1: In the early morning of August 18, Beijing time, the three major U.S. stock indexes closed down collectively, with the daily cycle falling three times, the Nasdaq down 1.17 percent, the Dow down 0.84 percent, and the S & P 500 down 0.77 percent. Vietnam's electric car VinFast fell more than 33%, down nearly 50% from Tuesday's high. Most of the big tech stocks fell, with Netflix and Meta down more than 3 percent, Tesla down more than 2 percent, Apple down more than 1 percent, Microsoft, Nvidia and Amazon down slightly, and Google up more than 1 percent.

2: Faraday's future surged by more than 25%. the company said that the reverse equity split proposal would be approved by shareholders . Popular mid-cap stocks mostly rose, with the Nasdaq China Golden Dragon Index up 0.26 percent. Tencent Music rose more than 5%, Proview rose more than 3%, Alibaba and Ideal Car rose more than 1%, Weilai, Pinduoduo, Aiqiyi, Bilibili, Xiaopeng Auto and Weibo rose slightly. Baidu, Manbang, Jingdong, Futu Holdings, and NetEase fell slightly.

3: International crude oil futures settlement prices end of the day line three straight down. WTI September crude oil futures settled up $1.01, or 1.27 percent, at $80.39 a barrel. Brent October crude oil futures closed up $0.67, or 0.8 percent, at $84.12 a barrel. COMEX December gold futures settled down 0.68 per cent at $1915.2 an ounce, after falling to $1914.9 in intraday trading.

4: The onshore RMB closed at 7.2888 against the US dollar at 03:00 Beijing time, up 102 points from the day and night close of the previous trading. After 17:30 Beijing time yesterday, the offshore RMB rose rapidly against the US dollar. Within an hour, the offshore RMB rose above 400 points against the US dollar, once regaining the 7.3 mark . At 04:59 Beijing time on the 18th, it was reported at 7.3041 yuan. Offshore RMB rose 322 points, or 0.44 percent, from late Wednesday in new york. The overall intraday trading was in the range of 7.3497-7.2970 yuan.

5: according to statistics, on the evening of August 17, nearly 40 listed companies threw out stock repurchase plans, with repurchase amounts ranging from 15 million yuan to 0.4 billion yuan. according to the statistics of the Oriental Wealth Research Center, as of the 16th, about 400 companies have carried out buybacks during the year, with a total buyback amount of more than 20 billion yuan.

6: the number of people applying for unemployment benefits for the first time in the United States last week was 239000, with an estimated 240000 and a previous value of 248000. At one point, the yield on the 30-year U.S. Treasury bond rose to 4.4432 percent, its highest level since 2011.

1: from August 18 to 19, the 2023 China computing power conference, jointly sponsored by the Ministry of industry and information technology and the Ningxia people's government, will be held in Yinchuan, Ningxia. The conference will release some important research results such as the 2023 China computing power white paper and the national computing power industry development index with the theme of high-quality development of new industries. Previously, the Ministry of Industry and Information Technology said it planned to issue a policy document to promote the high-quality development of computing infrastructure.

Comments: At present, China's computing power industry has begun to take shape, and enterprises in the upper, middle and lower reaches of the industrial chain cooperate to form a benign interaction. Huaxi Securities believes that the world is in the outbreak of AIGC, China is in the accelerated period of the construction of intelligent computing center computing power server, optical module, switch and other industrial chain ushered in the development opportunities. The agency expects the global computing network market to reach $45 billion billion by 2025. Concept stocks include Xinyisheng , Shunwang Technology , Hongxin Electronics , etc.

2: According to media reports, Shanghai, Guizhou, Guangxi, Beijing and other places have recently released data elements planning documents, data elements has become a new field of local industry competition, Data elements Policy positions are further elevated . As a new factor of production, data has been integrated into my country's economic value creation system together with other factors, and has become a basic resource, strategic resource and important productivity in the digital economy era. Since December last year, China's first basic document specifically for data elements, "Data 20" was released, multi-sectoral measures to promote the construction of the data element market.

Comment: The National Data Bureau ushered in the first director, marking that the National Data Bureau will enter the substantive operation segment, the construction of a new regulatory system for China's data elements will accelerate, and the development of data elements will open a new chapter in rapid development. According to the National Industry and Information Security Development Research Center estimates, in 2021, China's data element market size reached 81.5 billion yuan, is expected to "14th Five-Year Plan" during the market size compound growth rate will be more than 25%. China's data element market is expected to usher in accelerated development. Concept stocks include Zhejiang Digital Culture , Zero Digital , Tianjian Technology, etc.

