Market Insight

22/07/2026 - 20/08/2026

Xiaomi's Q2 Revenue Reached 100 Billion Yuan, But Net Profit Was Nearly Halved. What's The Reason?

Xiaomi Group has released its Q2 2026 financial report. Quarterly revenue was 108.9 billion yuan, down 6.1% year-on-year but up 9.9% quarter-on-quarter, returning to the 100 billion yuan mark; Adjusted net profit was 6.2 billion yuan, a year-on-year plunge of 42.6%.

20 Aug 2026

【TMGM Financial Recap】U.S. Treasury Makes Surprise Move, U.S. Treasury Yields and Dollar Fall Together, Gold Surges Over 4% to Two-Month High!

The market swiftly shifted from bond sell-off panic to a frenzy of gold buying, driven by a complex interplay of fiscal pressures, geopolitical uncertainty, and monetary policy dynamics!

20 Aug 2026

TMGM Daily Market Breakfast: 2026-08-19

Trade policy and geopolitics dominated the reporting window, with Washington temporarily pausing planned 50% tariffs on Canadian goods after last-minute talks with Ottawa and separately maintaining a hard public stance on Iran. The Iran developments were also reflected in energy coverage, where oil prices extended recent gains amid supply concerns tied to the regional situation.

19 Aug 2026

TD Cowen Reiterates Buy Rating on Broadcom, Bullish on Its AI Revenue Outlook!

TD Cowen has reiterated its Buy rating on Broadcom Inc. TD Cowen expects investors to focus on whether Broadcom can maintain its multi-year business outlook and provide specific forward-looking commentary to reinforce market confidence!

19 Aug 2026

Gold Steadies as Treasury Yields Ease. Can Fed Minutes Push Gold Towards $4,500?

After falling almost 2% yesterday, gold prices have steadied, and Treasury yields are easing. Attention turns to today's FOMC minutes for direction.

19 Aug 2026

World Gold Council Emphasizes That Gold Differs From Ordinary Commodities and Should Be Treated as a Standalone Asset Class!

In broad asset allocation, many investors are accustomed to categorizing gold under the commodities category and gaining exposure through commodity indexes. The World Gold Council points out that gold should not be equated with ordinary commodities!

19 Aug 2026

【TMGM Financial Recap】Trump Labels Hormuz as "U.S. territory," Iran Shuts the Gates in Reverse, and One-fifth of the World's Oil and Gas are Stuck in the Throat

Trump labels Hormuz as "U.S. territory," Iran shuts the gates in reverse, and one-fifth of the world's oil and gas are stuck in the throat

19 Aug 2026

TMGM Daily Market Breakfast: 2026-08-18

The reporting period was dominated by a renewed rise in US Treasury yields and by geopolitical developments spanning the Middle East and US strategic policy. Two high-importance bond-market reports described a sharp move higher in long-dated US yields, including a 30-year Treasury yield level not seen since 2007, with the coverage citing fiscal concerns, inflation and questions around Federal Reserve independence.

18 Aug 2026

NVIDIA once again invests funding into OpenAI, plans to provide up to $105 billion to support the construction of ultra-large AI data centers!

NVIDIA further deepens its collaboration with OpenAI in the field of artificial intelligence infrastructure. In recent years, NVIDIA has continuously supported AI companies in expanding infrastructure through investment, guarantees, and other means!

18 Aug 2026

U.S. Treasury Debt Nears $40 Trillion, BofA Chief: Going Long Gold Is the Best Move Right Now

U.S. national debt is just $65 billion away from the $40 trillion mark. Michael Hartnett, Chief Investment Strategist at Bank of America, believes that going long gold is the best move right now.

18 Aug 2026

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