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黎巴嫩消息人士:以色列從試驗區撤軍的日期尚未確定。
2026-07-06
黎巴嫩消息人士:以色列從試驗區撤軍的日期尚未確定。
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2026-07-06
China's pig market has staged a short-term rebound: the national average price for crossbred live hogs rose from 9.47 yuan/kg on June 26 to 11.06 yuan/kg on July 6, a 10-day consecutive gain of 1.59 yuan/kg (+16.8%), returning above 10 yuan/kg after roughly four months. Discounted prices for culled sows fell sharply. Authorities have again intensified calls to accelerate herd reduction. Market participants are debating whether the cycle has reached a 'super bottom' and the related investment opp
China's pig market has staged a short-term rebound: the national average price for crossbred live hogs rose from 9.47 yuan/kg on June 26 to 11.06 yuan/kg on July 6, a 10-day consecutive gain of 1.59 yuan/kg (+16.8%), returning above 10 yuan/kg after roughly four months. Discounted prices for culled sows fell sharply. Authorities have again intensified calls to accelerate herd reduction. Market participants are debating whether the cycle has reached a 'super bottom' and the related investment opportunities. On July 6 the Shenwan Agriculture, Forestry, Animal Husbandry & Fishery index rose 2.57%; sector names were broadly higher — Juxing Agriculture hit the daily limit, New Hope +7.52%, Tianbang Foods +6.61%, with Wens and Muyuan also up.
2026-07-06
Goldman Sachs raised its target price on Huahong Hongli (01347.HK) to HK$333 from HK$174 and reiterated a Buy rating, citing stronger demand for AI chips and data-center power-management ICs as large-model capabilities improve (citing Meituan-W’s LongCat2.0). The bank expects generative AI to sustain demand, forecasts continued ramp-up of 12‑inch capacity and a product-mix shift toward 40nm and 28nm, and lifted net profit forecasts for FY2027–FY2029 by 1%–8%. Goldman projects operating margin to
Goldman Sachs raised its target price on Huahong Hongli (01347.HK) to HK$333 from HK$174 and reiterated a Buy rating, citing stronger demand for AI chips and data-center power-management ICs as large-model capabilities improve (citing Meituan-W’s LongCat2.0). The bank expects generative AI to sustain demand, forecasts continued ramp-up of 12‑inch capacity and a product-mix shift toward 40nm and 28nm, and lifted net profit forecasts for FY2027–FY2029 by 1%–8%. Goldman projects operating margin to rise from 1% in FY2026 to 4%/8%/12% in FY2027/FY2028/FY2029, normalizing at 14%–17% in FY2030–FY2031.
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