3: a spokesman for the Ministry of Commerce said that the Ministry of Commerce has successively received applications from some enterprises for permission to export gallium and germanium-related items, which are currently being examined in accordance with the law and will make a decision on whether to grant a license after taking into account relevant factors such as national security and interests, international obligations, end-users and end-uses. Since August 1, China has implemented export controls on gallium and germanium-related items and cannot export without permission. According to reports, in the past half a month, the prices of these two materials in the international market have changed. Among them, the price of gallium metal has risen by 50%, setting a new high in 10 months.

Comments: According to data released by the U.S. Geological Survey (USGS), the current global reserves of gallium are about 279300 tons, while China has the largest reserves, reaching 190000 tons, accounting for about 68% of the global reserves. At present, China's share of global gallium production continues to increase, by 2021, the proportion of global gallium production has exceeded 90%. Fryberg Composites, the world's largest gallium purchaser, previously said that customers are hoarding these materials like crazy and the entire industry is very nervous. Concept stocks include Yunnan germanium industry , Chihong zinc germanium and so on.

Xinwei Communications (300136): The company intends to acquire 96.8421 of the shares of Weishi Technology held by 10 shareholders, including Jiangsu Rongsheng Enterprise Management Co., Ltd., with its own funds of 0.99 billion yuan. The acoustic device business of Weishi Technology has a high degree of synergy and complementarity with the company's existing main business, and this acquisition is conducive to accelerating the company's industrial layout in key electronic components.

Hengfeng Information (300605): The company intends to issue shares to specific targets to raise no more than 0.503 billion yuan, after deducting the issuance costs will be used for industry digital application-level operating system research and development projects, supplementary liquidity projects.

bonyan technology (688132): the company recently signed a batch of equipment order contract with a customer, the subject of the contract is a communication equipment, the total contract amount of about 0.141 billion yuan, the contract amount accounted for more than 50% of the company's audited operating costs in 2022.

otway (688516): xurui technology, a subsidiary of the company, recently signed a purchase contract with Xinjiang central hesheng silicon industry co., ltd. xurui technology sold about 0.38 billion yuan (including tax) of battery-end equipment such as screen printing equipment and light injection equipment to Xinjiang central hesheng silicon industry co., ltd.

collar puzzle (002600): subsidiaries Suzhou collar and Suzhou collar respectively signed nomination agreements with power battery subsidiaries of a German vehicle manufacturer, agreeing that Suzhou collar and Suzhou collar will supply power battery cover plates, die-cut parts and related injection molding and stamping parts to customers, which is expected to increase the company's revenue by about 2.2 billion yuan from 2025 to 2029.

Science and Technology Navigation (688282): The company plans to repurchase shares at no less than 50 million yuan and no more than 0.1 billion yuan, and the price of the shares to be repurchased does not exceed 71 yuan/share

Junpu Intelligence (688306): Zhou Xingyu, chairman of the company, proposed that the company buy back shares at 30 million yuan to 50 million yuan, with the repurchase price not exceeding 7 yuan per share (inclusive).

Si Linjie (688115): Zhou Maolin, the controlling shareholder, actual controller, chairman and general manager of the company, proposed that the company repurchase shares at 25 million -50 million yuan, and the repurchase price should not exceed 50.04 yuan per share (inclusive).

Fuguang shares (688010): Fuguang Technology Group, the indirect controlling shareholder of the company, intends to increase its stake in the company through centralized bidding within 6 months from August 18, 2023, with an increase of not less than 10 million yuan and not more than 50 million yuan.

South Asia New Materials (688519): Bao Xiuyin, chairman and actual controller of the company, proposed that the company buy back shares at 25 million -35 million yuan at a repurchase price of no more than 35 yuan per share (inclusive).

haohai shengke (688366): chairman Hou yongtai proposed that the company buy back shares at 0.1 billion -0.2 billion yuan, with the repurchase price not exceeding 130 yuan/share (inclusive).

Huaxi Biology (688363): Zhao Yan, the actual controller, chairman and general manager of the company, proposed that the company buy back shares at 0.2 billion -0.3 billion yuan, and the repurchase price should not exceed 130 yuan per share (inclusive).

kaisai biology (688065): cathay Industrial Biotech ltd, the controlling shareholder of the company. It is proposed that the company buy back shares at 50 million -0.1 billion yuan.

Nanmo Bio (688265): Fei Jian, chairman of the company, proposed that the company buy back shares at 15 million -30 million yuan, with the repurchase price not exceeding 50 yuan/share (inclusive).

Wright Optoelectronics (688150): Wang Yalong, the company's controlling shareholder, actual controller, chairman and general manager, proposed that the company repurchase shares at 30 million -50 million yuan, and the repurchase price should not exceed 29.4 yuan per share (inclusive).