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Reports say software stocks face huge exposure, with US PE firms experiencing a new round of sell-offs.

Reports say software stocks face huge exposure, with US PE firms experiencing a new round of sell-offs.

AI’s disruption panic in the traditional software business model is spreading from the stock market to the opaque private equity market. On February 3rd local time, as Goldman Sachs and Barclays consecutively released reports revealing huge risks in the software industry, publicly-listed private equity (PE) and business development companies

Micron is "making great strides," but "the shadow of history" is beginning to loom.

Micron is "making great strides," but "the shadow of history" is beginning to loom.

Micron Technology's stock price has set an extreme technical indicator record, with the current price's deviation from its long-term trend line surpassing peak levels seen during the dot-com bubble and the Windows 95 craze. Historical data shows that this signal often precedes a major pullback. Micron

The storage supercycle faces a test, volatility in Korean stocks hits a “new high,” and hedging costs soar.

The storage supercycle faces a test, volatility in Korean stocks hits a “new high,” and hedging costs soar.

``` After experiencing the strongest rally at the start of the year globally, investors are now hedging against volatility risks in the South Korean stock market. On Monday, the South Korean stock market suffered its largest decline since April, with the KOSPI Index dropping more than 5%. At the same time,

Silicon Valley and the crypto world are pouring in huge sums, record-breaking fundraising before Trump’s election.

Silicon Valley and the crypto world are pouring in huge sums, record-breaking fundraising before Trump’s election.

Trump and his allies raised a total of $429 million in 2025, building an unprecedented “war chest” as the midterm elections approach. Most notably, the political action committee (PAC) controlled by Trump’s allies—Maga Inc (“Make America Great Again”)—currently holds $304 million in cash, far exceeding any other

Mining company CEO: With gold enjoying tailwinds, high prices will continue

Mining company CEO: With gold enjoying tailwinds, high prices will continue

``` After gold and silver experienced significant strength last year, the buying power behind them is no longer driven by a single source of capital, but rather by the combined effects of multiple macro and industry forces, making a short-term reversal unlikely. The high prices for precious metals may persist and

Interest Rate “Siege”! Insurance sets a record with over 4.3 trillion yuan in annual “cash absorption”—which types of insurance attract the most money?

Interest Rate “Siege”! Insurance sets a record with over 4.3 trillion yuan in annual “cash absorption”—which types of insurance attract the most money?

``` 2025 has come to a close, and the asset changes in China's insurance industry have drawn attention and reflection. According to the latest official data: In the full year of 2025, Chinese life insurance companies achieved original insurance premium income exceeding 4.36 trillion yuan, a historic high.

In response to the depreciation of the US dollar, the European and British central banks may hold steady this week.

In response to the depreciation of the US dollar, the European and British central banks may hold steady this week.

The European Central Bank and the Bank of England are assessing the impact of a weaker dollar and a surge in cheap imported goods on the inflation outlook, and may hold key interest rates unchanged this week. According to WallstreetCN, on Thursday, February 5th, the European Central Bank and the