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[CITIC Securities: Increased Disruptive Factors in A-Shares in Q3; Focus on Liquidity Expectations and Risk Appetite Changes] A research report from CITIC Securities points out that after a short-term market rebound, investors have differing opinions

2026-06-29

[CITIC Securities: Increased Disruptive Factors in A-Shares in Q3; Focus on Liquidity Expectations and Risk Appetite Changes] A research report from CITIC Securities points out that after a short-term market rebound, investors have differing opinions on the market's performance in the third quarter. Considering fundamentals, liquidity, and risk appetite, the overall direction of fundamentals has not reversed in the third quarter, but disruptive factors have increased significantly compared to the first half of the year. The frequency and magnitude of short-term rebalancing may increase compared to the second quarter. Conditions for triggering a major medium-term shift are not yet mature and still need to be verified after actual implementation.

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2026-06-29

According to Iran's Fars News Agency, shipping activity in the Strait of Hormuz has decreased due to aggressive measures taken by the United States, and ships are currently transiting through Iranian waterways.

According to Iran's Fars News Agency, shipping activity in the Strait of Hormuz has decreased due to aggressive measures taken by the United States, and ships are currently transiting through Iranian waterways.
2026-06-29

The South Korean government plans to build four chip factories in the southwest, with an investment of approximately 800 trillion won. Samsung Electronics will build two new semiconductor factories, and SK Hynix will build two new factories. The gove

The South Korean government plans to build four chip factories in the southwest, with an investment of approximately 800 trillion won. Samsung Electronics will build two new semiconductor factories, and SK Hynix will build two new factories. The government expects to invest at least 30 trillion won in the chip sector over the next 15 years, including next-generation memory, edge AI, and defense.
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