Must-Read for Traders: Stock Market Bullish or Bearish News_March 19, 2026_Financial News

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Positive and Negative Market Impact News

Macro News

1. On March 18, the General Office of the CPC Central Committee and the General Office of the State Council issued opinions on the pilot work to extend the second round of land contract expirations by 30 years. The document makes specific arrangements for this work, including overall requirements, prudent and orderly implementation of the extension, strengthening farmers’ land contract rights protection, improving rural land contract management, and enhancing organizational leadership, totaling 15 specific measures across five sections.

2. Foreign Ministry spokesperson Lin Jian held a routine press conference yesterday. A reporter asked that U.S. President Trump confirmed the postponement of his visit to China, stating the meeting with China would take place in about five to six weeks, and China has accepted this. Lin Jian said that high-level diplomacy plays an irreplaceable strategic leading role in China-U.S. relations, and both sides will continue to communicate regarding Trump’s visit.

3. Iran announced on the 18th local time that it successfully struck the U.S.-exclusive zone at the Riyadh oil and gas joint refinery near the Saudi capital. Explosions occurred inside the refinery, causing a large fire. Qatar Energy issued a statement on the 18th local time that the Ras Laffan Industrial City in Qatar was hit by a missile attack that night. The statement said the attack caused a fire and significant property damage but no casualties. Earlier that day, Iran’s Islamic Revolutionary Guard Corps issued an emergency warning, stating that five oil and gas facilities in Saudi Arabia, the UAE, and Qatar had become legitimate targets and would be attacked in the coming hours, urging residents in the area to evacuate.

4. On March 18, according to The Wall Street Journal citing U.S. officials, after Israel attacked Iran’s South Pars gas field, U.S. President Trump stated that he “does not want further attacks on Iran’s energy facilities.”

5. Commerce Minister Ling Ji hosted the “Invest in China” roundtable in Hong Kong and met with leaders of relevant Hong Kong chambers of commerce. Ling Ji expressed hope that Hong Kong enterprises and multinational companies in Hong Kong actively participate in the emerging pillar industries and future industries outlined in the 14th Five-Year Plan, leveraging Hong Kong’s “Four Centers” advantages to achieve mutual benefits.

6. The Federal Reserve announced that the target range for the federal funds rate remains at 3.5% to 3.75%, holding steady for the second consecutive time, in line with market expectations.

7. Fed Chair Jerome Powell stated that the Federal Reserve believes the current policy stance is appropriate; he has no intention to leave the Fed before the Department of Justice’s investigation concludes.

Industry News

1. The China Securities Regulatory Commission held a meeting on March 17 to review the comprehensive strict governance and disciplinary inspection work for 2026. The meeting emphasized deepening special governance on corruption in key areas, focusing on key personnel and issues, increasing case investigations, especially cracking down on actions damaging market order and harming small investors’ interests, and resolutely removing “obstacles” and “stumbling blocks” hindering market reform and development.

2. Global demand for AI has surged, and token usage has increased, leading Alibaba Cloud, Baidu Smart Cloud, and other products to raise prices. According to comprehensive research reports, although large-scale commercialization of AI applications still lacks clear visibility, forecasts suggest that in the next 3 to 6 months, as inference AI applications are densely deployed and model training continues to iterate, computing power demand is expected to further rise.

3. The Ministry of Natural Resources announced new discoveries in China’s latest mineral exploration breakthrough strategic action, with solid mineral deposits found in Mianyang, Sichuan, and Dangchang, Gansu, including rare earths, fluorite, barite, and antimony.

4. The International Air Transport Association (IATA) long-term demand forecast (LTDP) predicts that by 2050, global air passenger demand will more than double current levels.

5. Quadruped robots are becoming a priority for security in U.S. data centers. These robotic dogs are equipped with sensors to detect temperature fluctuations, leaks, water accumulation, and even abnormal noises that may indicate issues.

