OnePage Money - Your news on time is priceless

Most important event for the HK market is the Hang Seng Index surging 580 points and the Hang Seng Tech Index rising 128 points amid strong trading volumes, with major stocks like China Construction Bank, Alibaba, Tencent, and Meituan all gaining significantly, reflecting a broad market rebound driven by renewed investor confidence.

State Capital Boosts Market Stability: Two major state-owned capital operation companies, China Guoxin and China Chengtong, announced they have used over 50 billion yuan in stock-repurchase and increase-special loans to buy Chinese stocks, firmly expressing confidence in the market's future and aiming to maintain stability.
Property Market Recovery Signals: Both the Beijing and Shenzhen real estate markets are showing signs of recovery, with transaction volumes and average prices improving in both new and secondary markets as "quality housing" becomes increasingly favored by buyers.
AI and Energy Synergy Breakthroughs: At the 2026 World AI Conference, China emphasized the "dual empowerment" of AI and energy, accelerating the construction of a new energy system where computing power drives electricity growth and green energy supports AI development.
New Tech IPO: Changxin Technology: The storage chip giant Changxin Technology has officially started its IPO subscription, marking the largest IPO on the STAR Market. Fund managers view it as a critical piece completing China's DRAM manufacturing landscape, potentially becoming a "must-allocate" if priced reasonably.
Strong Corporate Earnings in Non-Banking Finance & Chemicals: Deep Exchange non-banking financial companies reported a "pre-joy" trend with over 80% showing growth exceeding 50%, while the chemical sector saw major rebounding with several leaders (e.g., Hengyi Petrochemical) reporting net profit increases of over 10x.
Global Tech Sector Volatility: The A-share AI and semiconductor sectors faced a sharp correction in July, causing net value drawdowns in wealth management products. Meanwhile, US AI data center construction is encountering delays and stalling, signaling the end of the initial "wild expansion" phase.
Banking and Credit Card Optimization: Major banks like China Guangfa and Industrial Bank have optimized credit card annual fee rules (e.g., reducing fees for supplementary cards or offering fee waivers), signaling a move towards precise management of the credit card business.
Domestic Computing Power Advancement: Domestic ultra-node computing solutions became the highlight of the 2026 World AI Conference, showcasing a new stage of competition in China's domestic computing power industry with diverse chips and architectures.
Leverage Reduction in Korea: Following a stock market crash, South Korean regulators launched an emergency "de-leveraging" storm, suspending new single-stock leveraged ETF launches and raising investment thresholds to prevent further market instability.
Real Estate Subsidies Expand Nationwide: To support housing demand, over 80 cities in China have implemented subsidy policies this year, often linking them to marriage and fertility incentives to reduce costs for families with multiple children.

The most significant event for the JP market is the official implementation of the "Kotatsu Shock" (fiscal tightening policy) in early "Kotatsu", a major factor for the JP market.

Japanese politician Ozawa criticized the "time-wasting" debate among leadership, while austerity advocates faced a "shock" from a "bone-thin" policy, with Tanaka Shoshi questioning the rationale.
Osaka is launching a major initiative for a financial metropolis, with the Osaka Prefecture planning blockchain-based financial service experiments.
A young artist in Tokyo is partnering with Mizuho FG for a support project in New York, aiming to promote art and creativity.
The yen is trading at around 162 yen, with concerns about forex intervention to correct the weak yen, and a strong sentiment of caution leading to small movements.
European stocks are mixed, with London trading showing increased orders in energy stocks, while DAX trading is soft in industrial stocks.
There are objections to a "bone-thin shock" policy, with arguments against a "Japan is bad" rhetoric, and a call to use financial capacity.
A tax cut is being considered, with a proposal to use financial capacity, and a strong sentiment of caution leading to small movements.
A life insurance premium deduction is being expanded, with a call to use financial capacity, and a strong sentiment of caution leading to small movements.
A bankruptcy order is being issued, with a call to use financial capacity, and a strong sentiment of caution leading to small movements.
China's low-level rare earth magnet exports to Japan are continuing, with June showing 128 tons, down from the previous year's same month.

Although the crypto market is slipping as equities advance, a key indicator suggests a potential "bitcoin volmageddon" may be brewing.

Crypto Clarity Act is stalled while President Trump faces political pressure before the August recess.
Bitcoin is gaining value as Senator Marco Rubio hints that negotiations with Iran are still ongoing.
Analysts question whether increased demand from South Korea could drive XRP to a new price surge.
Perpetual trading is seen as risky—it can lead to massive gains or complete losses.
A guide is available for anonymously converting Zcash to Monero without identity verification.
Elon Musk's AI predicts a major XRP move within 30 days, one that most investors haven’t anticipated.
Analysts are watching whether XRP can sustain its price above $1 in the coming week.
Google’s AI has disclosed a surprising long-term price prediction for Solana extending to 2026.
The crypto market is falling despite rising stock prices, while social media hype causes temporary pumps.
South Korea’s central bank is set to begin real central bank digital currency transactions with nine financial institutions in September.

Disclaimer:
The information provided on this website is for informational and educational purposes only and should not be construed as financial, investment, trading, or other professional advice. All opinions, analyses, and commentary reflect the personal views of the respective authors and do not constitute recommendations to buy, sell, or hold any assets, securities, or cryptocurrencies. While every effort is made to ensure the accuracy and timeliness of the information presented, no warranty, express or implied, is given regarding its completeness, reliability, or suitability. Financial markets, particularly cryptocurrencies and digital assets, involve significant risk and volatility. You should conduct your own research, seek independent advice from licensed financial advisors, and assess your risk tolerance before making any investment decisions. The website, its contributors, and affiliates assume no liability for losses or damages arising from the use of or reliance on any information contained herein. External links are provided for convenience and informational purposes only; the site has no control over and assumes no responsibility for their content or policies. By using this website, you acknowledge and agree to these terms.