【北京君正：一季度計算芯片增長將近50% 目前看二季度會保持繼續增長】北京君正在機構調研時表示，一季度計算芯片增長將近50%，就供貨而言，由於計算芯片的原材料之一KGD比較缺貨，因此計算芯片公司需要根據存貨和未來生產計劃，控制每個季度的出貨節奏，以保障後面持續的產品供應，目前公司計算芯片也是採用分貨方式，無法保證所有客戶的需求。目前看二季度會保持繼續增長。一季度模擬芯片保持了穩定的增長，目前這個產品沒有受到存儲週期的拉動，二季度預計還會保持穩定的增速。

BofA now expects the Fed to raise rates three times this year, a reversal from its prior call for unchanged policy. The bank cites stronger-than-expected economic data and a hawkish shift in Fed communication, implying a more aggressive response to inf. The forecast remains a minority view: 19% of market investors now expect three hikes, up from 3% a week ago; most investors still see two hikes as the likeliest outcome.

A-share brokerage stocks rallied: Changjiang Securities hit the daily limit, GF Securities earlier hit limit-up; CSC Financial rose more than 8%, Huatai Securities gained over 7%, Caitong Securities and East Money each climbed above 6%.