6. Data from the China Index Academy shows that from January to February 2026, the total planned construction area of land transactions in 300 cities was 2.37 billion square meters, down 23.7% year-on-year. Despite the overall low transaction scale, high-quality land in first-tier and core second-tier cities remains highly competitive, with January-February transaction premiums in first-tier cities reaching 14.2%.

7. Leading domestic titanium dioxide company Longbai Group announced on March 16 that it would raise prices on all “Xuelian” brand titanium dioxide products, just 14 days after the last price increase, a relatively rare frequency.

Company News

1. Tencent Holdings announced that its Q4 non-IFRS net profit was 64.69 billion yuan, up 17% year-on-year.

2. ST Yigou announced plans to sell 100% equity of four subsidiaries at 8 yuan each, expected to increase the company’s attributable net profit by about 117 million yuan.

3. *ST Jingfeng announced that its controlling shareholder has changed to Shiyao Holdings.

4. FiberHome announced that its third-largest shareholder, Yangtze Communications, plans to reduce holdings by no more than 1 million shares.

5. Zotye Auto announced that its wholly owned subsidiary, ShenKang Body, resumed work and production.

6. Heshun Petroleum announced plans to acquire 51.11% voting rights of Kuixin Technology, a high-speed interface IP company, for 540 million yuan.

7. Watson Bio announced that the actual controller will change to Huang Tao, and trading will resume from today.

8. Shunhao Holdings stated that the “Ground Data Day Calculation” business may have competitive advantages over ground data centers in the next 5-10 years, but this process may face intense industry competition.

9. CATL responded on the interactive platform to the electric vehicle subsidy policy adjustment, stating that subsidies will tilt toward mid-to-high-end models, which will benefit the company’s market dominance in this segment.

10. GCL System Integration announced that Qianhai Financial Holdings reduced holdings by 58 million shares from March 12 to March 17.

Global Markets

U.S. stock indices all declined: Dow down 1.64%, Nasdaq down 1.46%, S&P 500 down 1.36%. Major European indices also fell, with Germany’s DAX 30 down 0.96%.

International oil prices rose: WTI crude futures closed at $96.32 per barrel, up 0.11%; Brent crude futures at $107.38 per barrel, up 3.83%.

International gold prices declined: spot gold down 3.67%, at $4,822.05 per ounce; COMEX gold futures down 3.72%, at $4,821.90 per ounce.

Investment Opportunities Reference

1. The Hard Currency of the AI Era: The “Token Factory” Era Begins

NVIDIA founder and CEO Jensen Huang repeatedly emphasized the concept of “token factory” at GTC2026: under fixed power, space, and cost constraints, enabling data centers to produce more, faster, and more commercially valuable tokens. He stated that tokens are the hard currency of the AI era, and computing power equals enterprise revenue.

Currently, as model markets expand and accelerate realization, the token industry chain is becoming a new core focus. Zhong Jian-shu of Changjiang Securities believes that as demand for models enters an era of needs, with increasing user installations, the explosion of tokens will directly boost inference computing power and cloud demand in the short term. Vertically, AI applications in tools, social, and entertainment fields are expected to benefit from continuous model capability improvements. Focus areas include: (1) Model side: token/MaaS revenue explosion leading to revaluation; (2) Domestic computing power: demand inflection point may ease supply and accelerate realization; (3) Cloud + IDC; (4) Applications: high-value, high-barrier, high-fulfillment categories in scenarios like taxation and industry.

2. SK Hynix Says Global Storage Chip Shortage May Persist Until 2030

According to media reports, SK Group Chairman Chey Tae-won said in San Jose, USA, on March 16 that the global storage chip shortage may last until 2030. SK Hynix will do its best to stabilize prices and is considering issuing American Depositary Receipts (ADRs).

Yijian Securities analysts believe that benefiting from sustained high demand in AI servers and the upgrade cycle of storage chips in smartphones like iPhones, the storage industry will enter a new development cycle. They recommend paying attention to investment opportunities in domestic storage industry listed companies.

【Suspensions of Trading】

None

【Resumption of Trading】

300142 Watson Bio