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A股创新药板块逆势走强,首药控股20CM涨停,华海药业、ST万邦、甘李药业等多股涨停,三元基因、新赣江、热景生物、舒泰神逾十股涨超10%。
2026-07-06
A股创新药板块逆势走强,首药控股20CM涨停,华海药业、ST万邦、甘李药业等多股涨停,三元基因、新赣江、热景生物、舒泰神逾十股涨超10%。
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其他消息
2026-07-06
CITIC Securities says gold prices and gold stocks have been sharply oversold since the US–Iran conflict; gold equities now carry a wide margin of safety on PE and resource-based valuation metrics. It forecasts gold at USD 4,000–4,500/oz in Q3 2026; if market rate‑hike expectations are fully repriced, gold could return to USD 4,500–5,000/oz. The firm expects the gold sector to benefit from a simultaneous recovery in earnings and valuations and recommends broad allocation to the sector.
CITIC Securities says gold prices and gold stocks have been sharply oversold since the US–Iran conflict; gold equities now carry a wide margin of safety on PE and resource-based valuation metrics. It forecasts gold at USD 4,000–4,500/oz in Q3 2026; if market rate‑hike expectations are fully repriced, gold could return to USD 4,500–5,000/oz. The firm expects the gold sector to benefit from a simultaneous recovery in earnings and valuations and recommends broad allocation to the sector.
2026-07-06
H1 bond underwriting rankings released. Wind data show CITIC Securities retained the top spot by total underwriting; Guotai Haitong and CSC Financial ranked second and third. The top five brokers accounted for more than half of total underwriting, underscoring rising market concentration. Brokers are targeting expansion in Sci‑tech innovation bonds and industrial bonds to channel financial liquidity into the real economy.
H1 bond underwriting rankings released. Wind data show CITIC Securities retained the top spot by total underwriting; Guotai Haitong and CSC Financial ranked second and third. The top five brokers accounted for more than half of total underwriting, underscoring rising market concentration. Brokers are targeting expansion in Sci‑tech innovation bonds and industrial bonds to channel financial liquidity into the real economy.
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