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A-share recent IPO Century Digital hit the daily down limit at 92.40 yuan; it had closed up 742.37% yesterday.
2026-09-23
A-share recent IPO Century Digital hit the daily down limit at 92.40 yuan; it had closed up 742.37% yesterday.
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2026-09-23
Shenwan Hongyuan says market drivers have shifted in H2 2026 from an AI narrative to recurring US–Iran conflict and energy supply shocks. US politics pressure to push down oil pre-midterms to ease inflation is likely to strengthen, and enforcement ap
Shenwan Hongyuan says market drivers have shifted in H2 2026 from an AI narrative to recurring US–Iran conflict and energy supply shocks. US politics pressure to push down oil pre-midterms to ease inflation is likely to strengthen, and enforcement appears stronger this cycle. Trump has tied a ceasefire and lower oil prices to the midterms and signaled oil could fall after the vote. Supply-side constraints include low inventories, disrupted strait transit, limited refinery flexibility and widening gasoline/diesel crack spreads; the forward curve shows a significant spot premium and the supply buffer is weaker than in 2018, with political price suppression occurring later. Under a neutral scenario, Shenwan expects prices to stay elevated before US midterms (central estimate ~$100/bbl); post-midterms oil could decline quarter-by-quarter in late‑2026 to early‑2027 toward roughly $75/bbl, though inventories and refined‑products bottlenecks will keep the central level above pre‑conflict norms.
2026-09-22
US President Trump: I will not consider election factors on the Iran issue.
US President Trump: I will not consider election factors on the Iran issue.
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