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

Tonghuashun 7/24 News

Foldable iPhone rumored to enter mass production by the end of the month

2026/7/6 11:39:12

On July 6, a blogger revealed that Apple’s first foldable iPhone Ultra has started small-batch production, and will enter the mass production phase as early as the end of this month. Due to labor shortages at domestic foundries, relevant production lines are urgently recruiting workers. Supply chain enterprise Lansi Technology recently released a recruitment announcement for multiple positions, with monthly salaries ranging from 5,500 to 7,500 yuan. The industry generally believes that this recruitment drive is to reserve manpower for the mass production of this foldable model.

Japan’s 10-year government bond yield rises 3.5 basis points to 2.805%

2026/7/6 11:38:57

【Financial Summary】For Japan’s 10-year government bond, its recent yield has risen 3.5 basis points from the previous value, hitting 2.805%, the highest level since 2013, with the increase exceeding general market expectations. This change will directly push up Japan’s domestic long-term financing costs, and may trigger accelerated repatriation of global yen carry trade capital, bringing certain spillover pressure on global bonds and equity risk assets.

Southbound capital records net purchase of over HK$9 billion

2026/7/6 11:31:47

According to Tonghuashun iFinD data, as of press time, the net purchase amount of southbound capital has exceeded HK$9 billion, of which the Shanghai-Hong Kong Stock Connect channel recorded a net purchase of over HK$5.767 billion, and the Shenzhen-Hong Kong Stock Connect channel recorded a net purchase of over HK$3.326 billion. This large inflow corresponds to the allocation of 港股 market assets, which will bring incremental capital support to 港股, reflecting that mainland capital’s willingness to allocate 港股 has increased.

A 股 Midday Review: STAR 50 Index rises nearly 2% in half day, semiconductor sector bottoms out and rebounds

2026/7/6 11:31:42

【A 股 Midday Summary】As of midday close, the STAR 50 Index led major indices with a 1.96% gain, and the semiconductor sector bottomed out and rebounded; the Shanghai Composite Index edged up 0.08%, while the Shenzhen Component Index, ChiNext Index, and Beijing Stock Exchange 50 Index fell 0.36%, 0.51%, and 1.36% respectively. The half-day turnover of the entire market was 2.22 trillion yuan, an increase of 147.4 billion yuan from the previous day, with more than 3,500 stocks falling. Pork and innovative drug sectors, boosted by rising pork prices and policy catalysts, led the gains, while computing power hardware, fluorine chemical and other sectors led the declines.

ETF Midday Review: 港股 Connect innovative drug ETF leads gains with 3.84% rise, robotics ETF leads losses with 4.64% drop

2026/7/6 11:30:53

Midday ETF closes show mixed performance: ETFs tracking the 港股 Connect innovative drug sector led the entire market, with the product under code 159316 rising 3.84% to top the list, and the two other sector products under codes 159286 and 520880 rising 3.70% and 3.64% respectively. Robotics sector ETFs led the losses, with the product under code 159050 dropping 4.64% as the biggest decliner, and products 159039 and 159272 falling 4.18% and 4.09% respectively. Investors in the two sectors saw significant differences in intraday floating profits and losses.

Stock index futures close in morning session, most main contracts fall

2026/7/6 11:30:19

Stock index futures closed in the morning session, with most main contracts falling and significant differentiation between varieties. Specific performance: CSI 300 stock index futures (IF) main contract fell 0.17%, only the SSE 50 stock index futures (IH) main contract rose against the trend by 0.48%, CSI 500 stock index futures (IC) and CSI 1000 stock index futures (IM) main contracts fell 0.96% and 1.40% respectively, with stock index futures linked to small and medium-cap stocks leading the declines significantly.

Eastmoney 7/24 News

CSI Convertible Bond Index rises 0.12% at midday, standing at 507.50 points

2026/7/6 11:35:28

At midday on July 6, the CSI Convertible Bond Index closed up 0.12% at 507.50 points, with obvious differentiation in the convertible bond market on the day. Among rising products, Sanjiang and Longda convertible bonds both rose 20%, followed by XD Yinwei Convertible, Zhuomei, and Jingzhuang convertible bonds in terms of gains; Lianrui convertible bond led the decline with a 12.91% drop, followed by Qifan, Haomei, Guanzhong, and Changhai convertible bonds, with declines ranging from 4.68% to 6.34%.

