Automatically scraped from Tongshun (10jqka) and Eastmoney by cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information organization only, does not constitute investment advice.

Tongshun 7×24

Israeli Army Says It Killed a Key Hamas Weapons Production Figure

2026/5/26 11:43:28

The Israel Defense Forces (IDF) announced on the 25th that it carried out a precision strike on the central Gaza Strip on the 24th, killing Muhammad Abu Mallouh, a core figure in weapons production for the Palestinian Islamic Resistance Movement (Hamas). The IDF stated that Mallouh provided critical technical support for Hamas’ weapons production, and continued manufacturing arms to threaten Israeli personnel during the ceasefire. This strike, which deployed aerial reconnaissance and precision-guided munitions, will weaken Hamas’ weapons production capacity.

Xiaomi Auto Releases New World Model Framework: Integrated Reconstruction + Generation, Full SOTA in Mainstream Benchmark Tests

2026/5/26 11:43:03

Xiaomi Auto recently launched the Xiaomi Auto World Model, a new advanced driver assistance world model framework, which is the industry’s first integrated architecture that deeply couples 3D reconstruction and video generation, breaking the conventional technical route where the two functions were split in the past. The framework has achieved full SOTA results in mainstream benchmark tests including Waymo and nuScenes, and has currently been deployed in three core scenarios: synthetic data, simulation testing, and smart cockpit. It will promote the upgrade of intelligent driving to the advanced form of cognitive deduction.

Shenzhen Shengang Zhitou Private Equity Investment Fund Partnership Established with 2.1 Billion Yuan Capital Contribution

2026/5/26 11:38:22

Shenzhen Shengang Zhitou Private Equity Investment Fund Partnership (Limited Partnership) was officially established recently, with a total capital contribution of 2.1 billion yuan. The fund’s general partners are Cinda Capital and Shenzhen Gangchuangxin Private Equity Fund Management (Shenzhen) Co., Ltd., and it is jointly funded by Shenzhen Port Capital, China Cinda, China Orient Asset Management Co., Ltd. and other entities. Its business scope covers equity investment, investment management, asset management and other businesses operated via private equity funds.

Futures Midday Review: Guinea Plans to Restrict Bauxite Exports, Alumina Rises Over 5%

2026/5/26 11:31:54

As of the futures midday close, bulk commodities are mostly down overall. Affected by the news that Guinea plans to restrict bauxite exports, alumina rose more than 5%; among other rising varieties, coking coal rose more than 6%, coke rose more than 2%, and Shanghai tin, cotton and other products saw small gains. For falling varieties, styrene and crude oil fell more than 3%, while multiple products including pure benzene, ferrosilicon, polypropylene, and methanol fell more than 2%.

ETF Midday Review: Hang Seng Hong Kong Stock Connect Technology ETF Leads Gains at 3.62%, Xinchuang ETF Leads Losses at 7.17%

2026/5/26 11:31:54

A-share ETFs saw diverging performance at midday close. Among top gainers, the Hang Seng Hong Kong Stock Connect Technology ETF (159015) led with a 3.62% increase, followed by the S&P Oil & Gas ETF (513350) and Hong Kong Stock Connect Technology ETF (159120) which rose 2.90% and 2.81% respectively; among top losers, the Xinchuang (IT Application Innovation) ETF (159539) led with a 7.17% drop, while the Semiconductor Equipment ETF (560780) and Satellite ETF (159206) both fell more than 4.5%. Hong Kong technology and oil and gas categories performed relatively strong, while hard technology tracks such as Xinchuang saw a significant correction.

Alibaba Cloud Launches Qwen Cloud and MuleRun for Overseas Markets

2026/5/26 11:31:11

On May 26, Alibaba Cloud launched a number of AI-related product and service upgrades for overseas markets in Singapore: it released the new AI product official website Qwen Cloud and Agent product MuleRun, simultaneously updated the agent programming platform Qoder and general desktop agent QoderWork, and completed the upgrade of cloud infrastructure adapted to Agent scenarios. Alibaba Cloud stated that current overseas AI demand is strong, and the explosion of Agent applications has driven exponential growth in model call volume and cloud resource consumption.

Eastmoney 7×24

Huigu New Material: Company’s Optoelectronic Coating Materials Can Be Used in Glass Substrate Optoelectronic Packaging Field

2026/5/26 11:41:08

A-share listed company Huigu New Material recently responded publicly on the investor interaction platform that the company’s current optoelectronic coating material products used in LED chip packaging can be applied to the glass substrate optoelectronic packaging field. At present, this type of product has not yet formed large-scale sales in the corresponding field, and there is uncertainty in subsequent business expansion, so the company has reminded investors of relevant investment risks.

