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SAIC Volkswagen is getting ready to fight head-to-head with the new players.

SAIC Volkswagen is getting ready to fight head-to-head with the new players.

``` Author | Chai Xuchen Editor | Zhou Zhiyu In the just concluded year of 2025, China's auto market went through a fierce reshuffling. New forces, joint ventures, and the BBAs have all experienced ups and downs and had their moments, leading to faster and more frequent industry changes. With domestic

Dalio warns: We are on the brink of a "capital war."

Dalio warns: We are on the brink of a "capital war."

``` Ray Dalio, founder of Bridgewater Associates, has warned that the world is on the brink of a "capital war" amid intensifying geopolitical tensions and increased volatility in capital markets. On February 3, according to CNBC, Dalio said in an interview at the World Government Summit in Dubai that

Bernstein: There is one reason to be bearish on crude oil, but ten reasons to be bullish.

Bernstein: There is one reason to be bearish on crude oil, but ten reasons to be bullish.

The current crude oil market is in an extremely divided state: consensus is extremely pessimistic, yet fundamentals are surging beneath the surface. Bernstein bluntly points out in its latest report that there is indeed a huge bearish rationale in the market right now—oversupply. Weak demand from China, the lifting

The “Liquidity Illusion” Behind the Boom: The Resonance of Canada’s New Regulations and Australia’s Rate Hikes, Liquidity in 2026 Is Not Unilaterally Loose

The “Liquidity Illusion” Behind the Boom: The Resonance of Canada’s New Regulations and Australia’s Rate Hikes, Liquidity in 2026 Is Not Unilaterally Loose

``` Abstract Recently, Canada's OSFI released new regulations regarding liquidity adequacy requirements for 2026, a decision that starkly contrasts with the prevailing market expectation of “policy easing and rate cuts.” Taking this as a starting point, and considering factors such as the latest rate hike by the Reserve Bank

Price increase of 10%! Samsung foundry considers raising prices for 4nm and 8nm processes

Price increase of 10%! Samsung foundry considers raising prices for 4nm and 8nm processes

Samsung Electronics’ wafer foundry division is planning to adjust its pricing strategy, proposing price increases for select mature process technologies to address capacity constraints and improve profitability. This move signals that, with yields stabilizing and demand concentrating, Samsung is attempting to reshape its pricing structure in the foundry market. According

A Wake-Up Call: Nvidia’s Reappraisal of OpenAI—Why Microsoft Should Be the Most Concerned

A Wake-Up Call: Nvidia’s Reappraisal of OpenAI—Why Microsoft Should Be the Most Concerned

Nvidia, OpenAI, and Microsoft form an AI collaboration chain, which is showing signs of loosening due to differences in "execution" and "business discipline." On Wednesday, Bloomberg technology writer Parmy Olson stated in her latest column that Jensen Huang’s hesitation towards OpenAI is not just a

Will Walsh trigger the next financial crisis?

Will Walsh trigger the next financial crisis?

Martin Wolf, chief economics commentator at the UK’s Financial Times, has just published a highly cautionary article focusing on Kevin Warsh, who may soon take the helm of the US Federal Reserve. The headline bluntly asks: What exactly are we seeing when we interpret the "Warsh era Fed&