Moore Threads announces completion of ultra-fast adaptation for Meituan’s LongCat-2.0

2026/7/6 11:35:22

On July 6, Meituan officially open-sourced its new generation trillion-parameter large model LongCat-2.0. On the same day, domestic GPU manufacturer Moore Threads announced that it has completed ultra-fast adaptation for this large model based on its AI training and inference integrated intelligent computing card MTTS5000 and MUSA software stack. This adaptation verifies the ability of domestic GPUs to support ultra-large-scale large models, and also provides a domestic computing power option for the subsequent commercial launch of LongCat-2.0.

Henan: Explore and implement the “phased” model for infrastructure REITs listing and issuance

2026/7/6 11:35:22

News on July 6, the General Office of the People’s Government of Henan Province recently issued relevant policies to promote high-quality development of private investment, clearly promoting the issuance of infrastructure REITs and exploring the “phased” model: first sort out and integrate high-quality assets to set up Pre-REITs incubation, then transition to public offering REITs for listing. At the same time, it will seize the opportunity of commercial real estate REITs issuance, support eligible private investment projects to participate, and help private enterprises broaden financing channels, revitalize stock assets, and optimize asset-liability structure.

Government bond futures rise across the board at midday

2026/7/6 11:34:54

Domestic government bond futures rose across the board at midday today, with main contracts of the four mainstream varieties of 2-year, 5-year, 10-year, and 30-year all recording gains. Specific quotes: 30-year main contract rose 0.32% to 113.690 yuan, 10-year rose 0.11% to 109.170 yuan, 5-year rose 0.09% to 106.435 yuan, 2-year rose 0.03% to 102.660 yuan, with long-end varieties leading gains, reflecting that the current bullish sentiment in the bond market is relatively strong.

A 股 Midday: ChiNext Index falls 0.51%, semiconductor industry chain declines

2026/7/6 11:33:29

A 股 midday market showed differentiation: Shanghai Composite Index edged up 0.08%, Shenzhen Component Index fell 0.36%, ChiNext Index fell 0.51%, and STAR Market Composite Index rose against the trend by 0.62%. At the sector level, the semiconductor industry chain declined as a whole, with glass fiber, glass substrate, rare earth, 6G, and commercial aerospace concepts leading the losses; superhard materials, GPU, innovative drugs and generic drugs sectors performed relatively strong.

Midday Review: STAR 50 Index bottoms out and rebounds nearly 2%, pharmaceutical sector strengthens across the board

2026/7/6 11:31:54

(LLM summarization failed, please supplement manually later)

Yahoo Finance

AI is Driving Utilities to Spend a Record $240 Billion in 2026. Buy These Stocks to Capitalize on the Power Surge.

2026/7/5 00:35:00

Global AI computing power demand continues to rise, driving a substantial increase in power consumption. Industry forecasts show that in order to meet the surging demand for power supply and grid dispatching, global investment in the utility sector will hit a historical record of $240 billion in 2026. The current market generally pays attention to listed targets related to power operation, smart grid, green power supporting and other sectors, which are expected to benefit from this cycle of utility investment expansion.

Trump Accounts to debut as US kicks off 250th Independence Day celebrations

2026/7/5 00:02:42

Public information shows that the relevant product is “Trump Accounts”, a financial product linked to Donald Trump. The core event is that the product will be officially launched at the same time as the US launches its 250th Independence Day celebration series. Its specific product attributes have not been disclosed yet. Choosing to launch on the occasion of Independence Day may drive a small short-term fluctuation in the trading heat of Trump-related concept sectors in the 美股 market.

AeroVironment Posted Solid Earnings and the Stock Reacted Sharply Higher. If You Can Tolerate Risk, Buy Here.

2026/7/5 00:00:02

Short summary: The relevant target is 美股-listed US military drone system supplier AeroVironment. The core event is that the latest earnings report released by the company shows solid performance, meeting or even exceeding general market expectations. The impact of the event is that the stock rose sharply in the secondary market after the earnings report was released. Third-party market analysis points out that investors with matching risk tolerance can consider the current layout opportunity for this target.