CSOP 2x Long SK Hynix Rises Over 15%

2026/5/26 11:37:45

Two Hong Kong-listed ETFs that provide 2x leveraged long exposure to leading Korean semiconductor players have seen strong recent performance: the CSOP 2x Long SK Hynix ETF rose more than 15%, with turnover exceeding HK$3.2 billion; the other product, the CSOP 2x Long Samsung Electronics ETF, rose more than 5%, with turnover exceeding HK$800 million. Both products are trading at high volumes, indicating strong bullish sentiment among investors for leading memory chip makers currently.

Halved in a Week! This Japanese Fiber Stock Reflects the “Dangerous Side” of the Global AI Boom

2026/5/26 11:37:21

The subject in question is Fujikura Ltd., a 141-year-old Japanese optical fiber cable manufacturer. In the week ending May 20, the company was sold off by investors after releasing lower-than-expected profit forecasts and a lackluster mid-term plan, with its share price nearly halving and its market capitalization evaporating by around $40 billion. This abnormal movement also reflects the valuation risk behind the global AI boom.

Half-Day Main Capital Flow: Add Positions in Non-Ferrous Metals Stocks, Sell Off Electronics Stocks

2026/5/26 11:37:08

The half-day main capital flow of A-shares in the morning showed clear trends with obvious sector differentiation: net capital inflows were concentrated in the non-ferrous metals, utilities, non-bank finance, and basic chemical sectors, while the electronics sector was heavily sold off by main capital, and the communications, computer, and machinery equipment sectors also ranked high on the net outflow list. This trend directly reflects the short-term allocation preference shift of onshore main capital, which will have a direct impact on the intraday performance of relevant sectors.

Japan’s Net Foreign Asset Size Drops to Third Globally

2026/5/26 11:35:03

The Japanese Ministry of Finance released data on May 26: as of the end of 2025, Japan’s net foreign assets stood at 561.75 trillion yen (reference exchange rate: ~159 yen per US dollar), up 4.4% year-on-year, but its global ranking dropped from second to third, making it the world’s third largest net foreign creditor country. This change reflects adjustments to the global cross-border asset holding pattern.

2026/5/26 11:33:27

A-shares traded lower overall at midday, with all four major indices closing in negative territory: the Shanghai Composite Index fell 0.84%, the Shenzhen Component Index fell 0.87%, the ChiNext Index fell 0.51%, and the STAR Market Composite Index fell 2.74%. Among falling sectors, the semiconductor and computing power hardware industry chains fell across the board, with lithography machines and memory products leading losses, while commercial aerospace, nuclear fusion, AI applications, and photovoltaic concept stocks were among the top losers; only industrial metals, Unitree Robotics, and large financial themes performed relatively strong.

Yahoo Finance

BJ’s Wholesale plans major store changes as customers pull back

2026/5/25 22:07:00

Financial summary: The subject is US warehouse retail chain BJ’s Wholesale Club. Affected by declining consumer willingness to spend in the US and contracting spending on non-essential categories, the company is under pressure from falling foot traffic and average order value. In response, the company plans to roll out major store adjustments, and will adapt to consumer demand by optimizing product structure and adjusting store layout to hedge against downward pressure.

Australia’s LNG Industry Warns Policy Uncertainty Is Hurting Investment

2026/5/25 01:00:00

Australia’s liquefied natural gas (LNG) industry issued a public warning recently: the current high policy uncertainty related to local energy regulation and emission reduction targets has had a significant negative impact on investment decisions for new industry projects. If policy ambiguity persists for a long time, it will not only weaken the global market competitiveness of Australian LNG, but may also impact its long-term supply security capacity.

The Broadcom Stock Paradox: Why a $2 Trillion Valuation Ignores the Base Economics of Custom Chips

2026/5/25 01:00:02

[Short Summary] The subject involved is global semiconductor giant Broadcom, whose current market capitalization has exceeded the $2 trillion mark. Recent market analysis points to an obvious paradox in its valuation: current pricing does not fully match the basic economic logic of the custom chip track, which requires bearing high upfront R&D costs, while facing constraints including strong customer bargaining power and high technological iteration risks. The current valuation does not fully cover the above fundamental risks.