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AI's fundamental question: The economy is still booming, but what about the market?

AI's fundamental question: The economy is still booming, but what about the market?

A boom is the starting point of a market trend, but it is not the entirety of the trend. The latest research from the strategy team of Guotou Securities points out that the fundamentals of A-shares continue to improve. In the first half of 2026, the growth rate of non-profits

The ECB's rate hike is almost a certainty! The real variable will be in December: Lagarde's future adds further policy uncertainty.

The ECB's rate hike is almost a certainty! The real variable will be in December: Lagarde's future adds further policy uncertainty.

The European Central Bank's rate hike this week is a foregone conclusion, but what is truly affecting the market is the discrepancy between the intensified tightening and the turmoil in senior personnel. While the ECB continues to raise rates under pressure from inflation data, rumors about the future

State Administration of Foreign Exchange: my country's direct investment has achieved basic convertibility.

State Administration of Foreign Exchange: my country's direct investment has achieved basic convertibility.

The State Council Information Office will hold a press conference on the theme of "Starting the 15th Five-Year Plan" on Thursday, September 10, 2026. According to Xinhua News Agency, Li Bin, deputy director and spokesperson of the State Administration of Foreign Exchange, introduced at a press conference that

Chip delays slow down deliveries in China, automakers face another supply challenge.

Chip delays slow down deliveries in China, automakers face another supply challenge.

Author | Zhou Zhiyu "The production capacity was all ready, but we didn't expect to run into trouble with the materials." On September 8, a source from Huajing confirmed to Wall Street News that chip supply has affected vehicle delivery, and the delivery cycle will be extended.

JPMorgan initiates coverage of SK Hynix ADR: 20% discount to US peers, current valuation is very cheap.

JPMorgan initiates coverage of SK Hynix ADR: 20% discount to US peers, current valuation is very cheap.

JPMorgan Chase initiates coverage of SK Hynix's American Depositary Receipts (ADRs) with an overweight rating and a target price of $245, implying approximately 32% upside from the current share price of $185.55. JPMorgan believes the AI-driven memory chip upcycle will last for more than five years, and

Coverage, Right and Wrong, and Experience: Three High Grounds in the Enterprise AI Context War

Coverage, Right and Wrong, and Experience: Three High Grounds in the Enterprise AI Context War

Authors | Lin Ke, Zheng Hao On September 2, Tencent's WorkBuddy open platform was launched in Shenzhen. The market is more concerned about which ecosystems have been included in WorkBuddy, but several developer agreements announced on the same day revealed Tencent's key intentions in its office AI

Goldman Sachs warns: The AI debt market has entered the "eye of the storm," and will face even greater shocks after a brief respite.

Goldman Sachs warns: The AI debt market has entered the "eye of the storm," and will face even greater shocks after a brief respite.

The AI infrastructure construction boom is creating an unprecedented supply storm in the credit market, and the current calm is just a brief respite in the eye of the storm. In his latest report, Goldman Sachs fixed-income credit trader and investment-grade credit expert Jeffrey Papai warned that after approximately $300