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1. US Stocks: Three Major Indices Rise and Fall, NVIDIA Down Over 20%
US stocks saw a mixed performance on Friday, with the Dow Jones Industrial Average falling by 0.07%, the Nasdaq Composite rising by 0.29%, and the S&P 500 Index gaining 0.17%. Focus stocks include NOC, which fell over 20% after lowering its 2025 outlook.
2. Get Ready for a Rebound? Morgan Stanley, Credit Suisse, and HSBC Predict: Any Pullback Is a Buying Opportunity
Wall Street strategists are warning investors to be prepared for any pullbacks in the market, as they believe that any correction could create a buying opportunity.
3. AI Hardware Upgrade Drives High-End PCB Demand
A recent interview with a company executive revealed that the PCB industry has seen a significant improvement in market sentiment compared to last year, particularly for high-end products. The BT loading board is seeing a surge in demand, and prices are rising due to the AI server and high-speed switch upgrades.
Positive Announcements:
1. Pharmaron: Plans to Adjust the Upper Limit of Stock Repurchase Price to No More Than RMB 114.15 Per Share
2. Shijia Photonics: Reports a Net Profit of RMB 217 Million for the First Half of the Year, Up 1712% Year-on-Year
3. Nanhua New Materials: Expects a Net Profit of RMB 80-95 Million for the First Half of the Year, Up 44.69%-71.82% Year-on-Year
4. Tongfang Intelligent Control: Signs an Exclusive Authorization Agreement with a Third Party in the Field of Artificial Intelligence
5. Changchun High-Tech: Obtains FDA Approval for Its Innovative Medicinal Product, Benzene-1-Acylamino-2-Propanol Powder
Negative Announcements:
1. Larkala: Li Ka-shing's conglomerate has reduced its stake in the company to 25.86% by selling approximately 5.4 million shares.
2. Lisens: The company's controlling shareholder, Shen Wan-zhong, was sentenced to one year in prison for disclosing important information without permission.
3. Saien: Expects a net profit of RMB 46-49 million for the first half of the year, down 57.53%-60.13% year-on-year.
4. Jiade Beauty: The company's major shareholder, Guosheng Fund, plans to reduce its stake in the company by up to 3%
5. Baohe Biotech: Hainan Wenny plans to reduce its stake in the company by up to 2.61%