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

Tonghuashun 7/24

Insiders confirm former OpenAI researcher Tian Yonglong recently joined Tencent

2026/7/8 10:48:27

Blue Whale News confirmed from sources close to Tencent that former OpenAI researcher Tian Yonglong will join Tencent soon as the new head of Hunyuan multimodal direction. Tian Yonglong graduated from Tsinghua University with a bachelor’s degree, previously worked at Google Research, DeepMind, and OpenAI, and has profound expertise in fields such as computer vision and generative models. He is a Tsinghua alumnus and former OpenAI colleague of Tencent’s current chief AI scientist Yao Shunyu.

Styrene main contract on Dalian Commodity Exchange surges 5%

2026/7/8 10:47:15

[Financial Brief] The subject is the styrene main contract on the Dalian Commodity Exchange (DCE for short). The intraday increase of this contract has reached 5%, with the latest quotation at 7,809 yuan per ton. As a core basic chemical raw material, the price increase of styrene will be directly transmitted to downstream industrial chains such as EPS, ABS, and synthetic rubber, and relevant production enterprises will face phased upward pressure on the cost side.

Goldman Sachs, Bank of America, Citi give “Buy” ratings, MiniMax receives collective bullish outlook from Wall Street

2026/7/8 10:45:03

News from Science and Technology Innovation Board Daily: In the first week of July, MiniMax simultaneously received “Buy” ratings from three international financial institutions: Goldman Sachs, Bank of America, and Citi, with Goldman Sachs setting a target price of HK$860 for it. The three institutions are respectively bullish on the high gross profit margin brought by its M3 model computing architecture, the long-term profit margin stability supported by infrastructure efficiency, and the high revenue growth corresponding to its product ecosystem.

Shanghai to hold city-wide mobilization meeting for agricultural science and technology system and mechanism reform

2026/7/8 10:42:46

On July 8, Shanghai held a press conference to introduce the relevant situation of the “15th Five-Year Plan for Promoting Comprehensive Rural Revitalization in Shanghai”. Feng Zhiyong, Director of the Shanghai Municipal Commission of Agriculture and Rural Affairs, revealed that the city will soon hold a city-wide mobilization meeting for agricultural science and technology system and mechanism reform. Follow-up work will strengthen organized agricultural scientific research, improve the overall efficiency of the agricultural science and innovation system, and drive the development of new quality productive forces in agriculture.

Shenzhen releases 15 artificial intelligence application scenarios in government affairs field

2026/7/8 10:41:18

The Shenzhen Municipal Bureau of Government Services and Data Administration recently released the first batch of 2026 artificial intelligence application scenario list in the government affairs field, containing a total of 15 scenarios covering five major areas including auxiliary decision-making, government services, and urban governance. The list is planned to be released in three batches this year. Departments including emergency management, water affairs, and finance have clarified the implementation arrangements for corresponding AI tools, which will improve government efficiency, promote the in-depth integration of AI and government affairs, and help Shenzhen build a pioneer city for artificial intelligence.

Taiwan Affairs Office: Will forever remember the heroic anti-Japanese spirit of Taiwan compatriots

2026/7/8 10:40:46

On July 8, the Taiwan Affairs Office held a regular press conference. In response to questions about commemorative activities held by all sectors across the Taiwan Strait for the 89th anniversary of the “July 7th War of Resistance” this year, spokesperson Chen Binhua responded that the victory of the War of Resistance ended Japan’s 50-year occupation of Taiwan and promoted Taiwan’s return to the motherland. We will forever remember the heroic anti-Japanese spirit of Taiwan compatriots and their efforts for the liberation cause of the Chinese nation.

Eastmoney 7/24

Did Samsung’s earnings report crash global chip stocks? Wall Street tech analyst: Investors overreacted!

2026/7/8 10:54:05

Recently, after Samsung released its preliminary Q2 2024 results, global chip stocks generally fell. The claim that “Samsung’s earnings report crashed global chip stocks” has sparked widespread market discussion. Jordan Klein, TMT sector analyst at Mizuho Securities, released a research report on Tuesday stating that investors overreacted this time, and this round of sector sell-off is caused by fading trading momentum, not deterioration of the semiconductor industry’s fundamentals.

