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

Tonghuashun 7×24

As of the end of July this year, online reads of Chinese versions of national standards exceeded 174 million

2026/8/4 10:42:00

The State Administration for Market Regulation has rolled out convenience measures to make national standards freely available to the public: last year, more than 30,000 national standards were opened for free download, this year more than 2,600 additional foreign-language versions of national standards are fully available for free public access. At the same time, platform functions have been integrated, and a “one-click download” service has been launched to improve ease of use. As of the end of July 2026, the Chinese versions of national standards have accumulated over 174 million reads and more than 53 million downloads; the foreign-language versions, which have only been launched for three months, have recorded over 120,000 reads, with national standards for artificial intelligence and safety ranking among the most popular.

ChiNext Index rises 4%

2026/8/4 10:41:42

Today, the three broad-based A 股 indices showed divergent trends: as the core leading gainer, the ChiNext Index’s gains continued to expand to 4%, making it the best-performing major broad-based index of the day; over the same period, the Shanghai Composite Index dipped 0.06% slightly, while the Shenzhen Component Index rose 2.24%. The market highlights the dominance of growth style, with the pulling effect of ChiNext heavyweight stocks being significant, and the market’s structural differentiation characteristics are prominent.

Liquid cooling server sector rises, Feilong Co., Ltd. hits daily up limit

2026/8/4 10:40:08

Financial flash update: The liquid cooling server sector trended upward during the A 股 trading session, with multiple individual stocks in the sector posting strong performances. Among them, Feilong Co., Ltd. and Jinfu Technology hit their daily up limits for the day; other constituent stocks in the sector including Dingtong Technology, Shenglan Co., Ltd., and DAS Intelligent also rose by varying degrees, and the sector as a whole is currently showing a relatively obvious broad rally.

Semiconductor equipment sector rises, Jinhaitong hits daily up limit

2026/8/4 10:38:10

[Financial Brief] The A 股 semiconductor equipment sector has posted an upward trend recently: sector constituent Jinhaitong hit its daily up limit, while multiple other constituent stocks including Huaya Intelligent, Huafeng Measurement & Control, INSPUR Testing, Fuchuang Precision, and NAURA Technology also rose in tandem. This collective sector movement has boosted market attention for the track, and the short-term trading activity of relevant stocks has increased significantly.

3.4-magnitude earthquake hits Gao County, Yibin City, Sichuan, with a focal depth of 5 kilometers

2026/8/4 10:32:45

Officially measured by the China Earthquake Networks Center, a 3.4-magnitude earthquake struck Gao County, Yibin City, Sichuan at 10:25 on August 4, with a focal depth of 5 kilometers. This earthquake is a felt earthquake, and no reports of casualties or major property damage have been received so far. Gao County is an important cluster for baijiu production capacity in Sichuan, and local liquor-related and energy-related enterprises have not yet issued announcements stating that their production and operation have been affected by the earthquake.

KOSDAQ rises more than 5% triggering buy-side trading halt, institutions net bought 3.54 trillion won

2026/8/4 10:30:44

The Korea Exchange triggered a buy-side trading halt (suspension of program trading) at 9:47 Beijing time today as the KOSDAQ index rose more than 5%, marking the 17th trigger this year and the third consecutive trading day for the market (it was triggered 12 times in total last month). Institutional buying pushed the index higher, with institutions net buying 3.54 trillion won on the day, while individual investors and foreign investors net sold 1.67 trillion won and 1.83 trillion won respectively. The biotechnology sector led gains, with multiple stocks rising more than 6%.

Eastmoney 7×24

Penghua Sci-tech Innovation Semiconductor Equipment ETF rises more than 2%, full-year revenue growth of the semiconductor market is expected to reach 94.1%

2026/8/4 10:39:55

[Brief] Penghua Sci-tech Innovation Semiconductor Equipment ETF rose more than 2%. On the news front, market research firm Omdia recently raised its 2026 year-on-year revenue growth forecast for the global semiconductor market to 94.1%, and expects that memory chips will account for more than 50% of total semiconductor revenue by then; current AI demand has exceeded the industry’s existing chip production and supply capacity, and capacity bottlenecks for high-bandwidth memory (HBM), advanced packaging, etc. will persist at least until 2027.

