Author: xjadmin

① Pending OPEC release of monthly crude oil market report; ② 04:30 US API crude oil inventory for the week ending May 9th; ③ 14:00 Final monthly CPI rate for April in Germany; ④ At 17:15, Federal Reserve Governor Waller delivered a speech; ⑤ 21:10 Federal Reserve Vice Chairman Jefferson delivers a speech; ⑥ 22:30 US EIA crude oil inventory and EIA strategic petroleum reserve inventory for the week ending May 9th; ⑦ The next day at 05:40, Federal Reserve Dailey attended a fireplace talk.

On May 14th, Amy Lo, co head of wealth management at UBS Group Asia, stated that UBS’s high net worth clients are increasingly withdrawing from US dollar assets and turning to gold, cryptocurrencies, and Chinese assets. Gold is very popular now, “Lo said in an interview with Yvonne Man at the Bloomberg New Voices event held in Hong Kong on Tuesday. She pointed out that the tense trade relations between China and the United States have prompted investors to diversify their asset allocation, which was originally “quite centered around the United States”; In addition to seeking other monetary assets, investors are also investing more funds in cryptocurrencies, commodities, and alternative assets. The volatility will definitely continue, “Lo added.

On May 14th, recently, the profit making effect of Hong Kong stock market’s new listings has significantly increased. According to Wind statistics, all five new stocks listed since April 14th have achieved an increase on their first day of trading, and one stock has doubled on its first day of trading. Prior to this, new stocks that have been listed this year have experienced ups and downs on their first day of trading. Meanwhile, several new stocks have been highly sought after by investors in the primary market since the beginning of this year. For example, the Shanghai Auntie Hong Kong public offering, which recently landed on the Hong Kong stock market, received 3616.83 times the subscription, and the Honey Snow Group broke the Hong Kong stock record with a frozen capital scale of HKD 1.82 trillion. Analysts say that both the subscription situation in the primary market and the performance in the secondary market indicate that investors are gradually increasing their attention to new Hong Kong stocks, and it is expected that the Hong Kong IPO market will accelerate its recovery by 2025. (China Securities Journal)

On May 14th, with the overall A-share market fluctuating and rising since May, various institutions are actively conducting research on listed companies. According to Wind data, as of the time of the reporter’s press release on May 13th, more than 1000 listed companies’ reception agencies had conducted research before the halfway point of May. From the performance of the secondary market, over 90% of the surveyed companies have achieved positive returns since May. From the distribution of industry sectors, mechanical equipment, electronics, and pharmaceutical biology are the three industries with the densest distribution of listed companies surveyed by institutions since May. Structural investment opportunities such as humanoid robots, electronic industry sub sectors with excellent performance, innovative drugs, and pharmaceutical going global are highly valued by institutions. (China Securities Journal)

On May 14th, over 300 listed companies have publicly disclosed plans to repurchase and increase their holdings since April this year, with a maximum amount exceeding 100 billion yuan. Among them are private enterprises such as Sany Heavy Industry, Midea Group, and Rongsheng Petrochemical, as well as state-owned enterprises such as China National Petroleum Corporation, China Railway Group, and China COSCO Shipping. At the same time, China Chengtong and China Guoxin, two state-owned capital operating companies, have publicly announced their plans to use stock buyback loans to increase their holdings in the listed companies they invest in. It is reported that as of the end of April 2025, the upper limit of the proposed loan amount for stock repurchase and increase in holdings disclosed by listed companies has exceeded 110 billion yuan, and financial institutions have signed stock repurchase and increase in holdings loan contracts with listed companies and major shareholders for approximately 200 billion yuan. (China Securities Journal)

On May 14th, since May, mergers and acquisitions in A-shares have shown a trend of multiple developments. On the one hand, companies that have already released restructuring plans are orderly advancing their merger and acquisition processes, and the progress of acceptance and inquiry is receiving much attention; On the other hand, there are numerous new cases of mergers and acquisitions, with transaction models leaning towards cash based “short, flat, and fast” approaches, while the direction of mergers and acquisitions is focused on emerging and future industries led by industry synergy. The reporter noticed that on May 13th alone, more than ten listed companies intensively released announcements related to mergers and acquisitions, with nearly half of them announcing their merger plans for the first time. From the perspective of transaction methods, cash acquisitions have become the preferred choice for more listed companies. From the perspective of merger and acquisition purposes, industrial synergy remains the mainstream trend, with both horizontal integration to expand the market and vertical integration to improve the industrial chain. (Shanghai Stock News)

On May 14th, a wildfire broke out in St. Louis County, Minnesota, USA on May 13th, burning over 80.9 square kilometers of land and destroying dozens of buildings. The governor mobilized the state National Guard to assist in extinguishing the fire. It is reported that there are still 150 buildings under mandatory evacuation orders.

On May 14th, MSCI announced the results of its index review for May. The MSCI Worldwide Equity Index (ACWI) has added 30 stocks and removed 61 stocks. Among them, the MSCI China Index has newly included six stocks, including Xinyuan Shares, Baileys Tianheng, Huitai Medical, Enlight Media, and Hisilicon; Exclude 17 stocks including Hisense Home Appliances, FAW Jiefang, Shanghai Pharmaceuticals, and Jinxinxin. This adjustment will take effect after the closing on May 30th. As the MSCI China Index is nested within the MSCI Emerging Markets Index, entering the MSCI China Index means entering the MSCI Global Standard Index series, thereby gaining passive fund tracking.

On May 14th, the Israeli military reported that armed militants in the Gaza Strip launched three rockets towards the Israeli side on the evening of the 13th local time, triggering an air defense alert from the Israeli side. The Israeli military successfully intercepted two of them, while the other rocket landed in an open area. The attack did not cause any casualties. Subsequently, the Palestinian Islamic Jihad (Jihad) issued a statement claiming responsibility for the rocket attack on Israel that evening, calling it retaliation for Israel’s attack on the Palestinian people in Gaza.

On May 14th, OpenAI is considering building a new data center in the United Arab Emirates, which could significantly expand its business layout in the Middle East. The agreement has not yet been finalized and could still be changed, possibly announced as early as this week during US President Trump’s visit to the Middle East. Trump plans to visit the United Arab Emirates on Thursday. OpenAI CEO Sam Altman is currently visiting the region as part of a collective visit by technology leaders. According to insiders, it is currently unclear how much data center capacity OpenAI plans to build in the United Arab Emirates. The success or failure of this project largely depends on whether OpenAI can successfully import NVIDIA’s cutting-edge chips for developing and training AI models. Since 2023, the United States has been restricting the sale of such chips to the United Arab Emirates, but according to media reports, Trump administration officials are about to reach an agreement to relax the access rights of this Gulf country.