TSMC and Samsung projects may face setbacks? US chip bet hits reality: Shortage of 160,000 skilled workers!

2026/7/8 10:53:18

The latest industry report shows that the US plan to promote the local return of chip manufacturing is encountering a labor bottleneck, with the current shortage of high-skilled workers in the US chip industry reaching 160,000. Affected by this, new semiconductor projects laid out in the US by TSMC, Samsung, etc. may face setbacks, there is a risk of delay in the construction of new factories with a total scale of billions of dollars, and the subsequent release of chip production capacity will also be restricted.

Xinhao Optoelectronics and others establish new energy technology company

2026/7/8 10:52:30

Financial Brief: Information disclosed by Qichacha shows that Shenzhen Jingu New Energy Technology Co., Ltd. was officially established recently, with Lu Gefei as the legal representative, and its business scope covers emerging energy technology R&D, energy storage technology services, new material technology R&D, intelligent control system integration, etc. Equity penetration shows that the company is jointly owned by A-share listed company Xinhao Optoelectronics and Qingdao Jinguang New Energy Technology Co., Ltd.

Xiaocaiyuan announces 3 million yuan donation to flood-hit areas in Guangxi

2026/7/8 10:49:15

Affected by Typhoon Maysak, many areas in Guangxi have recently experienced continuous heavy rainfall, and severe floods have occurred in some areas, with a severe flood control situation. On July 8, Xiaocaiyuan announced the launch of an emergency response mechanism, donating 3 million yuan to the disaster-hit areas in Guangxi. The donation will be used for emergency rescue and material guarantee for affected people, supporting local flood control and disaster relief work.

Boyun Technology completes new round of financing worth hundreds of millions of yuan

2026/7/8 10:49:15

Jiangsu Boyun Technology Co., Ltd., a cloud-native AI computing infrastructure software solution provider, recently completed a new round of strategic financing worth hundreds of millions of yuan. This round is led by Suzhou Yuanhe Holdings and Yuanfeng Capital, with state-owned entities from multiple regions including Hefei Baohe District and Zhangjiagang participating in the investment. The participation of state-owned investors will provide supporting resource support for Boyun Technology’s subsequent technology R&D and regional business layout implementation.

Taiwan Affairs Office responds to local Taiwan concerns that TSMC will become “US Semiconductor”

2026/7/8 10:48:39

In response to public concern among Taiwan residents that TSMC will become “American Semiconductor” after investing in the US, Taiwan Affairs Office spokesperson Chen Binhua responded: The DPP authorities regard TSMC’s US investment as a token of “relying on the US to seek independence”, clinging to the US without bottom line, actively cooperating with the US to seize Taiwan’s advantageous industries, sacrificing local industrial interests in exchange for political support. The further it goes down the wrong path, the more likely the public’s concerns will become reality.

Yahoo Finance

Best Buy and Apple flag a price shock for shoppers

2026/7/7 04:33:00

Financial Brief: The subjects are leading US consumer electronics retailer Best Buy and tech giant Apple. Recently, the two have successively issued warnings to the market, indicating that downstream consumers will face price increase shocks when purchasing consumer electronics in the future. This signal not only means that the cost for consumers to purchase related products will rise, but also highlights that upward pressure from inflation and supply chain costs has been transmitted to the end consumer electronics sector.

Earnings Preview: What To Expect From Mid-America Apartment Communities’ Report

2026/7/6 23:02:28

This earnings preview focuses on the upcoming latest financial report of Mid-America Apartment Communities (MAA), a leading US listed apartment REIT. The market is currently widely concerned about whether its apartment occupancy rate, rent increase, operating cost changes and profit level during the reporting period meet consensus expectations. Relevant data will provide important reference for judging the prosperity of the US rental housing market and valuing similar residential REITs.

Analysts Say This Stock Is a Buy Now to Take Advantage of a Historic AI Supercycle

2026/7/6 23:02:32

Recently, analysts from multiple leading overseas investment research institutions released the latest research report views, giving a clear buy rating to an unnamed stock with layout in the core AI sector, believing that the current valuation is at a suitable entry point. Analysts point out that the global AI industry is entering a historic supercycle, and relevant high-quality targets are expected to see dual growth in performance and valuation. Investing in this stock can fully capture the long-term growth dividend brought by this round of AI industry explosion.