The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.
One picture understands the past life and present life of the Hengqin Guangdong-Macao deep cooperation zone.
Original title: a picture to understand the previous life of the Hengqin Guangdong-Macao Deep Cooperation Zone Zhou Pingxi Hengqin Guangdong-Macao Deep Cooperation Zone:
Financial risks are high, will the Bank of Korea be forced to raise interest rates tomorrow?
As to whether the Bank of Korea will raise interest rates on Thursday or suspend it, 10 of the 19 South Korean economists interviewed by the media believe that the Bank of Korea will follow the example of the Federal Reserve of New Zealand, taking into account the recent increasingly serious epidemic of COVID-19. Choose to suspend raising interest rates. The rest are expected to raise interest rates by 25 basis points to 0.75% on Thursday. Analysts generally believe that recent data show that South Korea is more inclined to raise interest rates this year. South Korean exports continued to pick up and consumption remained largely optimistic, but CPI rose 2.6 per cent in July from a year earlier, up from 2.4 per cent in June. Since April, the inflation rate has exceeded that of the Bank of Korea every month.
Jibang Consulting: Benefiting from data centers and laptop demand, total flash memory revenue in the second quarter of 2021 increased 10.8% quarterly to US$16.4 billion
According to the TrendForce Jibang Consulting survey, as the data center procurement side gradually recovered the purchasing momentum of enterprise SSDs after completing inventory removal, the enterprise SSD sector benefited from the introduction of new Intel and AMD CPU platforms, which greatly increased the adoption of 4/8TB. Although smartphone sales declined due to the Southeast Asian pandemic, demand for laptops was still quite strong in the second quarter, which in turn supported the number of OEM orders and boosted NAND Flash shipments in the second quarter to nearly 9%; furthermore, because
Shanghai Fosun Pharmaceutical A shares rose more than 5% H shares rose more than 7% Guo Guangchang: Fubitai is advancing normally
Shanghai Fosun Pharmaceutical's AH shares rose in intraday trading, with Shanghai Fosun Pharmaceutical's A shares up more than 5 per cent in the afternoon and H shares up more than 7 per cent. Guo Guangchang, chairman of Fosun, replied that Fosun mRNA COVID-19 vaccine approval related work is actively promoted in accordance with normal procedures. "the clinical and examination and approval of Fubitai mRNA vaccine in China has been strongly supported and concerned by many departments, including the Joint Prevention and Control of the State Council, the State Drug Administration, the Shanghai municipal party committee and the municipal government, and related matters are being carried out normally in accordance with the procedures."
Changes in Hong Kong stocks | Elken Healthcare (01789) fell more than 6% after performance, medium-term net profit fell 31.6% year-on-year to HK$111 million
Elken Healthcare (01789) announced that for the six months ending June 30, 2021, the company's revenue was 448 million yuan (same unit), down 6.5% year on year; shareholders' profit accounts for 111 million yuan, down 31.6% year on year. As of press release, Elken Healthcare fell 6.22% to HK$8.59, with a turnover of HK$22.517,500. According to reports, due to the influence of the national joint implant volume procurement policy, there is uncertainty about the price trend. Dealers have reduced the purchase of joint implants, which has led to a decline in revenue. However, the decline in profit was mainly due to the decline in revenue mentioned above and the opening of marketing