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

Tonghuashun 24/7

Meituan’s Keeta to Expand Business to 21 New Cities in Brazil

2026/10/7 12:49:08

[Short Summary] On October 6 Brazil time, Keeta, Meituan’s independent international food delivery brand, announced it will expand to 21 new cities in Brazil, extending its business from São Paulo state to the inland, bringing the total number of covered cities to 32. Currently, the downloads of Keeta’s Brazil app have reached 10 million. Meituan plans to invest USD 1 billion locally over the next five years, and will continue to enrich restaurant offerings, and increase investment in technology, delivery and localized operations.

港股 Midday Review: Hang Seng Index Down 0.53%, Large Internet Tech and Semiconductor Stocks Underperform

2026/10/7 12:02:43

At 港股 midday close, the Hang Seng Index fell 0.53% and the Hang Seng Tech Index fell 0.91%. Two major sectors underperformed on the board: large internet tech stocks generally declined, with Alibaba down more than 3%, Baidu Group down over 2%, Meituan and Xiaomi Group down more than 1%; semiconductor stocks collectively slumped, Montage Technology and Axera down nearly 6%, GigaDevice down more than 3%, and Longsys down more than 2%.

AMD CEO Lisa Su will Meet with Samsung Semiconductor Head to Address Memory Shortages

2026/10/7 11:41:27

[Short Summary] Related assets: AMD, Samsung Electronics. AMD CEO Lisa Su will meet with Jeon Young-hyun, head of Samsung’s semiconductor business, on Wednesday. The two sides already reached a supply agreement for advanced memory chips including next-generation High Bandwidth Memory (HBM) in March this year. The current global memory shortage is restricting the expansion of AI infrastructure, and rising memory prices are pushing up data center operating costs. Details of this meeting have not been disclosed yet, and both sides declined to comment.

港股 Semiconductor Stocks Fall Collectively, Montage Technology Down Nearly 8%

2026/10/7 11:05:47

The 港股 semiconductor sector saw a collective decline today, involving multiple core assets across the upstream and downstream of the semiconductor industry chain: Montage Technology led the sector’s decline with a drop of nearly 8%, Axera down more than 5%, Novosense, Nexchip and GigaDevice all down more than 4%, and stocks including Hua Hong Hongli, Longsys and Shanghai Fudan also fell more than 2%. The sector’s overall short-term pressure trend is obvious.

Storage Cycle Continues! Major DRAM Manufacturers Plan Price Increases of Up to 20%

2026/10/7 10:52:27

According to a report by Taiwan’s Economic Daily on the 7th, Nanya Technology, a DRAM manufacturer based in Taiwan, China, has recently notified customers one after another that it will raise DRAM contract prices again, with a maximum increase of 20%. Nanya Technology declined to comment on pricing-related matters. The industry believes that the effect of this round of price increases will be gradually passed through, which will not only raise the company’s average selling price and improve profitability, but also confirm that the upward cycle of the storage industry is still continuing.

China’s September Foreign Exchange Reserves Stand at USD 3,400.251 Billion, Previous Reading was USD 3,438.3 Billion

2026/10/7 10:13:48

[Short Summary] Related asset: China’s official foreign exchange reserves. The latest released September data shows that the scale of China’s foreign exchange reserves is USD 3,400.251 billion, down about USD 38.1 billion month-on-month from the previous reading (USD 3,438.3 billion in August). The change is mainly affected by conventional factors such as exchange rate conversion and price fluctuations of overseas assets. Currently, foreign exchange reserves are still in a reasonable and abundant range, and domestic cross-border capital flows are generally stable.

Eastmoney 24/7

India’s 10-Year Government Bond Yield Rises to 7.2655%, the Highest Level Since December 2023

2026/10/7 12:43:49

[Short Summary] Related asset: India’s 10-year government bond. Recently, the yield of this instrument rose to 7.2655%, hitting the highest level since December 2023. The rise in yield reflects rising market expectations of high inflation and monetary policy tightening in India, which will push up India’s social financing costs, and at the same time exert certain pressure on its domestic bond market valuations and equity market liquidity.

AMD CEO Lisa Su Visits South Korea Again After Seven Months

2026/10/7 12:28:19

News summary: AMD Chairman of the Board and CEO Lisa Su is visiting South Korea again after 7 months. This trip covers both industrial and consumer ends: in the morning, she will hold discussions with heads of local South Korean Neural Processing Unit (NPU) manufacturers, which may promote cooperation in related fields; in the afternoon, she will attend the “AMD Gamer Day” event held in Yongsan District, Seoul, and will accept media interviews after the event.

Intel CEO Says Will Continue to Cooperate with Elon Musk on TeraFab Project

2026/10/7 12:16:15

[Short Summary] Related assets: Intel, the TeraFab advanced manufacturing project cooperated by Elon Musk. Event: Intel CEO recently stated publicly that it will continue the cooperative relationship with Musk and continue to promote the implementation of the TeraFab project. This project focuses on ultra-large-scale production capacity construction. After implementation, it is expected to improve the global supply capacity of high-end chips, while strengthening the layout advantages of both parties in the semiconductor industry chain.

Report: EU is Considering Levying Taxes on Large US Tech Companies Through General Tax Measures for Large Enterprises

2026/10/7 12:12:54

Financial news: Related assets include large US tech companies, large enterprises in the EU jurisdiction that meet the threshold. The EU is studying the introduction of general tax measures for large enterprises, so as to implement the tax plan for US tech giants and avoid the risk of EU-US trade frictions caused by the previous targeted digital tax. If the policy is implemented, the operating costs of US tech giants in Europe will rise, and relevant eligible enterprises will also have to bear the new tax burden.

Jefferies Raises ConocoPhillips Target Price from USD 159 to USD 174

2026/10/7 12:01:49

Related asset: ConocoPhillips, an international oil and gas producer listed on the 美股. The latest event is that international investment bank Jefferies released a research report, raising ConocoPhillips’ target price from the original USD 159 to USD 174, an increase of about 9.4%. This adjustment reflects the institution’s optimistic prediction of its subsequent earnings performance and the prosperity of the oil and gas industry. It is for market reference only and does not constitute any investment advice.

港股 Midday Close: Hang Seng Index Down 0.53%, Hang Seng Tech Index Down 0.91%

2026/10/7 12:00:51

At 港股 midday close, major indexes generally closed lower: the Hang Seng Index fell 0.53% and the Hang Seng Tech Index fell 0.91%. At the sector level, large internet tech stocks underperformed, with Alibaba down more than 3%, Baidu Group down more than 2%, Meituan and Xiaomi Group down more than 1%; the semiconductor sector collectively slumped, Montage Technology down more than 6%, Axera down nearly 6%, GigaDevice and Longsys down more than 3% and 2% respectively.