Semiconductor equipment sector rises, Jinhaitong hits daily up limit

2026/8/4 10:38:33

Recently, the A 股 semiconductor equipment sector has moved higher. On the stock level, Jinhaitong was locked at the daily up limit, while core industry chain stocks including Huaya Intelligent, Huafeng Measurement & Control, INSPUR Testing, Fuchuang Precision, and NAURA Technology followed suit and rose. This sector upward movement reflects the market’s increased short-term attention to the domestic substitution logic of semiconductor equipment, and the sustainability of the subsequent market trend still needs to be judged in combination with factors such as the expansion pace of fabs and technological breakthrough progress.

Luxihe Food establishes new trading company in Shanghai with registered capital of 30 million yuan

2026/8/4 10:38:29

According to public information from Tianyancha, Luxihe Food (Group) recently established a new wholly-owned subsidiary Luxihe (Shanghai) Trading Co., Ltd. in Shanghai, with a registered capital of 30 million yuan and legal representative Cheng Jianhua. Its business scope covers daily necessities sales, supply chain management, domestic trade agency, technology import and export, etc. This move may pave the way for it to strengthen its trade circulation and supply chain capabilities in the East China region.

Today’s morning session price of MMLC battery-grade lithium carbonate rose 500 yuan per ton from yesterday

2026/8/4 10:36:09

According to the latest spot quotation data released by Mysteel, the morning session price of MMLC battery-grade lithium carbonate rose 500 yuan per ton from yesterday, with the latest mid-price standing at 139,600 yuan per ton. This small rise in lithium prices directly affects the cost side of the entire lithium battery industry chain: the profit margin of upstream manufacturers with lithium resource layouts has increased, while the raw material cost pressure on downstream links such as power batteries and new energy vehicles has also risen slightly.

Behind the AI Coding price war: shifting from model benchmarking to ecosystem positioning

2026/8/4 10:36:00

Recently, there have been concentrated price cuts in the AI Coding track, and the industry generally believes that it has passed the steep technology development period, with domestic and foreign large model manufacturers entering the stage of direct market competition. Wang Kai, a researcher at Everbright Securities, pointed out that this round of price war shows that AI programming is transforming from a novelty tool to inclusive productivity infrastructure, and the falling cost threshold will accelerate its penetration into small and medium-sized enterprises and vertical industries.

New stock fever attracts widespread attention, multiple banks actively promote IPO subscription wealth management products: can they bring “stable returns”?

2026/8/4 10:34:09

Recently, multiple new stocks including Changxin Technology posted strong price performances in the early stage of listing, and the IPO subscription market has continued to heat up. Multiple banks including China Merchants Bank are promoting IPO subscription wealth management products to consumers through various channels such as official apps, and bank wealth management subsidiaries have also increased their participation in IPO subscriptions. The market is currently widely concerned about whether such products can achieve stable returns and are worth buying for ordinary investors.

Yahoo Finance

Warren Buffett keeps pointing at the same ETF for a reason

2026/8/3 00:03:00

[Brief] Investor Warren Buffett has repeatedly recommended the same type of ETF in public occasions including Berkshire Hathaway’s annual general meeting, the underlying asset being low-cost 美股 S&P 500 broad-based index ETF. His core logic is that it is very difficult for ordinary non-professional investors to outperform the market in the long term through stock picking or buying active funds. This type of ETF covers core listed U.S. enterprises, has low fees, and high certainty of long-term returns, making it suitable as a bottom position allocation product for ordinary investors.

Cathie Wood sells $5.5 million of surging tech stock

2026/8/3 00:33:00

Cathie Wood, founder of ARK Investment (commonly known as “Sister Wood” in the Chinese market), recently completed a reduction operation, selling a total of about $5.5 million worth of a tech stock in her portfolio that has seen large recent gains. The specific reason for this reduction has not been disclosed yet. As a well-known investment bellwether for the 美股 tech growth track, her portfolio adjustment moves have always attracted market attention, and this reduction may trigger discussions among investors about the sustainability of the stock’s subsequent rise.

Shoppers made 158 million chargeback disputes in 2025 as ‘friendly fraud’ surged 29% — and businesses pay the price

2026/8/2 23:30:00

In 2025, global consumers filed a total of 158 million credit card chargeback disputes, among which the scale of “friendly fraud” (referring to the malicious act where consumers apply for a refund under false pretenses after normally receiving goods or services) surged 29% year-on-year. All losses arising from such disputes are borne by merchants, which will further increase the operating costs and risk control pressure of merchants.