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

Tonghuashun 7/24

UN welcomes Hamas’ announcement to transfer administrative authority over the Gaza Strip

2026/7/7 11:35:59

On the 6th, UN Secretary-General Spokesperson Stéphane Dujarric stated at a regular press briefing that he welcomes the Palestinian Islamic Resistance Movement (Hamas)‘s announcement to dissolve its emergency committee operating in the Gaza Strip and transfer local administrative authority. He noted that this move will help implement the Gaza ceasefire agreement and advance the goals of relevant Security Council resolutions, and the UN will continue to support the promotion of establishing a unified Palestinian governing body.

Futures Midday Review: El Niño risks intensify! Oilseeds and oils sector leads gains, precious metals lead losses

2026/7/7 11:35:07

Domestic futures midday session shows mixed performance, with intensifying El Niño risks as the current core disruptive factor. The oilseeds and oils sector leads gains, while the precious metals sector leads losses. Looking at specific products: European container shipping futures fell more than 5%, Shanghai silver, red dates, glass, and lithium carbonate fell more than 2%; LPG rose more than 2%, rapeseed oil, stainless steel, propylene and other products rose more than 1%, with overall commodity trends showing obvious divergence.

A brigade of the 76th Group Army of the PLA Army organizes the first cross-day-and-night live-fire shooting assessment in the Gobi Desert of Northwest China since a certain type of artillery was commissioned

2026/7/7 11:33:59

According to CCTV News, a brigade of the 76th Group Army of the PLA Army recently launched the first cross-day-and-night live-fire shooting assessment in the Gobi Desert of Northwest China after a certain type of artillery was commissioned, aiming to test the combat and technical performance of the new equipment and the adaptation level of personnel and equipment integration. The assessment adopted multiple modes such as constant rate fire and rapid fire to strike targets of different distances and attributes. After multiple rounds of verification, the hit rate of this live-fire shooting met expectations.

Total ETF trading volume in the two markets stands at 283.652 billion yuan, down 124.835 billion yuan from the same time yesterday

2026/7/7 11:32:16

As of now, the total trading volume of ETFs in the two markets is 283.652 billion yuan, a decrease of 124.835 billion yuan from the same period yesterday, with overall trading activity cooling significantly. By category: the trading volume of bond ETFs is 106.24 billion yuan, slightly exceeding the 104.726 billion yuan of stock ETFs; the trading volumes of QDII, money market, and commodity ETFs are 62.635 billion yuan, 7.417 billion yuan, and 2.634 billion yuan respectively.

ETF Midday Review: Game ETFs lead gains with 3.02% increase, STAR Market innovative drug ETFs lead losses with 4.49% drop

2026/7/7 11:31:55

[ETF Midday Brief] ETFs showed divergent trends at the A-share midday close, with obvious differences in the performance of corresponding sectors: game ETFs led the gains across the market, with the game ETF with code 516010 rising 3.02% to top the list, and the two game ETFs 159869 and 516770 both rising nearly 3%; STAR Market pharmaceutical ETFs led losses, with the 589720 STAR Market innovative drug ETF falling 4.49% to lead the decline, and the other two related products both falling more than 4%.

A-share Midday Review: Shanghai Composite Index fell more than 1% in the half-day session, falling below 4000 points; semiconductor materials and advanced packaging segments performed positively

2026/7/7 11:31:04

The three major A-share indexes all fell in early trading. As of midday, the Shanghai Composite Index fell 1.04% below 4000 points, the Shenzhen Component Index fell 1.02%, and the ChiNext Index fell 0.78%, with only the STAR 50 and Beijing Stock Exchange 50 closing slightly higher. The half-day trading volume of the entire market was 1.64 trillion yuan, a decrease of 579.8 billion yuan from the previous trading day, with more than 4,700 individual stocks falling. At the sector level, semiconductor materials, advanced packaging, and gaming, catalyzed by industry positives, led gains, while precious metals, innovative drugs, coal and other sectors led the decline.

Eastmoney 7/24

South Korea’s KOSPI index extends losses to 7%

2026/7/7 11:28:07

South Korea’s KOSPI index recently extended its decline to 7%, last trading at 7487.25 points. Core market weight stocks weakened simultaneously, with the two major tech leaders leading losses: SK Hynix fell more than 9%, Samsung Electronics fell more than 8%. This sharp drop has significantly intensified short-term volatility in the South Korean equity market, with both institutional and individual investors holding relevant assets facing obvious unrealized drawdown pressure.

