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

Tonghua Shun 7×24

Philippine benchmark stock index falls 1%

Time: 2026/6/4 12:13:56

[Financial Short Summary] The underlying asset involved is the Philippine stock market benchmark index. The core event is that the index recently recorded a 1% drop, with the latest reading at 5896.21 points. This fluctuation is a short-term abnormal movement in the Philippine equity market, which may reflect the current cautious attitude of market participants towards regional macro risks. It will slightly suppress the valuation of local equity assets in the short term, and there is no clear signal of a trend weakening at present.

TSMC’s Wei Zhejia: CoPoS will hit volume production in as little as two years

Time: 2026/6/4 12:10:13

[Short Summary] At TSMC’s shareholder meeting on June 4, the company’s chairman and president Wei Zhejia disclosed in response to questions about advanced packaging technology layout that the new generation packaging technology CoPoS, which is iterated from the existing CoWoS technology and has drawn wide market attention, has completed the construction of a pilot production line. It is expected to achieve large-scale mass production in 2 to 3 years, and can hit volume production in as little as two years, which will improve TSMC’s advanced packaging capacity supply capability.

Omdia: Q1 TV shipments up 6%, World Cup stock-up cycle officially kicks off

Time: 2026/6/4 12:08:39

The latest 2026 Q1 emerging display technology TV market tracking report released by third-party market institution Omdia shows that driven by retailers’ pre-stocking for the 2026 World Cup, global TV shipments in the period increased by 6% year-on-year, reaching 50.3 million units, marking the official start of the 2026 World Cup TV stock-up cycle. Demand for links including finished TV sets and upstream panels will be boosted in the subsequent stage.

June 4 Midday Announcement Roundup: ST Divesion to hold 2025 annual general meeting at 15:00 on June 24, 2026

Time: 2026/6/4 12:08:21

On midday June 4, ST Divesion disclosed an announcement clarifying the schedule of the 2025 annual general meeting: the meeting is scheduled to be held at 15:00 on June 24, 2026. In accordance with A-share regulatory requirements, the annual general meeting must be held within 6 months after the end of the previous fiscal year, and this arrangement meets the time limit rules. Currently, the announcement only releases the meeting time, and deliberation items, participation rules and other contents will be disclosed separately later.

Hong Kong Stocks Midday Review: Hang Seng Index down 1.4%, Hang Seng Tech Index down 1.43%

Time: 2026/6/4 12:01:12

Hong Kong stocks closed at midday: Hang Seng Index fell 1.4%, Hang Seng Tech Index fell 1.43%; for corresponding ETFs, Yinhua Hang Seng Index Hong Kong Stock Connect ETF (159318) fell 1.36%, Penghua Hong Kong Stock Connect Tech ETF (159751) fell 1.28%. At the sector level, hotel and resort REITs and building materials sectors led the declines. Individual stocks showed significant differentiation: Shougang LanzaTech rose 47.67% to lead gains, Guofu Quantum fell 15.94% to lead losses, with other stocks mixed.

Lingxin Qiaoshou invests to set up technology company covering wearable smart device manufacturing business

Time: 2026/6/4 11:58:37

According to Qichacha disclosure, Lingxin Qiaoshou (Beijing) Technology Co., Ltd. recently wholly established Lingzao Wanwu (Beijing) Technology Co., Ltd. The latter has a registered capital of 10 million yuan, with Yuan He as legal representative, and its business scope covers service consumer robot manufacturing, industrial robot manufacturing, wearable smart device manufacturing, intelligent basic manufacturing equipment manufacturing, AI hardware sales and other businesses.

Eastmoney 7×24

Omdia: Q1 TV shipments up 6%, World Cup stock-up cycle officially kicks off

Time: 2026/6/4 12:07:37

The latest 2026 Q1 Emerging Display Technology TV Market Tracking Report released by market research institution Omdia shows that driven by retailers’ pre-stocking for the 2026 FIFA World Cup co-hosted by the US, Canada and Mexico, global TV shipments in Q1 2026 increased by 6% year-on-year to 50.3 million units, marking the official start of the World Cup-related TV stock-up cycle.

