Telegraph

7x24 real-time news feed, auto refreshBeijing Time：

All A·Important B·Normal #Qualcomm ✕
B
[JP Morgan’s Peters said rising U.S. bond yields to 5% may pose risks to U.S. stocks] On September 2, JPMorgan’s Grace Peters said that as global stock markets enter September, which is typically weak in history, rising bond yields pose a key risk. Peters believes that there is still room for further gains in U.S. and European stock markets this year, but she warned that a correction of 5% to 8% is still possible before risk events such as the U.S. midterm elections in November. However, she believes this will be a healthy adjustment rather than a structural weakening of the market. Rising bond yields have become a major concern for stock investors. The market is increasingly worried that rising oil prices will push up inflation, pushing the 10-year U.S. Treasury bond yield to 4.8%, approaching the 5% mark that is usually considered negative for the stock market; the 30-year U.S. bond yield rose to the highest level in 19 years. Speculation is growing that policymakers may be forced to raise interest rates, pushing bond yields back to levels last seen before U.S. Treasury Secretary Bessent expanded Treasury buybacks in an attempt to drive down long-term borrowing costs.
#Qualcomm#U.S. stock trends09-02 21:53
B
[Many domestic mobile phone manufacturers have unified prices today, and many mobile phone prices have increased by 1,000 yuan] On September 1, many domestic mobile phone manufacturers have unified prices today, involving multiple price models, with increases of more than 200 yuan. According to Jiangnan Metropolis Daily, Xiaomi has also made price adjustments this time, including Xiaomi 17 series, REDMI K90 series, and Turbo 5 Max models. In addition, the prices of many Huawei mobile phones have increased by 1,000 yuan. Includes: Huawei Mate 80 Pro series: 12GB+256GB priced at 5,999 yuan before price adjustment and 6,999 yuan after price adjustment; 12GB+512GB priced at 6,499 yuan before price adjustment and 7,499 yuan after price adjustment; 16GB+512GB priced at 6,999 yuan before price adjustment and 7,999 yuan after price adjustment; 16GB+1TB 7,999 yuan before price adjustment, 8,999 yuan after price adjustment. Huawei Mate 80 Pro Max: 16GB+512GB priced at RMB 7,999 before price adjustment and RMB 8,999 after price adjustment; 16GB+1TB priced at RMB 8,999 before price adjustment and RMB 9,999 after price adjustment. According to previous reports, Qualcomm chips plan to increase prices in September this year, and the increase will reach double-digit percentages. This price adjustment may affect multiple technology fields such as smartphones and wearable devices.
#wearable devices#Smartphone#Wearable devices#chip#Huawei#Millet#6G#Qualcomm09-01 09:38
A
[Investment Calendar: Reminder of major capital market events on Tuesday] ①A total of 2 new stocks were listed today, namely Ma Kuang Shares (601123) on the Shanghai Main Board and Betley (301697) on the GEM. ② Ministry of Finance, General Administration of Customs, and State Administration of Taxation: Consumption tax will resume on batteries such as lithium primary batteries, lithium-ion batteries, and all-vanadium redox flow batteries. It will be levied at 2% from September 1, 2026, and will rise to 4% from September 1, 2027. ③The "2026 National Essential Drugs List" will be officially implemented from September 1. ④The Indian government has implemented inventory holding restrictions on bulk sugar consumers, limiting the inventory of bulk sugar buyers to no more than 15 days. The restriction order will take effect from September 1st and will be valid until November 30th. ⑤ Baidu’s listing status on the Hong Kong Stock Exchange will be converted to primary listing from September 1. ⑥Shein is scheduled to launch an IPO in Hong Kong on September 1, raising US$1.7 billion through the Hong Kong IPO and issuing approximately 280 million shares at a price of HK$48.56 per share. ⑦ Two national standards, "Asset Management Data Asset Classification and Code" and "Asset Management Data Asset Registration Guide", will be officially implemented from September 1. ⑧Qualcomm will increase the prices of its entire range of chip products on September 1. ⑨MLCC manufacturer Japan Taiyo Yuden: Price adjustments will be made for some products starting from September 1st. ⑩ Zhuosheng Micro issued a price adjustment letter, announcing that it will implement new prices for the entire series of RF products starting from September 1. ⑪Nanya Plastics announced that CCL and prepreg prices will increase by 20 to 25%, effective from September 1. ⑫ Today, 386 billion yuan of 7-day reverse repurchases and 447 billion yuan of overnight reverse repurchases expired. ⑬The U.S. ISM manufacturing PMI and other data for August will be released today.
#SHEIN#chip#motherboard#Qualcomm#Baidu#Live broadcast#reminder telegram#Hong Kong stock trends09-01 08:29