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

Tonghuashun 7/24

Hong Kong Stocks Midday Review: Hang Seng Index up 0.64%, Hang Seng Tech Index down 0.54%

2026/9/28 12:01:10

At midday close of 港股, the Hang Seng Index rose 0.64% and the Hang Seng Tech Index fell 0.54%. Among corresponding ETFs, Yinhua Hang Seng Index Hong Kong Stock Connect ETF (159318) was flat, while Penghua Hong Kong Stock Connect Tech ETF (159751) fell 1.3%. By sector, interactive home entertainment and aquaculture led the gains, while computer peripherals and instruments led the declines. For individual stocks, Central New Energy rose 12.1% as the top gainer, and Jinhai Medical Technology fell 17.63% as the top loser.

Israeli media reports Netanyahu made a “secret visit” to the United Arab Emirates

2026/9/28 11:58:54

[Short Summary] Xinhua News Agency cited a report from The Times of Israel on the 28th that, during the critical period of mediation for the Palestinian-Israeli conflict, Israeli Prime Minister Benjamin Netanyahu made a secret visit to Abu Dhabi, capital of the UAE, on the 27th to hold talks with UAE President Mohammed. As of press time, neither the Israeli Prime Minister’s Office nor UAE authorities have confirmed the news. If confirmed, it will raise expectations for geopolitical de-escalation in the Middle East, affecting the pricing of international crude oil and Middle East-related assets.

Cross-border e-commerce exports from Shanghai ports rose 28.7% in first 8 months

2026/9/28 11:52:05

Data released by Shanghai Customs shows that in the first 8 months of 2026, cross-border e-commerce exports from Shanghai ports reached 1,069.8 billion yuan, up 28.7% year-on-year, maintaining growth for 8 consecutive months. In the same period, the number of cross-border e-commerce declaration forms at Pudong Airport Port was 578 million, with a total value of 57.526 billion yuan, up 41.37% and 6.62% year-on-year respectively, both hitting record highs. The number of declaration forms at the port has ranked first in the country’s air freight sector for three consecutive years.

Foreign investors bought $942 billion of 美股 in 12 months, hitting new historical record for the same period

2026/9/28 11:49:15

According to traceable data dating back to 1985 released by the U.S. Department of the Treasury last Friday, in the 12 months ending July this year, net purchases of 美股 and related investment fund shares by foreign investors reached $942 billion, breaking the historical record for 12-month rolling foreign capital inflow into 美股. This to some extent reflects a trend of overseas capital adjusting their allocation from U.S. Treasuries to 美股.

OpenAI said to urgently launch personal AI assistant to directly compete with Meta Muse

2026/9/28 11:42:42

According to relevant media reports, competition in the global AI agent track is increasingly fierce. OpenAI plans to urgently launch a resident personal AI assistant named “o”, which directly targets Meta’s Muse, indicating further intensification of competition in the consumer-side AI assistant track. The “o” identifier has already been added to ChatGPT Pro product documents, and it is highly likely to be officially unveiled at the developer conference on September 29 (this Tuesday).

Midday announcements roundup September 28: Fengguang Co., Ltd. completes renovation of Yingkou plant and resumes production

2026/9/28 11:42:07

At midday on September 28, A股 listed company Fengguang Co., Ltd. issued an announcement stating that the previously disclosed relocation and renovation project of the power distribution room and cabinet room at its Yingkou plant has been fully completed. The plant’s power system renovation is finished, and normal production has now resumed and entered a stable operation state. The entire renovation process did not have a significant adverse impact on the company’s product sales.

Eastmoney 7/24

Hong Kong Stocks Midday Review: Hang Seng Index up 0.64% Hang Seng Tech Index down 0.54%

2026/9/28 12:10:08

The midday close of 港股 shows a divergent trend: among core indices, the Hang Seng Index closed up 0.64%, while the Hang Seng Tech Index closed down 0.54%. For individual stocks, blue chips performed relatively strong: NetEase rose 4.42%, and PetroChina, China Resources Power, and China Resources Land all rose more than 2.7%. The technology and semiconductor sectors saw obvious corrections: MINIMAX-W fell 8.87%, while Iluvatar CoreX and Hua Hong Hongli fell 8.04% and 4.80% respectively.

