Flash News

TREE NEWS reports: Global DRAM market revenue reached $147.024 billion in Q2 2026, up 55.9% quarter-over-quarter, a record high. Server DRAM and HBM sales surged on strong server demand, with ASP growth slowing from triple-digit to 40-50% in Q2. Prices remained firm, driving volume and price gains. Q3 ASP is expected to rise further but at a slower pace as long-term price caps lock in.

TREE NEWS update: White House economic adviser Hassett said the US will observe the impact of current futures prices. The brief statement, reported on Friday, offers no further detail on policy measures. Markets await clarity on the administration’s stance toward commodity and financial futures.

TREE NEWS update: JU ACTIVE founder Huang Haorui said on September 4 that his company had already filed a second-instance appeal in the trademark dispute with lululemon, and that lululemon has also appealed. lululemon had not responded to requests for comment at the time of writing.

TREE NEWS reports: The Philadelphia Semiconductor Index gained 3% on [date not specified], with Seagate Technology surging over 5%, ASML and Micron Technology each rising nearly 4%, and Intel up nearly 3%. The broad rally highlights strength in the semiconductor sector.

TREE NEWS reports: US August nonfarm payrolls added 162,000 jobs, far exceeding expectations, boosting bets on a September Fed rate hike. US stocks opened lower: Nasdaq -0.01%, S&P 500 -0.14%, Dow -0.31%. Tesla fell over 4% despite its Cybercab launch in Austin, while Lululemon plunged 18% on lowered guidance.

TREE NEWS reports: US stocks opened mixed on Tuesday. The S&P 500 edged up 2.48 points (0.03%) to 7,750.19, while the Nasdaq Composite rose 3.84 points (0.01%) to 26,587.90. The Dow Jones Industrial Average slipped 101.22 points (0.19%) to 53,584.89.

TREE NEWS reports: Nick Timiraos said that strong August jobs data removed a key obstacle to a Fed rate hike at the September 15-16 meeting. The report revised July’s negative figure to positive and pushed six-month average hiring to a two-year high, undermining arguments against tightening based on weak labor market.

TREE NEWS reports: The US added 162,000 jobs in August, far exceeding the expected 55,000, with unemployment holding at 4.1%. The strong data boosted market expectations for a September rate hike by the Federal Reserve. Norway’s oil fund may cut its US Treasury holdings by about $80 billion.

TREE NEWS update: On Sept 4, GAC Group and Huawei’s Qiankun launched the Qijing GX7, a mid-to-large five-seat SUV, with presale prices of 249,900-311,900 yuan. The model features three extended-range versions, an 800V architecture, and a claimed combined range over 1,500 km. It debuts with an L3-ready driving architecture and Huawei’s ADS 5 system with four lidars.

TREE NEWS reports: US job growth exceeded expectations in August, with unemployment holding steady, signaling a stronger labor market than previously thought. The report shows resilience amid Iran war uncertainties and inflation pressures. Fed officials may view this as supporting rate hikes, but next week’s CPI data remains key for this month’s policy decision.

TREE NEWS reports: US stock index futures fell after the release of nonfarm payrolls data, with S&P 500 futures down 0.17% and Dow futures down 0.24%. Treasury yields spiked, with the 10-year yield up nearly 2 basis points to 4.794%. Spot gold dropped 1.64% to below $4,400 per ounce, while USD/JPY rose 55 pips to 156.52.

TREE NEWS update: Baidu Group announced that its Class A ordinary shares have been included in the eligible securities under the Shanghai-Hong Kong Stock Connect, effective September 7, 2026. This allows mainland investors to buy Baidu shares directly through the southbound trading channel.

TREE NEWS update: Hong Kong Exchanges and Clearing (HKEX) said IPO fundraising on the Hong Kong market reached HK$342.4 billion in the first eight months of 2024, up 153% from HK$135.1 billion a year earlier. The figures, released in HKEX’s monthly market statistics on September 4, underline a strong rebound in new listings.

TREE NEWS update: BlackRock has appointed Jason Mehring as its chief executive officer. The move takes effect immediately. Mehring previously served in a senior leadership role within the firm. This leadership change comes as BlackRock continues to expand its asset management business.

TREE NEWS update: Xingye Technology said the China Securities Regulatory Commission has decided to open a case against the company for suspected violations of information disclosure laws and regulations. The company made the announcement without further details on the alleged violations.

TREE NEWS update: Longban Media disclosed that its AI video business generated about 80 yuan in June and 75,000 yuan in July, less than 0.01% of audited 2025 revenue. The company stated the impact on performance is insignificant now and expected to remain so.

TREE NEWS update: Li Auto will invest 2.65 billion yuan ($370 million) in Sunwoda Electric Vehicle Battery, a subsidiary of Sunwoda Electronic, acquiring an 8.79% stake. Post-investment, Li Auto entities will hold 11.17% indirectly. The company said the move deepens collaboration, upgrading from joint R&D to a long-term partnership in battery manufacturing.

TREE NEWS update: The Shanghai Stock Exchange announced that Baidu will be added to the list of eligible stocks under the Shanghai-Hong Kong Stock Connect scheme. Effective immediately, the move allows mainland investors to trade Baidu shares through the southbound link, enhancing the company’s access to a broader investor base.

TREE NEWS update: Zhongji Innolight announced that its actual controller Wang Weixiu has released a pledge of 1.35 million shares with GF Securities, representing 1.94% of his holdings and 0.11% of total shares. As of the announcement date, Wang and his concert parties have 5.328 million shares pledged, accounting for 2.76% of their combined holdings.

TREE NEWS update: On September 3, NIO founder and CEO William Li said the auto industry has entered the most brutal phase of the marathon’s final stretch, with industry-wide profits under sustained pressure and sales and manufacturing margins at low levels. He noted that while single-vehicle costs have risen—memory chips up 10,000 yuan and batteries up 3,000-4,000 yuan—NIO will maintain price stability in the second half of the year.