On July 3, TD Securities' interest rate strategist noted in a report that investors may consider buying 10-year U.S. Treasury bonds when prices decline. They stated that uncertainty surrounding the Federal Reserve's policy path could keep the yield on 10-year U.S. Treasury bonds within the range of 4.25% to 4.66% in the short term. TD Securities expects that the Federal Reserve will not raise interest rates, but since the Fed is still waiting for more data, expectations for rate hikes may remain elevated.
Welcome Back
Click “Sign in” to agree to Cointime’s Terms of Service and acknowledge that Cointime’s Privacy Policy applies to you.
Join CoinTime
Already have an account?
Click “page.Sign up” to agree to Cointime’s <a class="underline" href="#term-of-service">Terms of Service</a> and acknowledge that Cointime’s a class="underline" href="#privacy-policy">Privacy Policy</a> applies to you.
Sign in with email
Sign up with email
Your email
Check your inbox
Click the link we sent to to sign in.
Click the link we sent to to sign up.
TD Securities: Investment Value in Weakening 10-Year U.S. Treasury Bonds
-
Wechat scan to share
Recommended for you
-
Tencent Cloud: DeepSeek-V4 Official Version 'Factory Direct Supply' Model Set to Launch in Mid-July
Tencent Cloud announced that the official version of the DeepSeek-V4 'Factory Direct Supply' model is scheduled to launch in mid-July on the large model service platform TokenHub and the intelligent agent development platform. This version update will bring multiple functional optimizations and performance enhancements. Additionally, to better allocate resources and improve service stability, the pricing strategy for the model will be adjusted in sync with the factory following the official release, introducing a peak and off-peak pricing mechanism. -
CSRC Seeks Public Opinion on Improving Rules for Listed Companies' Refinancing
On July 3, in order to thoroughly implement the spirit of the Fourth Plenary Session of the 20th Central Committee of the Communist Party, enhance the competitiveness and attractiveness of the domestic capital market, and improve the inclusiveness and adaptability of the capital market system, the China Securities Regulatory Commission (CSRC) has proposed amendments to the 'Administrative Measures for the Registration of Securities Issuance by Listed Companies', the 'Administrative Measures for the Registration of Securities Issuance by Listed Companies on the Beijing Stock Exchange', and supporting rules. Public opinion is now being sought. -
Analysis: Cooling in AI Semiconductor Sector and Bitcoin Rebound Indicate Possible Market Rebalancing
The AI storage and semiconductor sectors have recently shown significant cooling, while Bitcoin has rebounded from its recent low to above $61,000, sparking discussions on whether funds are beginning to reallocate towards digital assets. Stocks like SanDisk and Micron have seen a noticeable decrease in momentum, with the DRAM ETF falling about 25% from its mid-June peak, and the SMH down approximately 12%. Analysts point out that the increasing congestion in AI trading, combined with corrections in some leading stocks, is driving a rotation of funds within risk assets. Although it is still difficult to determine if a sustained style switch is forming, the simultaneous cooling of the AI sector and the rebound of Bitcoin suggest that the market is beginning to show signs of rebalancing within risk assets. -
Pegatron Holdings Plans to Raise 9.6 Billion Yuan for AI Server and High-Speed Optical Module HDI Project
On July 3, Pegatron Holdings announced that the company has released a proposal for a private placement of A-shares for the year 2026, aiming to raise no more than 9.6 billion yuan. After deducting issuance costs, the funds will be used for the 'Qingding AI Server and High-Density Interconnect (HDI) Project for High-Speed Optical Modules.' The issuance will involve no more than 35 specific investors, with the number of shares issued not exceeding 10% of the total share capital prior to the issuance, which is approximately 232 million shares. The total planned investment for the fundraising project is 12.73 billion yuan, which will add about 655,600 square meters of high-end HDI annual production capacity to seize opportunities in the AI computing power industry and strengthen the company's leading position in the industry. -
BTC Surpasses $62,000
Market data shows that BTC has surpassed $62,000, currently priced at $62,035.54, with a 24-hour increase of 1.22%. The market is experiencing significant volatility, so please ensure proper risk management. -
Bank of America: U.S. Stock Funds Experience Largest Outflow in Over Three Months
On July 3, Bank of America reported that investors are withdrawing from the U.S. stock market at the fastest pace since March. A team led by Michael Hartnett noted in their report that, according to EPFR Global data, U.S. stock funds saw an outflow of $17.2 billion in the week ending July 1. Meanwhile, investors are shifting their focus to some international stocks, with the Japanese stock market attracting approximately $1.9 billion in inflows, marking the largest inflow in seven weeks. -
Circle Issues 250 Million USDC on Solana
Circle has newly minted 250 million USDC on the Solana blockchain through the USDC Treasury, valued at approximately 250 million dollars. -
Jiang Bolong: Company Ensures Wafer Supply and Supports Edge AI Demand with Self-Developed Chips and Software Architecture
On July 3, Jiang Bolong announced that it expects the net profit attributable to shareholders of the listed company for the first half of 2026 to be between 9.2 billion and 11 billion yuan, representing a year-on-year increase of 62,204% to 74,394%. The performance change is mainly due to increased downstream demand and limited growth in global storage wafer capacity. The company ensures wafer supply and supports edge AI demand with self-developed chips and software architecture. -
Guotai Junan: Expected Net Profit Growth of 27% to 30% in First Half of 2026
On July 3, Guotai Junan announced that in the first half of 2026, it expects to achieve a net profit attributable to the parent company's owners of between RMB 20.003 billion and RMB 20.511 billion, an increase of 27% to 30% year-on-year; the net profit attributable to the parent company's owners, excluding non-recurring gains and losses, is expected to be between RMB 19.249 billion and RMB 19.757 billion, an increase of 164% to 171% year-on-year. -
Samsung Invests 60 Trillion Won in Physical AI Industry Cluster
On July 3, Samsung announced an investment of approximately 60 trillion won in the Yeongnam region of South Korea to establish production centers for humanoid robots, solid-state batteries, AI server packaging substrates, and high-value-added ships. This initiative aims to integrate artificial intelligence transformation (AX) and robotics with existing manufacturing, positioning the Yeongnam region as a global leader in physical AI innovation clusters. Samsung Electronics President and DX (Device Solutions) Head, Roh Tae-moon, attended a national briefing on the vision for advanced industry development in Yeongnam held at Gyeongsang National University in Jinju, South Gyeongsang Province. He stated, 'We will create 200,000 high-quality jobs in the Yeongnam region by concentrating investments in humanoid robots, AI data centers, and advanced manufacturing.' Following Roh's speech, Samsung released a press statement detailing the group-level investment plan centered around Gimhae, Ulsan, Busan, and Geoje.
Daily Must-Read
-
From User Journey to Consumption Loop: Understanding UniKey’s Product Logic and the Three Core Use Cases of KEY
-
From AI Router to Agent Economy Network: How UniKey Builds the Next Generation of AI Infrastructure
-
SuperStrike: As AI Takes Over Financial Decision-Making, A New Era of Wealth Creation Begins
-
The largest IPO in history! Panoramic analysis of SpaceX's IPO: trillion dollar valuation, track change, and Musk's trillion dollar net worth
-
The 90 trillion yuan track is officially legalized: the United States opens up perpetual contracts on the blockchain, and encrypted finance completely rewrites the global trading landscape
-
PayStill Enters the Pure PAYS Era: A Value Aggregator Embarking on a New Growth Cycle
All Comments