Market snapshot
| Index | Level | Change |
|---|---|---|
| SSE Composite | 3690.48 | ▲0.89% |
| SZSE Component | 11673.83 | ▲2.79% |
| ChiNext | 2684.10 | ▲4.16% |
| Hang Seng | 23093.37 | ▲0.69% |
| Hang Seng Tech | 3871.66 | ▲2.05% |
| S&P 500 | 7623.68 | ▼0.52% |
| Nasdaq | 25955.34 | ▼0.21% |
| Dow Jones | 52215.16 | ▼1.23% |
| Gold | 3995.63 | ▼0.72% |
| Crude oil | 103.44 | ▲3.99% |
| VIX | 19.45 | ▲2.21% |
Shanghai turnover: CNY 898.7bn
Macro & policy
No major macro releases today.
Finance news
1. Tech Morning Brief: iPhone Duo Scalper Premiums Fall on Launch Day; Jensen Huang Says No Country Is Stronger Than China in Manufacturing
A tech morning brief notes that scalper premiums for the iPhone Duo fell on its first sales day. Nvidia CEO Jensen Huang said no country is stronger than China in manufacturing.
Source: 界面新闻
2. Strong Forward Demand: Amazon AWS Capacity Sold Out for This Year and Next, Even 2028 Compute Nearly Gone
Amazon AWS has sold out its capacity for this year and next, with even 2028 computing capacity nearly exhausted. The shortage highlights strong forward demand for cloud and AI infrastructure.
Source: 华尔街见闻
3. Caixin Observation | Better Protecting the Rights and Interests of Small and Medium-Sized Investors
Caixin Weekly publishes an observation piece on better protecting the rights and interests of small and medium-sized investors. It highlights investor protection in the capital market and the need to improve relevant mechanisms.
Source: 财新
4. EVE Energy: All plants with mass production of large cylindrical batteries are at full capacity
EVE Energy said all its plants that have begun mass production of large cylindrical batteries are operating at full capacity. The company did not disclose specific capacity or customer details.
Source: 第一财经
5. EVE Energy: Q4 production schedule expected to rise quarter-on-quarter, capacity fully booked
Chinese battery maker EVE Energy said its fourth-quarter production schedule is expected to grow from the previous quarter, with capacity already fully booked. The statement points to solid order demand across its battery lines.
Source: 第一财经
6. Evergrande’s last assets exposed: Picasso paintings stored carelessly, private jets sold off
Evergrande’s remaining assets have been revealed, including Picasso paintings stored carelessly and private jets sold off. The details highlight the financial strain in the company’s liquidation process.
Source: 华尔街见闻
7. Why popular airplanes are getting scrapped years early
Aircraft are being dismantled for parts years ahead of schedule. The reason is shortages of engines and other components, reflecting persistent supply-chain pressure in aviation.
Source: CNBC Markets
8. After SpaceX restores high-speed service, Musk claims Ukraine violated Starlink agreement
Ukraine says restrictions on Starlink and Starshield have been lifted, restoring connectivity for fast-moving military systems after disruptions. The development follows SpaceX restoring high-speed service, as Musk accused Ukraine of violating a Starlink agreement.
Source: CNBC Markets
Filings & research
Company filings (CNINFO, titles in Chinese)