbursements of at least 150 trillion won. Samsung reported 89.4 trillion won in

According to government data released Tuesday, Texas power demand is now projected to grow 5.6% next year, down from the 14% annual load growth forecast issued in July. The revision follows Texas's decision on August 3 to audit all data center projects seeking grid connection, effectively pausing th

According to Jin10, on August 12, Ukraine reported that Russian large-scale strikes killed at least 9 people, while Ukrainian forces struck a major oil refinery in Russia's Orsk. Russia's Defense Ministry claimed its forces sank a Ukrainian patrol vessel escorting weapon shipments in southern

Walmart is set to report earnings on the 20th, with market attention focused on whether the company will raise its annual guidance rather than the quarterly results themselves. Daesin Securities researcher Jo Jae-woon noted that despite the previous quarter's revenue of $177.75 billion beating marke

Coinbase recently secured a license from Abu Dhabi to conduct tokenized stock offerings with a regulatory provision: each token can be frozen and seized at the wallet level under regulator oversight.

According to Daishin Securities analyst Cho Jae-un, Walmart stock fell 7.27% on August 12 despite beating expectations, with quarterly revenue of $177.75 billion exceeding consensus by 1.7% and gross margin reaching 25.14% for a ninth straight quarter of year-over-year improvement. The decline

According to Yahoo Finance and CNBC, on August 11 (U.S. time), Supermicro Computer (NASDAQ: SMCI) reported fiscal Q4 adjusted earnings per share of $1.70, exceeding Wall Street estimates of $1.59. Revenue reached $11.1 billion, up 94% year-over-year from $5.7 billion, though slightly below the

According to Morgan Stanley analyst Erik Woodring on Tuesday, memory chip price inflation will persist as a structural headwind for years, with companies accelerating hardware purchases to lock in favorable pricing rather than waiting for price declines. Woodring pointed to HPE, Everpure, SNX, and

According to ZhiTong Finance APP, the Hang Seng Index ADR fell on Tuesday (August 12), closing at 25,559.35 points, down 93.47 points or 0.36% compared to Hong Kong's closing price. Among large-cap blue chips, HSBC Holdings

According to Zhitong Finance, Hang Seng Index August futures closed at 25,533 points on August 12, down 95 points or 0.371%, trading at a 120-point discount to the spot index.