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Real-time News
GlobalWafers Chairman: 2026 will be a very good year for the semiconductor industry.
Fitch Ratings: The Gulf Cooperation Councils debt capital market will remain substantial among emerging markets; Islamic bond share hits a record high.
Vanke A shares rose more than 5%, and Vanke Enterprise (02202.HK) shares rose more than 3%, on the news that the companys proposal to extend the maturity of 1.1 billion yuan of bonds was approved.
The French Presidents office stated that France has requested NATO exercises to be held in Greenland and is ready to participate.
On January 21st, Goldman Sachs Chief China Equity Strategist, Liu Jinjin, stated at a media conference that "the stock market rally in 2026 may be driven by earnings, with AI, overseas expansion, and anti-involution forming three-dimensional support." Specifically, in terms of allocation, Goldman Sachs upgraded its technology hardware rating from neutral to overweight, favoring smartphones, AI servers/data centers, semiconductors, and physical AI. It also favors the internet, raw materials, and insurance sectors. Regarding the macroeconomy, Goldman Sachs Chief China Economist, Shan Hui, identified "exploring new drivers" as the core keyword for the Chinese economy in 2026, predicting that Chinese exports will remain resilient.