Daily Investment News Digest · 2026-07-23
15 News Briefs · Multi-source Aggregated + AI Rewritten
Automatically scraped from Tonghuashun and Eastmoney by cron at 08:00 Beijing time daily, summaries rewritten by Doubao. For information collation only, does not constitute investment advice.
- Industry clarifies quantitative trading must not amplify market fluctuations, lithium mining and industrial metal sectors strengthen, two innovative drugs approved for launch
- U.S. Treasuries show rare risks not seen since the financial crisis, U.S. plans to ban congressional insider trading, Saudi Arabia and UAE repair relations
- Tesla increases capital expenditure in robotics and other fields, crypto institution files for bankruptcy, GM raises performance guidance and its share price rises
Tonghuashun 24/7
Industry Experts: Quantitative trading is not prohibited, but must never become an “amplifier” of market fluctuations
2026/7/23 10:52:36
From July 20 to 21, the China Securities Regulatory Commission held a high-density series of capital market symposiums to solicit opinions from all parties on the stable and healthy development of the market, with standardizing quantitative trading and AI applications and increasing penalties for violations as core topics. Industry experts stated that quantitative trading can be carried out in compliance with regulations, but must not become an amplifier of market fluctuations, and boundaries for technology application need to be clearly defined. Relevant statements have shifted from “standardized development” to “standardized behavior”, indicating that specific regulatory policies may soon be rolled out.
Checkpoint in southern Thailand hit by bomb attack, 5 soldiers killed
2026/7/23 10:51:40
Xinhua News Agency reported on the 23rd citing Thai media that on March 22, a checkpoint in Ra-ngae District, Narathiwat Province, southern Thailand was attacked by unknown persons with guns and pipe bombs, leaving 5 soldiers dead and 6 civilians injured. 6 attackers fled by car after the incident. Local authorities have activated the highest level of security to fully pursue the perpetrators, and Thai Prime Minister Anutin has required proper response, clarifying that the peace negotiation process for the southern border will continue to advance.
CATL’s “sky-high lithium mine” Snowway receives EIA acceptance
2026/7/23 10:48:21
Snowway Mining, which sparked an industry-wide bidding war as the “sky-high lithium mine” when its 54.29% equity was auctioned in 2022, is now 100% controlled by CATL via a restructuring plan worth over 6.4 billion yuan. Recently, the environmental impact assessment (EIA) for its 1.5 million ton annual capacity lithium mining development project was accepted and publicized by the Ganzi Prefecture Ecological Environment Bureau, marking that the mine development has officially moved from the preliminary formalities preparation stage to the substantive construction preparation stage.
Industrial metal sector continues to strengthen
2026/7/23 10:44:03
The industrial metal sector has continued to strengthen recently: on the individual stock side, Shengda Resources has recorded 3 consecutive limit-up days, Hongqiao Holdings and Nanshan Aluminum hit limit-up, while Tianshan Aluminum, Western Mining and many other industrial metal stocks followed the rise. Among related ETFs, GF Nonferrous Metals ETF (159029) rose 3.74% with a turnover of approximately 23.89 million yuan, and E Fund Industrial Nonferrous Metals ETF (159032) rose 3.8% with a turnover of approximately 9.72 million yuan.
New UK Prime Minister cuts bus fares in some regions
2026/7/23 10:35:33
[News Summary] Relevant targets are bus services and the livelihood consumption sector in England, UK: New Prime Minister Andy Burnham announced on the 22nd that he will cut local bus fares to ease the cost of living pressure on the public. Observers pointed out that high bus fares are only the tip of the iceberg of thorny social problems in the UK, and Burnham’s administration still faces a mountain of livelihood challenges at present.
NMPA approves 2 innovative drugs for launch
2026/7/23 10:32:53
Recently, the National Medical Products Administration approved two Class 1 innovative drugs for launch through the priority review and approval procedure: one is Oprelton tablets (trade name Aozeyue) declared by Takeda USA, indicated for type 1 narcolepsy patients aged 16 and above (adolescents and adults); the other is Sipracopan succinate tablets declared by Sichuan Haisco Pharmaceutical, used for adult patients with paroxysmal nocturnal hemoglobinuria who have not received complement inhibitor treatment before.
Eastmoney 24/7
Lithium mining concept continues to strengthen, Guocheng Mining and Yongshan Lithium both hit limit-up
2026/7/23 10:51:13
[Lithium Mining Sector Performance Summary] Recently, the A-share lithium mining concept sector continued to strengthen during intraday trading. On the individual stock level, Guocheng Mining and Yongshan Lithium both hit limit-up; Shengxin Lithium Energy, Tianhua New Energy, Dazhong Mining, Sinomine Resource and other industry chain related stocks followed the rise, all up more than 6%. The widespread general rise in the sector shows that the recent market performance of lithium mining related targets is generally strong overall.
