Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.

① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.

cls.cn19:02 ET

On Trump's "first day," Emerging Markets faced difficulties, setting several records.

The opening price of the MSCI Emerging Markets Index based on expected PE is 46% lower than the S&P 500 Index, marking the largest gap since Obama's first inauguration in 2009; the average yield of local currency bonds in Emerging Markets is also lower than the yield of USA Treasuries. Analysis indicates that due to USA policy actions, a strong dollar, and high USA interest rates, Emerging Markets stocks are underweighted by investors.

wallstreetcnJan 20 08:29 ET

Meituan launches a strong attack on "New Year's Eve dinner".

Increase investment.

wallstreetcnJan 20 07:36 ET

Are Banks under pressure from interest margins looking to Overseas for profits? The 2025 annual plan reveals that Overseas Business may become a new highlight.

① The Industrial And Commercial Bank Of China stated that efforts should be made to explore a second growth curve for Overseas Operation; ② For companies going global, it means that both upstream and downstream industries are venturing overseas together, which means more Chinese enterprises are setting up factories and operating locally.

cls.cnJan 20 07:35 ET

Banks are "short of money," and the yield on interbank certificates of deposit has surpassed that of 10-year government bonds, with the scale of maturing certificates of deposit nearing 6 trillion in the first quarter.

① The recent abnormal situation of banks lacking liabilities is also related to the outflow of non-bank deposits caused by the new self-regulation rules at the end of November 2024. ② The funding situation this morning has improved significantly compared to the past two days, but it remains relatively tight.

cls.cnJan 17 01:05 ET

The AUM of private banking has grown against the trend; high-end clients are the future of Banks.

In 2024, amid narrowing interest margins and weak income in the banking industry, one Indicator continues to "skyrocket." Data from the corporate early warning system shows that China's private banks...

wallstreetcnJan 16 21:08 ET