Real-time News

The yield on Japan's 40-year government bonds rose 6 basis points to 3.815%.

A Bank of Japan survey indicates that Japanese households expect the inflation rate to rise by an average of 10.8% in five years, with a median of 5.0%.

A Bank of Japan survey found that 86.1% of Japanese households expect prices to rise in five years, compared to 82.6% in a previous survey.

A Bank of Japan survey indicates that Japanese households expect the inflation rate to rise by an average of 13.1% in one year, with a median of 10.0%.

Nvidia (NVDA.O) CEO Jensen Huang: With artificial intelligence, Japan will define its next era.

July 16th - Biostar Technology-B (09877.HK) announced that its independently developed transcatheter tricuspid valve replacement system, Lux-Valve Plus, has successfully completed implantation in the first batch of subjects in a pivotal FDA-approved registration clinical trial, marking a breakthrough in its US registration clinical progress. This signifies another important milestone in the Group's globalization strategy following the product's EUMDRCE certification.

Nvidia (NVDA.O) CEO Jensen Huang: Physical AI is the next industrial revolution, and it can be manufactured in Japan.

The yield on Japan's 40-year government bonds rose 3.0 basis points to 3.785%.

On July 16, Fantasia Holdings (01777.HK) announced that paragraph (d)(i) of the restructuring condition for which it had applied for and obtained regulatory approval from the National Development and Reform Commission was fulfilled on July 16, 2026. Therefore, the company has designated July 30, 2026 as the effective date of the restructuring, subject to the fulfillment or exemption of the remaining restructuring conditions in accordance with the terms of their respective schemes.

Royal Bank of Canada: Raises its target price for ASML (ASML.O) from $2,000 to $2,100.

Jefferies: Raises its target price for ASML from €1,560 to €1,650.

On July 16th, the National Center for Disease Control and Prevention (CDC) held a press conference. Chang Zhaorui, a researcher at the Infectious Disease Department of the Chinese Center for Disease Control and Prevention, stated that since October 2025, my country's COVID-19 epidemic has remained at the inter-epidemic level for eight and a half consecutive months, indicating relatively low viral activity. The epidemic saw a slight increase in late May this year, but returned to a low-epidemic level by mid-June. Recently, the positive rate of COVID-19 tests at sentinel hospitals nationwide has increased, suggesting that although the epidemic is on the rise, it remains at a low-epidemic level overall. The main circulating strain in my country is still the NB.1.8.1 series variant, and current monitoring shows no new variants that may pose additional public health risks. Currently, the COVID-19 epidemic has evolved into a common respiratory infectious disease, and there is no need for excessive anxiety regarding normal fluctuations in the epidemic.

Hitachi: Will collaborate with NVIDIA to develop multi-agent orchestration technology to expand and upgrade the “HMAX” solution suite.

On July 16th, according to South Korean media reports, SK Hynix raised a massive 40 trillion won (approximately US$30.76 billion) through its listing on the Nasdaq in the United States, aiming to solidify its leading position in the artificial intelligence (AI) semiconductor market. Jensen Huang, CEO of Nvidia (NVDA.O), the global leader in the AI chip market, offered his congratulations on the listing. According to industry sources, on July 16th, after concluding an event held in Tokyo, Japan the previous day, Huang expressed extreme delight at SK Hynix's American Depositary Receipts (ADR) listing, calling it "extremely successful."

Omron: Will expand its cooperation with NVIDIA in the field of semiconductor wafer inspection technology.

NVIDIA (NVDA.O): Fujitsu, FANUC, Yaskawa Electric and Kawasaki Heavy Industries will collaborate to develop a physical AI industrial platform using the NVIDIA platform.

On July 16th, CLSA issued a research report predicting that Baidu's (BIDU.O) core business revenue in the second quarter of 2026 will decline by 4.2% year-on-year to RMB 25.1 billion. Marketing revenue is expected to decline by approximately 22% year-on-year due to continued disruptions to the search business. AI cloud infrastructure revenue is expected to grow by 56% year-on-year to RMB 7.6 billion, while subscription revenue will see its year-on-year growth further accelerate from 184% in the first quarter. Dragged down by a decline in high-margin online marketing revenue and increased investment in model training, CLSA currently estimates that Baidu's adjusted core EBIT in the second quarter will decline by 14% year-on-year to RMB 3.8 billion, with an adjusted EBIT margin of approximately 15%. CLSA believes that Baidu's AI transformation path is not smooth. Insufficient model competitiveness may lead to a further slowdown in the search business, and the lack of MaaS and application revenue in the cloud business will further complicate matters. CLSA has lowered its adjusted net profit forecasts for 2026 and 2027 by 24% and 18%, respectively, and lowered its target price for Baidu's US-listed shares from $176 to $150, while maintaining its "Outperform" rating.

On July 16th, the China Automotive Power Battery Industry Innovation Alliance released its June 2026 power battery data. In June, my country's sales of power and energy storage batteries reached 196.0 GWh, a 7.6% increase month-on-month and a 49.1% increase year-on-year. Of this, power battery sales were 133.4 GWh, accounting for 68.1% of total sales, a 5.0% increase month-on-month and a 41.8% increase year-on-year; energy storage battery sales were 62.6 GWh, accounting for 31.9% of total sales, a 13.4% increase month-on-month and a 67.5% increase year-on-year. From January to June, my country's cumulative sales of power and energy storage batteries reached 979.4 GWh, a cumulative year-on-year increase of 48.6%. Of this, cumulative power battery sales were 661.3 GWh, accounting for 67.5% of total sales, a 36.2% increase year-on-year; cumulative energy storage battery sales were 318.1 GWh, accounting for 32.5% of total sales, an 83.4% increase year-on-year.