A visual overview of the Trump 2.0 policy timeline! What investment opportunities are worth paying attention to?

Analysis indicates that Trump 2.0's policy may still be within the framework of 1.0, but the pace may accelerate, and domestic and foreign policies may become more assertive. Trump may be more firm in practicing the "America First" principle, implementing tougher immigration and trade policies.

Futu NewsNov 22 19:50

The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.

①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.

cls.cnNov 13 20:42

Market style rotation! China United Network Communications leads the surge starting with the middle letter.

With the arrival of a new round of adjustments, will the market's strong trend turn bad?

Brokers in ChinaNov 13 11:36

Zhejiang Wansheng: Shangneng New Materials will be consolidated in November. The selling price of phosphorus-based flame retardants is currently at a low point. | Direct coverage of the earnings conference

①Currently, the equity transfer of Shango New Materials is progressing smoothly, and it is expected to be consolidated in November this year; ②The company plans to use the existing factory and public works in Weifang, Shandong Province to accelerate the production of new products; ③The average price excluding tax of phosphorus-based flame retardants from January to September 2024 is 0.0159 million yuan/ton, and the current selling price is basically at a low point.

cls.cnNov 7 11:40

cmoc group limited Q3 net income increased by 64.12%, copper related business gross margin increased by 15.81% | Financial Report Insights

In the third quarter, the gross margin of copper mining and processing business increased by 15.81% year-on-year, while the gross margin of phosphate fertilizer business increased by 8.29% year-on-year. The net income of cmoc group limited was 2.856 billion yuan, a year-on-year increase of 64.12%, with a total revenue of 51.936 billion yuan, up 15.53% year-on-year.

wallstreetcnOct 28 19:57

Unveil! With huge trading volume, which A-shares are institutions chasing after?

The heat of A shares is still continuing!

Securities TimesOct 8 22:55