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2026-11-09

China's Ministry of Transport said it will continue to suspend collection of special port dues on U.S. vessels and suspend investigations into impacts on the security and development interests of the shipping, shipbuilding and related supply chains u

China's Ministry of Transport said it will continue to suspend collection of special port dues on U.S. vessels and suspend investigations into impacts on the security and development interests of the shipping, shipbuilding and related supply chains until Jan. 10, 2027.
2026-11-09

The Ministry of Transport announced that it will continue to suspend the collection of special port fees from US vessels and suspend investigations into the impact on the security and development interests of the shipping, shipbuilding, and related i

The Ministry of Transport announced that it will continue to suspend the collection of special port fees from US vessels and suspend investigations into the impact on the security and development interests of the shipping, shipbuilding, and related industrial and supply chains until January 10, 2027.
2026-11-09

According to an interview with an AI server OEM expert cited by P Equity Research, the manufacturer's GB300 NVL72 capacity was approximately 700 racks in the third quarter, with about 600 racks actually delivered, of which about 90% went to cloud ser

According to an interview with an AI server OEM expert cited by P Equity Research, the manufacturer's GB300 NVL72 capacity was approximately 700 racks in the third quarter, with about 600 racks actually delivered, of which about 90% went to cloud service providers. In contrast, the order intentions of emerging computing power leasing provider Neocloud increased by less than 50% quarter-on-quarter in the third quarter, with only 30%-40% ultimately converting into formal purchase orders, indicating that computing power leasing providers relying on external financing for expansion have relatively weak order fulfillment capabilities. Affected by grid access and HBM4 yield rates, the expert predicts that the ramp-up of Vera Rubin racks at his factory will be delayed until the first quarter of 2027. At the same time, AI demand is squeezing memory capacity, with DRAM spot prices rising to about four times compared to the second quarter of 2025, and memory accounting for 35%-38% of PC bill of materials costs, up from 18%-20%, putting pressure on consumer electronics in terms of both cost and shipments.
2026-11-09

Mainland A-share indices opened higher; ChiNext opened >1% before intraday gains narrowed. At midday, Shanghai Composite +0.46%, Shenzhen Composite +0.27%, ChiNext +0.56%, STAR 50 +0.70%. Combined turnover on the two exchanges exceeded 1 tln yuan. Mo

Mainland A-share indices opened higher; ChiNext opened >1% before intraday gains narrowed. At midday, Shanghai Composite +0.46%, Shenzhen Composite +0.27%, ChiNext +0.56%, STAR 50 +0.70%. Combined turnover on the two exchanges exceeded 1 tln yuan. More than 2,650 stocks advanced. Sector leaders: coal, aerospace equipment, components, optical-fiber names. Laggards: travel & retail, energy storage, batteries.
2026-11-09

China 2-yr government bond futures (TS) main contract down 0.01%, 5-yr (TF) down 0.03%, 10-yr (T) down 0.05%, 30-yr (TL) down 0.12%.

China 2-yr government bond futures (TS) main contract down 0.01%, 5-yr (TF) down 0.03%, 10-yr (T) down 0.05%, 30-yr (TL) down 0.12%.
2026-11-09

At the morning close in China, CSI 300 index futures (IF) most-active contract +0.28%; SSE 50 index futures (IH) +0.44%; CSI 500 (IC) +0.27%; CSI 1000 (IM) +0.40%.

At the morning close in China, CSI 300 index futures (IF) most-active contract +0.28%; SSE 50 index futures (IH) +0.44%; CSI 500 (IC) +0.27%; CSI 1000 (IM) +0.40%.
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