Sesame AI Express: Today's Financial Hot Topics Recap | March 28, 2026

Financial markets are like an ever-changing ocean, constantly surging with waves of investment and economic policy, profoundly shaping the direction of the global economy. Here, Sesame AI brings you today’s key finance and economic headline news, providing comprehensive coverage of stock market developments, economic data, corporate financial conditions, policy updates, and other key areas—helping you gain precise insight into the changing tides of the financial world and catch the pulse of the market.

Social Security Fund holdings ledger is here! The top ten companies by market value held are revealed
As the A-share 2025 annual report season progresses, the latest Social Security Fund holdings have come to light. As of March 25, 2026, among 419 listed companies whose annual reports have been disclosed, the Social Security Fund appears in the top ten tradable shareholders of 77 companies, totaling 193 million shares held, with a holding market value of 31.54 billion yuan. Investors are paying close attention to the Social Security Fund’s portfolio reallocation moves; its holdings feature characteristics such as long-term holding and pursuing steady returns, which have certain reference value for investors. Learn more>>

Multiple large-scale dividend payouts in A-shares are coming!
On the evening of March 27, several listed companies, including Faraday Electronics and Xinnuo Shares, released their 2025 annual dividend distribution plans. Dividends are not only a distribution of profits, but also reflect the company’s operating quality and more. To achieve stable dividend payouts, listed companies need steady main business operations, ample cash flow, and a healthy financial structure, along with a stable commitment to returning value and standardized dividend payout mechanisms. Learn more>>

Crypto takes a deep dive late at night; nearly 120,000 liquidations; gold breaks through $4,550
On the evening of March 27, crypto currencies suffered broad-based declines, with Bitcoin and others falling. Nearly 120,000 people were liquidated, with liquidation amounts reaching $446 million. Meanwhile, gold and silver surged rapidly late at night; spot gold once broke through $4,555 per ounce. Tensions in the Middle East are a contributing factor. UBS CIO believes the current drop in gold may be a pullback within a longer-term upward trajectory. Learn more>>

In the early morning: a 800-point plunge! Iran warns: leave as soon as possible! US stocks plunge; oil prices soar!
In the early hours of March 28 Beijing time, all three major U.S. stock indexes fell together, with the Dow sliding nearly 800 points, confirming entry into a pullback range. International oil prices surged sharply due to tense Middle East geopolitical conditions, with passage through the Strait of Hormuz hindered, intensifying concerns about crude oil supply. Iran’s Islamic Revolutionary Guard warned that personnel related to U.S. and Israeli industrial companies should leave as soon as possible, and the U.S. consumer confidence index also fell sharply. Learn more>>

March 28 offshore market headlines: Rubio says Iran’s war will last another 2 to 4 weeks; Iranian nuclear facilities were attacked—refuses to comment on negotiations; U.S. “seven giants” evaporate over $8500 million
U.S. Secretary of State Rubio said that Iran’s military action will end within weeks and that there is no need to use ground forces. U.S. stocks were dealt a blow by heavy selling that hit AI leader stocks hard. The market value of the “U.S. seven giants” evaporated by more than $8500 million. Guggenheim’s Chief Investment Officer said that sustained high oil prices may cause the U.S. stock market to fall by 10%. Learn more>>

600355, locked in: market-value delisting
On the evening of March 27, *ST Jinglun disclosed an announcement stating that the company’s total market value of its stock has been below 500 million yuan for 15 consecutive trading days, which will trigger a delisting in the category of trading-related delisting and make it the first mandatory delisting company in the Shanghai market in 2026. Its fundamentals have been weak for a long time, with seven consecutive years of losses, and its performance forecast has already clearly specified financial-type delisting. This reflects the survival-of-the-fittest ecosystem in capital markets. Learn more>>

The Social Security Fund repeatedly added positions decisively when A-shares fell sharply
On March 27, Jin Lang, Deputy Chairman of the National Council for Social Security Fund, said that since its establishment, the Social Security Fund has adhered to the philosophies of long-term, value, and responsibility investing, and has built a diversified asset allocation system. For long-cycle projects in the primary market, it adds positions decisively in the secondary market when A-shares fall sharply, putting its investment philosophy into practice. Over 25 years since its establishment, its average annual return rate has been 7.39%. Learn more>>

U.S. stocks were heavily hit by heavy selling; AI leader stocks suffered; the “U.S. seven giants” saw market value evaporate by over $8500 million
Over the past week, large technology stocks were under pressure due to concerns about higher inflation, interest rates staying at high levels, and unfavorable factors specific to companies themselves. The market value of the “U.S. seven giants” evaporated by over $8500 million; Meta and Google both fell, while only Apple closed slightly higher. Growth stocks were heavily hit by oil prices and bond yield impacts. Learn more>>

Xi Yuangen, chief economist at Guotxin Securities: the recent adjustment is like a thunderstorm during a bull market—“this round of the bull market from 924” is not over yet
Xi Yuangen believes that the logic of this bull market that began on September 24, 2024 has not been broken. The recent adjustment is a stage pullback within the bull market. From a macro and market perspective, conditions for a shift from bull to bear have not yet arrived. Improvement going forward needs attention to factors such as easing geopolitical conflicts. Structurally, investors may focus on areas such as AI applications. Learn more>>

Galaxy Macro: Who are friends with time?—A look at the U.S.-Iran conflict’s scenario and asset allocation outlook
Galaxy Macro, based on a decision-tree analysis of the U.S.-Iran conflict, believes that the risk of war has not yet been contained. If the conflict becomes prolonged, great powers, Israel, China, and ASEAN may benefit, while the U.S. and Iran may be harmed. The short-term impact on capital markets is dominated by a flight-to-safety mindset; in the medium term, attention should be paid to how inflation affects monetary policy; and in the long term, emphasis should be placed on building “safety deficits.” Learn more>>

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Responsible editor: Sesame AI