Accelerating the pace of stock reform, Honor once again received investments from China Telecom, agent platform, and others.
Honor stated that it always adheres to the principles of open and transparent development, continuously promoting the diversification of shareholder structure; This also means that both of the two major domestic operators have become shareholders of Honor; If Honor successfully goes public, it will be the second mainstream mobile phone manufacturer to be listed domestically.
Futu Morning Post | Citigroup strategist talks about the 'Trump winning trade', a good opportunity to profit from the surge in US stocks; AI capital spending continues to expand! Microsoft, Meta both fell after hours.
USA Treasury Department's heavyweight quarterly refinancing announcement: Maintain long-term bond auction scale and guidance unchanged; the U.S. presidential election is undecided, the dollar hedging cost has risen to the highest since 2022; it will impact 3000 dollars next year! Goldman Sachs raises gold price expectations, stating that central bank demand expectations have quadrupled.
Lenovo sues ZTE for infringement in the United Kingdom! Industry insiders: using litigation to promote reconciliation is quite common.
① Lenovo filed a lawsuit against the United Kingdom High Court on October 21, 2024, accusing ZTE of patent infringement. ZTE's official response stated, "We have always respected any company's legal actions within the legal framework, but we are very disappointed by Lenovo's actions"; ② Patent disputes in the mobile industry are common. Overall, most lawsuits end in settlement after initial confrontation.
Telecommunications patent disputes flare up again! zte responds to Lenovo's overseas patent litigation: difficult to understand but expresses respect.
①Lenovo has filed a intellectual property lawsuit against ZTE in the High Court of Justice in the united kingdom, ZTE responded: We find it difficult to understand but express respect. ②Over the years, patent disputes in the communications industry have been common. ③As of now, specific details of the case have not been disclosed.
Futu Morning Post | Chinese concept stocks lead the US large cap market! The Jinlong index rose by more than 4%; Nomura warns: the market is hedging excessively against Trump trade, may see a 'Harris accident'.
Apple released the iMac with the M4 chip, the first batch of AI features officially implemented; US oil plunged by over 6%, the worst in over two years, Citigroup lowered its oil price target; Bitcoin traders once again look to surpass the $0.07 million mark, with funds flowing into US etf.
New developments in insurance funds! In the third quarter, there was a significant increase in shareholding of kweichow moutai and china telecom, while the trend of reducing strong high-dividend stocks was strong.
① As of the third quarter, insurance funds increased holdings of 68 stocks and decreased holdings of 73 stocks. The stocks that were increased mainly distribute in industries such as computers and machinery, while the stocks that were reduced mainly distribute in csi sws health care index and the electronics industry. ② Overall, insurance funds reduced their holdings of high dividend stocks, which have shown strong trends this year, and increased their holdings of some high-quality symbols that have continued to underperform the market since the beginning of the year. ③ Insurance funds switch positions depending on whether individual stocks are at high or low levels.