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【This weekend, good news kept coming one after another】
Over the weekend, three pieces of good news rolled in at once: the US and Iran ceasefire, crude oil’s off-market trading plunged by more than 4%, and the inflation pressure that had been hanging over the market finally eased; Nvidia and SK hynix signed a $500 billion deal—AI demand is once again strongly supported; and CATL even came up with the highest amount of 40 billion yuan for share repurchase and cancellation, a first in A-share history. Even brokerages’ talking points are unusually aligned: the worst of the sentiment cycle is almost over. Of course, next week will be a super week with a Politburo meeting—the big test is still ahead. For now, get a good night’s sleep first—we’ll keep watch over the hard fight on your behalf. #SKHYNIX $SOXL