Automatically scraped from Tonghua Shun and East Money at 08:00 Beijing time daily via cron, with summaries rewritten by Doubao. For information organization only, does not constitute investment advice.

Tonghua Shun 7/24

Japan’s 10-year government bond yield rises 5 basis points to 2.615%

2026/6/3 12:20:35

【Financial Brief】The related underlying asset is Japan’s 10-year government bond. On June 3, its yield rose 5 basis points to 2.615%, staying in the high range since the Bank of Japan launched its ultra-loose monetary policy in 2013. This change directly pushes up Japan’s domestic medium and long-term real financing costs, and will also have a linked impact on the pricing of global yen-denominated fixed income assets and the flow of cross-border yen arbitrage funds.

Two Bolivian ministers resign in quick succession

2026/6/3 12:12:46

Xinhua News Agency cited local media such as Bolivia’s Responsibility on November 2 that Bolivian Defense Minister Marcelo Salinas and Education Minister Beatriz García resigned one after another on the same day. The Bolivian government has not yet announced the reasons for their resignation. Recently, the country’s economic situation has deteriorated, fuel shortages have intensified, domestic protests have continued to escalate, demonstrators have blocked roads to cut off the transportation of food, fuel and other materials, and political uncertainty has risen.

First direct flight route between Guangzhou and Astana launched, Central Asia passenger flow at Baiyun Airport Port rises

2026/6/3 12:09:49

On June 3, Guangzhou Baiyun Airport Port launched the first direct flight route between Guangzhou and Astana, the capital of Kazakhstan, which is also the first direct flight route between a core city in the Greater Bay Area and Astana. It operates 2 round-trip flights a week, which will improve the China-Central Asia air transport network. Benefiting from the mutual visa exemption policy, as of June 2 this year, the number of inbound and outbound passengers from the five Central Asian countries at the port exceeded 90,000, a year-on-year surge of 286.6%.

Tencent falls over 4%, no response to progress of WeChat AI agents

2026/6/3 12:08:21

Summary: The related underlying asset is Tencent Holdings. Recently, market news has successively come out that WeChat AI agents have entered testing and the launch time is undecided. Reporters asked relevant Tencent officials for comment but received no response. Tencent has previously clearly stated that it will develop WeChat AI agents, and plans to gradually integrate the Hunyuan large model with WeChat workflows. On June 3, Tencent Holdings fell more than 4% in intraday trading, just after recording its highest single-day gain of 10.46% since January 2021 the previous day.

Hong Kong stock midday comment: Hang Seng Index falls 1.69%, Hang Seng Tech Index falls 2.35%

2026/6/3 12:03:16

At Hong Kong stock midday close, the Hang Seng Index fell 1.69% and the Hang Seng Tech Index fell 2.35%; related instruments Yinhua Hang Seng Index HK Stock Connect ETF (159318) and Penghua HK Stock Connect Tech ETF (159751) both fell about 1.35%. At the sector level, semiconductors and electronic equipment led the gains, while hotel REITs and passenger airlines led the losses. Individual stock performance was clearly differentiated: Lightelligence-P, Genscript Biotech and other stocks rose more than 14%, while Kingdee International, Anjoy Foods and others fell more than 7%.

4 residential land parcels in Hangzhou sold for 4.623 billion yuan, highest premium rate exceeds 61%

2026/6/3 11:58:04

On June 3, 4 residential land parcels in Hangzhou were successfully sold, with a total transfer area of 106,200 square meters, a total planned construction area of 249,800 square meters, and a starting total price of 3.258 billion yuan. The final total transaction price of the 4 parcels was 4.623 billion yuan, of which 2 had a premium of nearly 25%, 1 had a premium of nearly 36%, and 1 had a premium of over 61%, indicating high enthusiasm in the regional residential land transfer market. (Source: People’s Finance News)

East Money 7/24

Agency: Total monthly production capacity of EML and CW-DFB LD is estimated to reach 50.7 million units in 2026

2026/6/3 12:13:34

The latest research from TrendForce shows that driven by the computing power upgrade of AI data centers and the demand for high-speed transmission above 1.6Tbps, NVIDIA, Google, Meta and other manufacturers have strategically locked in the production capacity of EML and CW-DFB LD optical chips, driving suppliers to expand production. It is expected that the total monthly production capacity of the two types of chips will reach 50.7 million units in 2026, more than tripling from the current level. Currently, Broadcom, Lumentum and Sumitomo Electric have a combined market share of 55%.

