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

Eastmoney 24/7

Over 52 billion yuan in capital flows out of 9 tech stocks

2026/7/5 11:23:39

In the week from June 29 to July 3, A-share trends diverged: low-position sectors rose while high-position tech sectors adjusted. Total turnover over the five trading days exceeded 17 trillion yuan, with the pharmaceutical biology, beauty care, and automotive sectors leading gains across industry segments. On the capital side, 9 tech stocks including Tofcom, GigaDevice, and BOE A recorded a total net main capital outflow of more than 52 billion yuan.

Chinese naval fleet arrives in Vietnam for visit

2026/7/5 10:56:15

[Short Summary] On the morning of the 5th local time, at the invitation of the Vietnamese Navy, the Chinese People’s Liberation Army naval fleet consisting of the CNS Qi Jiguang and CNS Kunlun Shan officially arrived in Ho Chi Minh City, Vietnam for a friendly visit. In recent years, the Chinese and Vietnamese navies have continued to deepen cooperation in multiple areas such as mutual ship visits and joint patrols, and such interactions play a positive role in enhancing mutual trust between the two countries and maintaining regional peace and stability.

Rejecting blame-shifting: South Korea’s ruling party criticizes US report as “inaccurate”

2026/7/5 10:47:37

On July 4, South Korea’s ruling Democratic Party of Korea publicly responded to a recently released US report related to local e-commerce giant Coupang, stating that the content of the report is seriously inaccurate and expressing strong regret over it. It also criticized Coupang for attempting to use the US report to shift responsibility for its earlier large-scale user information leak incident, explicitly rejecting the improper blame-shifting behavior of relevant parties. This statement directly negates the credibility of the involved report.

International storage giants plan 20% price hike! Domestic manufacturers: Price increase negotiations are indeed underway

2026/7/5 10:46:23

According to South Korean media ZDNet, international storage giant Samsung is pushing for DRAM memory chip price increases in the third quarter of 2026, planning to raise the average selling price by up to 20% compared to the previous quarter, and is currently in intense negotiations with customers. Relevant domestic storage manufacturers have confirmed that negotiations related to this round of price increases are indeed ongoing in the industry, and the supply and demand pattern of the storage industry chain may see a new round of adjustment.

Guizhou: Build 5 high-star baijiu experience hotels and 10 characteristic taverns by 2027

2026/7/5 10:44:38

The General Office of the Guizhou Provincial People’s Government recently issued the 2026-2030 action plan for upgrading from “selling baijiu to selling lifestyle”, which clearly states that by 2027, it will newly build 10 characteristic wineries, 10 fine wine and food blocks, 5 high-star baijiu experience hotels, 10 characteristic taverns, and simultaneously upgrade 21 wine-tourism integrated scenic spots to enrich baijiu consumption experience scenarios and improve the wine-tourism integrated business format.

This year China’s full film industry chain output value exceeds 200 billion yuan

2026/7/5 10:35:19

More than 90 films of different types are being released concentratedly in the 2026 summer season, driving the boom of the “light and shadow economy”. Movie viewing traffic links up with cultural tourism, business districts, catering and other formats to achieve two-way drainage. This year, the full-chain output value of China’s film industry has exceeded 200 billion yuan. The National Film Administration and the State Administration for Market Regulation have introduced new regulations to support the upgrading of cinema formats, and the superposition of multiple dividends has injected strong impetus into the summer consumer market.

Yahoo Finance

Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.

2026/7/4 04:22:04

Short summary: The underlying assets involved are US Social Security retirement benefits and personal pension investment assets. The current average monthly US Social Security payment is $2,081. Recently released financial calculations have clarified the minimum principal threshold required to match this fixed monthly income through investment returns, and the results can be used as a quantitative reference for the US working population to plan personal pension reserves and assess funding gaps.

ETF Inflows Top $1 Trillion at the Halfway Point of 2026

2026/7/4 05:00:06

[Financial Brief] Halfway through 2026, the cumulative net inflow of global ETFs has exceeded the $1 trillion mark. This data confirms that global investor demand for indexed allocation tools remains high, and the capital inflow structure of various segmented ETF categories will also become a core reference indicator for observing changes in global broad asset allocation preferences in the future.

Applied Materials Stock May Not Be as Expensive as It Seems Even After Record Rally

2026/7/4 03:30:02

Summary: The underlying asset involved is Applied Materials, the global semiconductor equipment leader listed on 美股. After the stock recorded a record rally recently, there was market controversy over its allegedly high valuation. Current industry analysis shows that, supported by the AI computing chip production expansion boom and continuously rising global wafer fab equipment demand, Applied Materials’ subsequent performance growth can digest the current valuation, so its actual valuation is not as high as it appears on the surface.