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According to AXIOS: U.S. diplomats say good progress has been made in keeping the Strait of Hormuz open.

2026-06-22

According to AXIOS: U.S. diplomats say good progress has been made in keeping the Strait of Hormuz open.

Other News
2026-06-22

Huatai Securities says A-share market rose last week led by growth; the AI supply chain rallied on policy catalysts but apparent crowding is high. A K-shaped recovery is likely to continue short term and weak domestic demand increases the chance of a

Huatai Securities says A-share market rose last week led by growth; the AI supply chain rallied on policy catalysts but apparent crowding is high. A K-shaped recovery is likely to continue short term and weak domestic demand increases the chance of additional policy support; the AI industry cycle remains strong but the sentiment pullback is shallow and hedges are thin, leaving fragility to build. Tactical guidance: moderate positions, do not chase highs and maintain a safety buffer. Allocation signals: 1) AI hardware and price-up beneficiary chains with high earnings visibility — optical modules, storage/CCL, MLCC, MPO; 2) names with two-way supply-demand improvement visible in earnings — consumer electronics, minor metals, home renovation and building materials; 3) sectors with steady shareholder returns and defensive attributes to hedge technology-trade volatility.
2026-06-22

Nikkei reports Japan's largest power company JERA plans to invest about 500 billion yen to build a new US power plant co-located with data centers, targeting start of operations around 2028.

Nikkei reports Japan's largest power company JERA plans to invest about 500 billion yen to build a new US power plant co-located with data centers, targeting start of operations around 2028.
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