Canada announces largest defense procurement plan in history

2026/7/7 11:27:12

On the 6th, Canada officially announced the largest defense procurement plan in its history. Prime Minister Mark Carney announced that Germany’s Thyssenkrupp Marine Systems has been selected as the preferred supplier for the “Canadian Patrol Submarine Project”, and Canada plans to purchase up to 12 submarines. This project is the single highest-value project in Canadian defense procurement history, and will bring large long-term order revenue to the selected enterprise.

Cambricon establishes new company in Kunshan, covering integrated circuit and AI related businesses

2026/7/7 11:24:47

According to Qcc data, AI chip manufacturer Cambricon recently indirectly established a wholly-owned subsidiary Kunshan Xinruike Information Technology Co., Ltd. in Kunshan. The subsidiary has a registered capital of 10 million yuan, with Ji Xiaomin as its legal representative. Its business scope covers integrated circuit design, basic artificial intelligence software development, information technology consulting, etc., which will improve the company’s layout in integrated circuit and AI related businesses.

Weiguang Qihang completes 100 million-yuan Angel++ round of financing to accelerate engineering development of all-carbon fiber rockets

2026/7/7 11:24:30

Beijing Weiguang Qihang Technology recently completed a 100 million-yuan Angel++ round of financing, led by Changfeng Capital, with follow-on investment from institutions including Feitu Venture Capital, Xinding Capital, Caixin Capital, and Zhongtian Huifu. The funds raised will mainly be used for talent team building, accelerating the engineering development of the “Weiguang-1” all-carbon fiber rocket, the “Huaguang-1” full-flow liquid oxygen methane engine, and the production of core components such as 3.8-meter diameter carbon fiber storage tanks.

Trump: Resolving the Russia-Ukraine conflict will be “much faster than people think”

2026/7/7 11:22:01

[Brief Summary] On February 6, 2025, US President Trump stated at a public event that the progress of resolving the Russia-Ukraine conflict will be much faster than public and market expectations. Affected by this news, global market short-term risk appetite has risen slightly: international crude oil and grain commodities weakened at the opening of trading, safe-haven assets such as gold and the US dollar pulled back in the short term. The implementation rhythm of his subsequent mediation measures will continue to affect the trend of relevant assets.

Hong Kong Gold Central Clearing and Settlement System launches trial operation today

2026/7/7 11:21:26

The Hong Kong Financial Services and the Treasury Bureau announced today that the Hong Kong Gold Central Clearing and Settlement System has launched trial operation, with a number of supporting measures launched simultaneously: first-phase “physical connectivity” with the Shanghai Gold Exchange, launch of the “HAU” price code, expansion of storage and refining capacity, research on tax incentives, improvement of the flexibility of MPF investment in gold ETFs, etc., aiming to build a modern full-chain gold trading ecosystem.

Yahoo Finance

Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade

2026/7/6 00:13:48

A recent overseas market view has attracted the attention of investors in the storage sector: the view holds that there is no need to overly focus on the investment opportunities of storage giant Micron. There is currently an unnamed stock in the AI storage track whose business directly matches the storage capacity upgrade demand brought by the explosion of AI computing power. It is regarded by some institutions as a potential high-quality investment target on a 10-year horizon, which has also driven the market’s enthusiasm for exploring non-leading AI storage targets.

Investors with $5M+ are done being landlords — and one passive strategy pays 10% to 12% ‘easy money’

2026/7/6 00:30:00

Recently, high-net-worth groups overseas with investable assets of more than $5 million have generally adjusted their real estate allocation logic: they no longer hold real estate directly as landlords, avoiding risks of holding property such as rental operation and maintenance, vacancy, and market fluctuations. A type of passive real estate investment strategy currently on the market can meet this demand, requiring no investor participation in actual operation, with an annualized return of 10%-12%, and is becoming an alternative allocation option for this group.

Tech Rotation, FOMC and Other Key Things to Watch this Week

2026/7/6 01:00:02

This week, the global financial market focuses on two core themes: first, the rotation trend of the technology sector. After the phased divergence of the AI market rally, the switching logic of capital between US tech leaders, hardware and software technology sub-sectors, and science and innovation ETFs will directly affect the valuation trend of global growth stocks; second, the interest rate resolution of the Federal Reserve FOMC meeting and Powell’s speech, the policy signals released will affect the US dollar, US bond yields, and the pricing of global asset classes.