Time to rein in Capitol Hill stock wizards? U.S. Senate to vote on Ban Insider Trading Act
2026/7/23 10:49:54
On Wednesday local time, the U.S. House of Representatives voted 232 to 198 to pass the Stop Insider Trading Act, the first congressional stock trading ban bill voted on by the full House of Representatives. Its core is to restrict members of Congress and their families from buying and selling stocks, directly targeting the previously controversial insider trading problem of “Capitol Hill stock wizards”. The bill will next be submitted to the Senate for deliberation.
Tesla earnings call transcript: Massive bet on robotics, autonomous driving and energy storage, capital expenditure continues to expand
2026/7/23 10:46:57
[Short Summary] Relevant target is Tesla. After the market close on Wednesday U.S. Eastern Time, Tesla released its Q2 earnings report. Although vehicle delivery and energy storage installation data are impressive, declining gross margin and high expansion investment triggered market concerns, and the share price fell immediately in after-hours trading. On the earnings call, Musk said the company is expanding on a large scale, with capital expenditure expected to exceed $25 billion this year and continue to grow over the next two to three years, focusing on the robotics, autonomous driving and energy storage tracks.
A scenario never seen since the financial crisis! Explained: Is U.S. debt in big trouble?
2026/7/23 10:44:37
[Short Summary] Relevant target is the U.S. 30-year Treasury bond, which currently shows a rare situation not seen since the 2008 financial crisis: the inflation-adjusted real yield has risen to the highest level since the financial crisis, and the number of trading days where the yield has remained above 5% so far this year is the highest since the early days of the financial crisis, reflecting investors’ deep concerns about the continued expansion of U.S. government debt and strong inflation stickiness.
Senior Saudi and UAE officials make rare joint appearance to confirm relationship repair
2026/7/23 10:40:41
Recently, senior officials of Saudi Arabia and the UAE, which previously had serious differences over Yemen and Iran-related issues and once had tense relations, made a rare public appearance together and released a group photo, officially sending a clear signal of bilateral relationship repair at the official level. This change will reduce the uncertainty of geopolitical games in the Middle East, and form positive support for global crude oil supply expectations, regional economic and trade and energy cooperation stability.
Nonferrous · Aluminum sector rises amid volatility, Hongqiao Holdings hits limit-up
2026/7/23 10:40:37
The A-share nonferrous aluminum sector has risen amid volatility during intraday trading recently, with general gains for individual stocks in the sector: target Hongqiao Holdings hit limit-up, and 5 stocks including Nanshan Aluminum, Zhongfu Industrial, Tianshan Aluminum, Huafeng Aluminum and Yunnan Aluminum all rose more than 5%. The short-term performance of the sector is strong, and the secondary market trading heat of relevant aluminum-related listed enterprises has increased significantly.
Yahoo Finance
Popular crypto firm files for Chapter 11 after token collapse
2026/7/22 05:38:33
A well-known overseas crypto operator officially filed for Chapter 11 bankruptcy protection under the U.S. Bankruptcy Code after the price of its natively issued token crashed. This procedure allows enterprises to maintain operations during the debt restructuring stage. The official has not yet disclosed the specific debt scale, there is high uncertainty regarding asset redemption for holders of the involved token, and the incident will further hit investment confidence in the crypto market.
GM stock rises after automaker boosts full-year guidance, reports Q2 earnings
2026/7/21 00:21:30
[Financial Short Summary] Relevant target is 美股 General Motors (NYSE:GM). Core event: General Motors recently released its Q2 financial results, and at the same time raised its full-year performance guidance, with overall performance better than the general market expectation. Direct impact: After the double positive news landed, General Motors’ share price rose immediately during 美股 trading hours, and institutions are currently assessing the follow-up impact of this guidance adjustment on its full-year valuation.
Oracle Stock Is Deep in the Red, But Wall Street Sees 220% Upside
2026/7/21 23:15:31
[Financial Short Summary] Relevant target is 美股 tech company Oracle. The stock has weakened significantly recently, currently in a deep decline range, with sluggish secondary market performance. However, Wall Street institutions are generally optimistic about its subsequent trend, and calculation results show that the stock has a maximum upside of about 220% in the future, and institutions currently have a relatively unified bullish stance on the stock.
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