Galaxy Securities
PulseAugur coverage of Galaxy Securities — every cluster mentioning Galaxy Securities across labs, papers, and developer communities, ranked by signal.
4 day(s) with sentiment data
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Hedge funds bet against Japanese Yen at highest level since 2007
Hedge funds have increased their short positions on the Japanese Yen to the highest level since 2007, betting on further depreciation. This comes as the Yen reached its lowest point against the US dollar since 1986, pro…
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Galaxy Securities: Electronic Yarn Prices Rise Monthly Amid Stable Coarse Yarn Market
Galaxy Securities reported that the price of electronic yarn is increasing monthly, with the coarse yarn market stabilizing. While some regions saw increased supply in June, the overall market impact was limited due to …
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Xiaomi YU7 GT sets Nürburgring record amid market downturn and gold price forecast · 2 sources tracked
The Chinese stock market experienced a broad decline, with major indices falling and nearly 4,400 stocks trading lower. In a separate development, Xiaomi Auto announced its YU7 GT model set a new world record for an aut…
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Galaxy Securities identifies 3 A-share investment themes for H2 2026
Galaxy Securities has released its mid-year investment outlook for A-shares, identifying three key investment themes for the latter half of the year. The first theme focuses on AI infrastructure, anticipating growth in …
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Samsung Foundry to produce Neuralink chips; HBM demand surges
Samsung Foundry has reportedly secured a contract to manufacture chips for Elon Musk's Neuralink. These "fourth-generation" chips, slated for mass production by late 2027, will utilize a 4nm process and began trial prod…
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AI compute demand to drive HBM prices and production share higher
Galaxy Securities predicts that the surge in AI computing power construction will lead to a prolonged increase in memory prices, with High Bandwidth Memory (HBM) production share expected to rise significantly. NVIDIA's…
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Korea Exchange Halts KOSDAQ Trading Amid Buying Spree
The Korea Exchange has activated a temporary trading halt mechanism for the KOSDAQ market, pausing program trading for five minutes. This action was taken in response to the KOSDAQ's buying spree. Separately, Galaxy Sec…
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Beer sector poised for growth amid price hikes and World Cup boost
A financial report from Galaxy Securities indicates that the beer industry is resilient and poised for growth, with price increases expected to continue through late 2026. The sector is anticipated to benefit from seaso…
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Panda Bond issuance surges 90% to 130B yuan amid market expansion
The Panda Bond market has experienced significant growth this year, with nearly 130 billion yuan issued by May 20th, marking a 90% increase year-over-year. This expansion is supported by investment banks enhancing their…
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Financial sector faces volatile recovery, structural divergence
Galaxy Securities anticipates the financial sector will experience a period of volatile recovery and structural divergence in the short term. The sector is currently at a relative bottom with low valuations and investor…
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China's enterprise sales rise, boosted by AI inference demand
National enterprise sales revenue has shown steady growth in the first four months of the year, with industrial sales increasing by 6.6%. Specifically, the manufacturing and mining sectors saw sales revenue rise by 6.9%…
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Cloud services enter demand-driven growth cycle on AI token usage
Galaxy Securities reports that the cloud service industry is entering an upward cycle driven by increased demand and pricing power. This shift is fueled by the growing scale of AI inference needs, with token consumption…
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Galaxy Securities: Token consumption to surge, benefiting AIDC, telcos, fiber optics, and optical modules
Galaxy Securities predicts a significant increase in Token consumption, driven by the growing demand for AI inference and rapid iteration of large language models. This surge is expected to accelerate growth across four…
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Galaxy Securities recommends focusing on upstream computing power infrastructure amid AI sector divergence
Galaxy Securities suggests focusing on the upstream computing power infrastructure sector within the AI industry. The firm notes a significant divergence in the AI sector during April, with hardware outperforming softwa…