Parkson Group signs lease agreement with Mianyang Yuancheng Integrated Development Group involving 60.9 million yuan

2026/9/28 12:07:00

Parkson Group (03368.HK) issued a disclosure-required transaction announcement, stating that its indirectly wholly-owned subsidiary Mianyang Fulin Parkson Plaza Co., Ltd. signed a lease agreement for local properties in Mianyang, Sichuan Province with Mianyang Yuancheng Integrated Development Group Co., Ltd. In accordance with the requirements of IFRS 16, this transaction will lead Parkson Group to recognize right-of-use assets of approximately 60.9 million yuan.

ArcSoft has spent 34.9732 million yuan to repurchase 0.28% of its shares

2026/9/28 12:06:18

ArcSoft released a midday announcement disclosing the progress of its share repurchase: as of September 24, the company has repurchased a total of 1.1374 million shares through centralized bidding transactions, accounting for 0.28% of the total share capital. The repurchase transaction price ranges from 29.30 yuan per share to 34.76 yuan per share, with a total cumulative payment of 34.9732 million yuan, which excludes stamp duty, transaction commissions and other related fees.

MiniMax’s latest model M3.1-Flash-Preview goes live

2026/9/28 12:04:34

AI manufacturer MiniMax’s latest text model M3.1-Flash-Preview has been officially launched and opened for public testing. The model has native multimodal capabilities, supports a million-level context window, covers the full chain of problem location, code implementation, testing and verification, forms a full development closed loop, and can independently complete complex tasks such as bug fixes and full feature development.

OpenAI-backed startup Red Queen Bio will start human trials of antibody drugs next year

2026/9/28 12:03:12

[Short Summary] Related asset: AI pharmaceutical startup Red Queen Bio invested in by OpenAI, related to the AI pharmaceutical, antibody R&D, and pharmaceutical CXO tracks. Core event: The company recently officially announced that it will launch human clinical trials of its self-developed antibody drugs in 2025. This trial is a key verification node for the application of AI technology in the field of antibody R&D, and its progress will directly affect the commercialization expectations of AI-assisted new drug R&D, and attention to related tracks may rise.

“Wolf of Wall Street”: Raising interest rates is a mistake in the AI era

2026/9/28 11:57:08

Billionaire and well-known investor Bill Ackman, known as the “Wolf of Wall Street”, recently spoke publicly on social platform X, saying that the Federal Reserve’s decision to raise interest rates in September was wrong. He stated that we have now entered the AI era, and AI technology is likely rewriting the conventional policy reference rules that central banks previously used to deal with inflation, and it is unreasonable to tighten monetary policy against this background.

Yahoo Finance

Ennis (EBF) Grows Sales but Earns Less. Are Legal Items Hiding a Better Business?

2026/9/23 09:52:26

The latest financial report of 美股 listed commercial printing company Ennis (stock code: EBF) shows that the company’s revenue achieved year-on-year growth during the reporting period, but net profit fell year-on-year due to drag from current period non-recurring legal-related expenses. The current market focus is on whether the actual profit performance of the company’s core main business, after deducting such occasional legal gains and losses, is better than the level presented in the financial statements.

Strive CEO: Bitcoin Could ‘Go to Infinity’ as Dollar Debt Crisis Breaks

2026/9/23 09:51:00

The CEO of US asset management firm Strive recently publicly expressed views related to macro markets, involving the crypto asset Bitcoin. He proposed that if the US dollar debt crisis fully breaks out in the future, Bitcoin’s valuation could “go to infinity”. This assertion is a typical bullish judgment in the crypto market, and is only his personal view, which does not constitute any investment-related advice.

Westinghouse Air Brake (WAB) Signs $700 Million-Plus Rail Services Deal. Can Profits Grow?

2026/9/23 09:43:50

Global rail transit equipment leader Westinghouse Air Brake (美股 code: WAB) recently officially announced the signing of a railway service cooperation order with a total value of more than $700 million. As one of the large orders the company has secured this year, the market is currently focused on the subsequent fulfillment rhythm of this order, and whether it can effectively drive the company’s revenue and profit growth, which will also be a key factor affecting its subsequent performance expectations and stock price trend.