aussieplaycasinonodepositbonuscodes| Heavy signal! The Shanghai Composite Index rebounded by more than 20% from its low level, and foreign investment also won!

The volume of A-shares rose today, and the performance of Prev was relatively strong.AussieplaycasinonodepositbonuscodesHong Kong stocks also rose, with the Hang Seng Index continuing to hit a new high for the year.

Specifically, the stock indexes of the two cities fluctuated and rose in intraday trading, the Prev continued to hit new highs for the year, and the gem index rose more than 1% at one time. As of the close, the Prev is up 0%.Aussieplaycasinonodepositbonuscodes.54% at 3171AussieplaycasinonodepositbonuscodesAt 15:00, it has risen more than 20% from its low (2635.09 points). The Shenzhen Composite Index rose 0.43% to 9750.82 points, the gem Index rose 0.59% to 1875.93 points, and the Shanghai 50 Index rose 0.34%. The total turnover between the two markets was 995.4 billion yuan. It is worth mentioning that Goldman Sachs raised its 12-month target for the MSCI China index to 70 from 60 and its 12-month target for the CSI 300 index to 4100 from 3900.

The plates of the two cities were mixed, the resource stocks of non-ferrous metals, coal, oil and electric power were collectively pulled up, concepts such as gold, nickel and cobalt were bright, and many stocks such as Hunan Baiyin, Shengda Resources, Northern Copper and Baiyin Nonferrous Metals (601212) rose by the daily limit of 10%. Tourism travel plate rose, Changbai Mountain (603099) rose limit, Xizang Tourism (600749) rose more than 8%. The rise of the concept of glass substrate, Lehman Optoelectronics (300162), Wogg Optoelectronics (603773), Pentagon Optoelectronics and other two connected boards; in addition, Yazheng Home (603389) rose limit for 5 consecutive days, while Nanjing Chemical Fiber (600889) with 6 connected boards dived into the platform today. the trend of "heaven and earth board" was staged at the end of the day.

Hong Kong stocks continued to be strong and continued to rise today. The Hang Seng Index continued to hit an intraday high for the year. At one point, the Hang Seng Technology Index rose more than 1%. By the close, the Hang Seng Index was up 0.42 per cent at 19636.22 and the Hang Seng Technology Index was up 0.55 per cent at 4135.38. In terms of individual stocks, Shangtang rose more than 12%, Xiaopeng Motor and Li Ning rose more than 7%, Zijin Mining, ideal Automobile, Geely Motor and so on rose more than 4%. In addition, due to being included in the Hang Seng Composite Index, Suiteng Juchuang rose 45.86%. At one point, it rose nearly 90% in intraday trading.

Gold concept stocks are bright

The gold concept was active in intraday trading, as of the close, Xiaocheng Technology (300139) "20cm" rose by the limit, Haotong Technology rose by more than 15%, Mancalon rose by more than 13%, Hunan Silver, Shengda Resources, Sichuan Gold, Northern Copper, Silver Nonferrous and so on.

In the futures market, COMEX silver rose nearly 5%, the highest level since 2013. The main contract of Shanghai Bank rose by the daily limit of 8211 yuan / kg, a record high.

Soochow Securities pointed out that last week's economic data showed that the US inflation data fell from the previous month, providing data support for the Fed to cut interest rates. Fed Chairman Colin Powell claimed that raising interest rates was not included in the Fed's options for the time being, weakening sharply.AussieplaycasinonodepositbonuscodesThe market is expected to raise interest rates due to the higher-than-expected CPI since the beginning of the year; in addition, European Central Bank governing Council Nott believes that June may be a good time to cut interest rates for the first time. Affected by rising expectations of overseas interest rate cuts and Israel's crackdown on eastern Rafah, cease-fire negotiations failed, leading to renewed geopolitical risks in the Middle East. Gold prices at home and abroad are moving well, and gold prices are expected to maintain a volatile upward trend in the future.

Minsheng Securities believes that the decline in US inflation data boosted expectations of interest rate cuts in September, superimposed risk aversion pushed precious metals prices higher. The central bank's purchase of gold will continue to increase in the future, and will continue to be firmly optimistic about the rise in gold prices in the future. at the same time, we should pay attention to the investment opportunities of silver at the same time. With the gold / silver ratio repair + PMI uplink resonance, there is more room for silver price elasticity.

The rise of the concept of glass substrate

The concept of glass substrate rose sharply today, as of the close, Lehman Optoelectronics "20cm" rose by the limit, three super new materials (300554) rose by more than 12%, Vogel Optoelectronics and Pentagon Optoelectronics also rose by the limit, and Optical Technology (300480) rose more than 8%. It is worth noting that Lehman Optoelectronics, Wogg Optoelectronics and Pentagon Optoelectronics have risen by the daily limit for two consecutive days.

In the industry, it is reported that the advanced packaging technology adopted by Nvidia GB200 will use glass substrate; in addition, Intel, Samsung, AMD, Apple and other big companies have previously indicated that they will introduce or explore glass substrate chip packaging technology.

It is reported that glass substrate is the latest trend of PCB substrate, which is first developed by Intel and supported by Samsung, Apple and other companies, while Nvidia may bring about a great change in PCB substrate.

According to Prismark statistics, the global IC packaging substrate industry is expected to reach US $21.4 billion in 2026, while with the entry of Intel and other manufacturers, the replacement of glass substrates for silicon substrates will be accelerated, and the permeability of glass substrates is expected to reach 30% within 3 years.

The agency said that the evolution of packaging methods is driven by the demand for high computing power, and the market scale of advanced packaging technologies such as 2.5D/3D and Chiplet is gradually expanding. Due to the influence of structure stacking, chip computing power improvement and other factors, advanced packaging technology still faces some problems, such as wafer warping, solder joint reliability, TSV reliability, RDL reliability and packaging heat dissipation. Finding more suitable materials, adopting new processes and more accurate and advanced equipment become the focus of breaking the situation. Among them, the packaging substrate is an important material in advanced packaging. Compared with organic substrates, glass substrates can significantly improve electrical and mechanical properties and meet the needs of larger packaging, which is an important direction of the development of advanced packaging in the future.

Lehman Optoelectronics said in the investor interactive platform today, the use of PM-driven glass-based MicroLED display is extremely thin, high flatness, very low power consumption, fast heat dissipation, ultra-high color restoration, is a cost-effective and cost-effective product, can be widely used in command, monitoring, scheduling, meetings, education, home and other commercial and consumer display scene, will bring new value growth points for industry expansion.

The company also suggested that the company's glass-based packaging technology was pioneered by Lehman and driven by PM. The RGB light-emitting chip was packaged on a multi-layer perforated and copper-clad glass substrate with COB packaging technology to form a high-performance glass-based display panel for seamless splicing.