Hong Kong stock midday comment: Hang Seng Index falls 1.68%, Hang Seng Tech Index falls 2.35%

2026/6/3 12:10:20

Major indexes fell collectively at Hong Kong stock midday close: the Hang Seng Index fell 1.69% and the Hang Seng Tech Index fell 2.35%. Weighty tech stocks generally fell: Meituan fell more than 6%, Tencent and JD.com fell nearly 4%, and Alibaba fell nearly 3%. Sector performance was clearly differentiated: chip stocks strengthened, with GigaDevice, Hua Hong Semiconductor and SMIC rising more than 7%, 6% and 4% respectively; the optical communications sector led the gains, with Yangtze Optical Fibre and Cable and Cambridge Technology rising nearly 17% and 15% respectively.

Sifangda: Has mass supply capacity for inch-level CVD diamond heat sinks

2026/6/3 12:09:38

Sifangda, a domestic CVD diamond manufacturer with outstanding equipment scale advantages, disclosed on the investor interaction platform that relying on its independently intellectual property MPCVD synthesis and processing equipment and CVD diamond growth process technology, it now has the capacity for mass supply of inch-level CVD diamond heat sinks. This type of material has outstanding thermal conductivity advantages and can be used in heat dissipation scenarios such as chip heat sinks and power semiconductor devices.

ECB Governing Council member: Even if the US and Iran reach a peace agreement, it will not reduce the necessity of ECB interest rate hikes

2026/6/3 12:08:52

ECB Governing Council member Pierre Wunsch recently stated publicly that even if the US and Iran reach a peace agreement later, leading to geopolitical easing and lower energy prices, it will not reduce the necessity of the ECB to raise interest rates. This statement means that the ECB’s current interest rate hike decisions are more focused on local core inflation and other regulatory targets, and are relatively less affected by external geopolitical variables.

Tencent falls over 4%, no response to progress of WeChat AI agents

2026/6/3 12:08:00

The related underlying asset is Tencent Holdings. Recent market news said that WeChat AI agents have entered the testing phase, followed by other news that the official launch time of the product cannot be determined for the time being. Yicai reporters verified the above related rumors with relevant Tencent officials, but received no official response. Disturbed by news factors, Tencent Holdings weakened in the secondary market during the day, falling more than 4%.

By-health and others establish new partnership in Tianjin with 680 million yuan in capital contribution

2026/6/3 12:05:00

Recently, By-health (300146), together with Ningbo Purun Investment, Shanghai Zhongyuan Phase II Private Equity Investment Fund, Nanjing Huatai Yanghe Equity Investment Fund of Funds and other institutions, jointly established Tianjin Lisi Xingling Venture Capital Partnership (Limited Partnership) in Tianjin, with a total capital contribution of 680 million yuan. The executive partner is Tianjin Lisi Mingtang Enterprise Management Consulting Partnership, and its business scope covers venture investment and investment activities with self-owned funds.

Yahoo Finance

How Qualcomm Cashes In On The $600 Billion AI Binge

2026/6/2 00:33:08

This content focuses on chipmaker Qualcomm, breaking down its monetization paths amid the $600 billion global AI industry investment boom. Currently, Qualcomm primarily generates revenue through edge AI chip shipments, end-side AI computing power patent licensing, and supplying AI solutions to scenarios including smartphones, automobiles, and the Internet of Things. Its commercial progress highlights the implementation potential of the end-side AI track, providing a reference for industrial and investment judgments in the semiconductor AI sub-sector.

Here’s What Put Seaport Entertainment Group (SEG) on a Strong Footing For Success

2026/6/2 00:27:28

This financial analysis focuses on Seaport Entertainment Group (abbreviated as SEG), outlining the multiple core factors supporting the company’s strong development foundation at the current stage, and sorting out its differentiated advantages in business layout, resource endowment, operational strategy and other dimensions, which can provide reference for market participants to evaluate the certainty of SEG’s future development and judge its investment value.

McIntyre Partnerships Sold Its Position in ICON Public Limited Company (ICLR). Here’s Why

2026/6/2 00:36:40

The latest position disclosure from asset management firm McIntyre Partnerships shows that it has fully liquidated all its holdings in clinical research service provider ICON Public Limited Company (US ticker: ICLR), and has not yet disclosed the specific reason for the sell-off. Large-scale liquidation actions by leading active management institutions are usually regarded by the market as a reference for judging the medium and long-term valuation and performance of the underlying asset, and may trigger follow-up position adjustment attention to ICLR from small and medium-sized holding institutions.