Jefferies raises Broadcom target price from $500 to $550

Time: 2026/6/4 12:04:57

Financial short summary: International investment bank Jefferies recently released a research report adjusting the target price of US-listed semiconductor stock Broadcom, raising it from the previous $500 to $550, an increase of 10%. As a valuation adjustment by a leading institution, this rating change will have a positive guiding effect on Broadcom’s short-term secondary market trading sentiment, and can also be used as a reference for investors to track the trend of related underlying assets.

June 4 Midday News Highlights

Time: 2026/6/4 12:04:36

Key midday developments on June 4 are as follows: A-shares midday: Shanghai Composite Index down 0.43%, Shenzhen Component Index down 0.46%, ChiNext Index down 1.1%; Hong Kong stocks: Hang Seng Index down 1.4%, Hang Seng Tech Index down 1.43%. The China Academy of Information and Communications Technology (CAICT) and other parties will hold a seminar to launch the High-Quality Token Service Capability Climbing Plan. Chinese scientists have cracked the mechanism for crops to resist cold on demand during flowering. TSMC stated that driven by structural AI demand, full-year USD-denominated revenue is expected to increase by more than 30%, outperforming the industry average.

TSMC President Wei Zhejia: AI-driven chip demand cannot be met for several years

Time: 2026/6/4 12:03:40

TSMC President Wei Zhejia stated at the annual general meeting held in Hsinchu, Taiwan on Thursday that driven by demand from the AI industry, even with the addition of new production capacity in the US, the company’s global chip supply will still be unable to meet AI chip demand mainly from US customers for several years. The supply gap will continue to support revenue growth, and the company expects year-on-year sales growth of more than 30% this year.

ByteDance applies for registration of PBTI trademark

Time: 2026/6/4 11:57:36

Recently, ByteDance’s wholly-owned entity Beijing Zitiao Network Technology Co., Ltd. has applied for registration of multiple “PBTI” trademarks, with international classifications covering education and entertainment, website services, etc. Currently, all related trademarks are waiting for substantive examination. This entity is wholly owned by Douyin Group (Hong Kong) Co., Ltd. with a registered capital of USD 100 million, and no corresponding business layout direction has been disclosed for this trademark application yet.

Sinomach Seiko: Future focus on promoting commercialization of diamond heat dissipation and R&D of fourth-generation semiconductor materials

Time: 2026/6/4 11:53:44

Sinomach Seiko disclosed during an institutional survey on November 3 that relying on its technical accumulation in the field of superhard materials, a number of its high-end semiconductor consumables have achieved mass supply, breaking the monopoly of Japanese manufacturers. In the future, it will focus on promoting the commercialization of diamond heat dissipation, the preparation of optical-grade diamond and the R&D of fourth-generation semiconductor materials, while increasing the production capacity of aerospace bearings to meet the supporting needs of commercial aerospace.

Yahoo Finance

Global fashion retailer closing all stores after 33 years

Time: 2026/6/3 05:33:00

[Short Summary] Public information shows that a global fashion retail company that has been operating for 33 years has announced that it will close all its physical stores. The brand has not yet disclosed whether it will retain online operation channels. This store closure is expected to affect store employees, venue partners and upstream supply chain partners in the corresponding markets, and once again reflects the sustained operating pressure currently faced by the offline fashion retail track.

Exclusive-SpaceX targets $1.75 trillion valuation in all-primary IPO next week, sources say

Time: 2026/6/3 00:14:39

According to exclusive sources, US space exploration technology company SpaceX plans to launch an initial public offering (IPO) of all new shares next week, with a target valuation of USD 1.75 trillion for this offering. If this target is successfully achieved, SpaceX will join the ranks of the world’s highest market capitalization companies, and is expected to set one of the largest IPO records in US stock history, which is of landmark significance for the commercial aerospace track and global capital markets.

History Suggests CAVA Could be Ready to Rebound

Time: 2026/6/3 00:18:45

The subject of this analysis is CAVA, a US-listed Mediterranean casual fast food chain brand. Referring to the historical trend pattern of similar new catering stocks after listing, the analyst believes that CAVA’s earlier stock price adjustment has fully released most of the selling pressure, and it has now entered a time window with rebound conditions. The subsequent rebound rhythm can be verified in combination with fundamental indicators such as same-store growth rate and store expansion.