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A senior U.S. official said they expect Trump to hold further communications with Russian President Vladimir Putin.

2026-07-06

A senior U.S. official said they expect Trump to hold further communications with Russian President Vladimir Putin.

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2026-07-05

Industrial Securities says as July ushers in the U.S.-China earnings season, relative sector momentum and relative earnings revisions remain the primary allocation signals. Sectors with strong consensus on AI compute and upstream materials — notably

Industrial Securities says as July ushers in the U.S.-China earnings season, relative sector momentum and relative earnings revisions remain the primary allocation signals. Sectors with strong consensus on AI compute and upstream materials — notably non-ferrous metals, chemicals and fiberglass tied to AI demand — could re-enter reallocation after earlier overseas-driven volatility as Chinese 1H earnings previews arrive. Several companies in memory/storage, fiber-optic cable, liquid cooling and specialty electronic gases have issued strong 1H previews, confirming high Q2 AI-chain momentum; further previews from leading firms could be stronger catalysts. For the North American compute chain (represented by optical comms and PCB), the prior compute rally narrowed into storage and has fallen more sharply recently under overseas pressure; the A-share valuation gap between North America-linked compute leaders and domestic compute leaders have retraced to June last-year levels, a configuration signal to watch. Ahead of the U.S. earnings wave in mid-late In July, the market may seek domestic low-base, quality sectors for catch-up, notably the lithium battery supply chain, innovative drugs, brokerages, agrochemicals, refining & petrochemicals, and poultry (broilers).
2026-07-05

Aviation Industry Corporation of China said its first fixed‑wing atmospheric survey platform, the Yun‑12F atmospheric integrated survey aircraft, completed a maiden flight at Harbin Pingfang Airport. Built on the Yun‑12F airframe, the platform integr

Aviation Industry Corporation of China said its first fixed‑wing atmospheric survey platform, the Yun‑12F atmospheric integrated survey aircraft, completed a maiden flight at Harbin Pingfang Airport. Built on the Yun‑12F airframe, the platform integrates more than 60 mission systems to deliver high‑sensitivity, three‑dimensional detection of atmospheric particulates, gaseous pollutants, greenhouse gases and cloud water microphysical/chemical properties. The aircraft provides integrated multi‑pollutant, greenhouse‑gas and cloud‑water vertical survey capabilities to support regional air‑pollution monitoring.
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