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

Eastmoney 7×24

Institutions: Global DRAM shortage forecast to reach 28.7EB in 2030, memory chip market may enter long-term supply-demand tight cycle

2026/7/16 10:42:45

Market research firm CitriniResearch’s latest forecast: Total global DRAM (including HBM) demand is expected to reach 157.5EB in 2030, while supply will only be around 128.8EB, leaving a shortage of 28.7EB, accounting for 18% of total demand that year. Among them, ordinary DRAM is the biggest supply bottleneck, with the shortage rate rising to 25%, and the memory chip market may enter a long-term cycle of tight supply and demand.

Rare Metal ETF Huafu (561800) is in adjustment and consolidation phase, lithium battery industry chain enterprises report widespread positive H1 performance pre-announcements, Q3 downstream restocking is expected to drive lithium prices to stabilize and rebound

2026/7/16 10:42:09

As of 10:24 on July 16, 2026, the CSI Rare Metals Theme Index (930632) fell 0.81%, with constituent stocks mixed, and CMOC, Oriental Zirconium Industry, and Jinduicheng Molybdenum leading the gains. The Huafu Rare Metal ETF (561800) tracking this index is currently in the adjustment and consolidation phase, with an intraday turnover rate of 3.25% and transaction volume of 6.6776 million yuan. Currently, the lithium battery industry chain has widespread positive pre-announcements for H1 performance, and downstream restocking in Q3 is expected to drive lithium prices to stabilize and rebound.

Institutions: ByteDance’s short drama app PineDrama’s Q2 downloads increased 460% quarter-on-quarter

2026/7/16 10:41:26

On July 16, third-party institution SensorTower released 2026 Q2 data for China’s non-game mobile app overseas market: the overall market continued to grow in the period, but track differentiation intensified. ByteDance’s short drama app PineDrama’s downloads rose 460% quarter-on-quarter; a total of 8 short drama apps made it to the top 20 income list, and vertical tool PictureThis’s revenue increased 237% quarter-on-quarter, making it one of the fastest growing tool products of the quarter.

Cubic Sensor, Guide Infrared and others established a sensing technology company in Wuhan with a registered capital of 5 million yuan

2026/7/16 10:40:56

According to Tianyancha, Wuhan Optics Valley Xinwei Sensing Technology Co., Ltd. was recently established with a registered capital of 5 million yuan, with Shi Weixuan as the legal representative. The company is jointly owned by A 股 listed companies Cubic Sensor (688665), Guide Infrared (002414), Wuhan Optics Valley New Technology Industry Investment, Huagong Xingaoli Electronics and other entities, with business scope covering IoT technology R&D, related technical services, enterprise management consulting, etc.

Montage Technology: Will actively cooperate with South Korean prosecution’s investigation, current company operations are normal

2026/7/16 10:39:45

On July 15, South Korean prosecutors raided the South Korean offices of Montage Technology, Japan’s Renesas Electronics, and US-based Rambus, investigating the three companies for alleged price manipulation of semiconductor components. On July 16, relevant staff of Montage Technology responded to Science and Technology Innovation Board Daily that the company is currently verifying relevant information, has always operated in compliance, will actively cooperate with the investigation, and all current production and operations are normal.

Laboratory animal concept stocks fluctuated and rebounded intraday, Joinn Laboratories hits 3 limit-ups in 5 days

2026/7/16 10:37:57

Laboratory animal concept stocks fluctuated and rebounded intraday, among which Joinn Laboratories recorded 3 limit-ups in 5 days, Biocytogen rose more than 10% to a post-listing high, and Raybow Pharmaceutical, Zhongfu Technology, and Pharmaron also rose accordingly. On the news front, the average price of experimental monkeys has exceeded 200,000 yuan, up more than 40% from the average price of 140,000 yuan at the end of 2025; institutions expect the supply-demand gap will not improve in the next two years, with a gap of 15,000 to 20,000 in 2026-2028, and monkey prices may remain high for a long time.

Yahoo Finance

Microsoft CEO adds fuel to Palantir CEO’s AI warning

2026/7/15 11:07:00

[Short Summary] Related tickers: 美股 Microsoft (MSFT.O), Palantir (PLTR.N). Event: Microsoft CEO Satya Nadella recently made a public statement echoing Palantir CEO Alex Karp’s earlier warning that large-scale AI deployment has security vulnerabilities and potential regulatory compliance risks. Impact: The statement has sparked discussions in the overseas tech circle about the pace of AI commercialization, and may suppress the market’s optimistic expectations for rapid profitability of small and medium-sized AI vendors in the short term.

Here’s Laughing Water Capital’s Updates on Stride (LRN)

2026/7/14 23:03:52

Overseas investment institution Laughing Water Capital released the latest tracking updates on 美股 listed edtech company Stride (ticker: LRN), and specific content is pending formal disclosure by the institution later. If this update involves position adjustments, rating changes or fundamental research conclusions, it may have a certain impact on LRN’s secondary market trading sentiment and short-term pricing later.

SK Hynix Picked a Tough Time to Debut on Wall Street. Investors May Want to Wait Before Diving In.

2026/7/14 23:05:01

South Korean memory chip leader SK Hynix is recently advancing its 美股 listing, and the timing of this listing is not ideal: the global memory chip cycle is still at the end of the downward phase, and the 美股 tech sector is currently under great pressure of valuation correction. The industry generally reminds that ordinary investors do not need to rush to follow the trend to enter the market, and can wait until its valuation is fully digested after listing and performance certainty is clear before making a decision.