All-Weather Media

Admin

Bank of America Asia Fund Manager Survey: India falls out of favor, China’s narrative reverses, semiconductors are still “the brightest star in the class”

Bank of America Asia Fund Manager Survey: India falls out of favor, China’s narrative reverses, semiconductors are still “the brightest star in the class”

Bank of America's latest Asia fund manager survey shows that regional market sentiment is undergoing significant reconstruction. Japan has been the most favored market by investors for the 27th consecutive month, while India has shifted from a slight overweight last month to a slight underweight. The long-term structural

BAIC BluePark's Dilemma in Turning Things Around

BAIC BluePark's Dilemma in Turning Things Around

``` Author | Wang Xiaojuan Editor | Zhou Zhiyu BAIC BluePark's 2025 report card presents a complex picture of “coexisting growth and losses.” On January 19, BAIC BluePark announced an earnings pre-loss notice, showing an estimated net loss attributable to shareholders of between 4.35 billion and 4.65 billion yuan

Japanese Finance Minister: Plans to invest over $330 billion in artificial intelligence and chip sectors

Japanese Finance Minister: Plans to invest over $330 billion in artificial intelligence and chip sectors

On January 20, the Japanese Minister of Finance stated that domestic optimism about ongoing structural changes is "growing day by day," and the economy is shifting towards a "growth-oriented direction." He emphasized that the government's budget reliance on debt is decreasing, and efforts will

Fee and commission income surged by 30%, Bank of Ningbo "previews" 2025 annual performance

Fee and commission income surged by 30%, Bank of Ningbo "previews" 2025 annual performance

``` One of the leading city commercial banks, Bank of Ningbo, released its 2025 annual performance express report on the evening of January 20. The report shows that in 2025, amidst a complex and changing global economic situation and deepening domestic economic transformation and upgrading, Bank of Ningbo achieved solid results

Report: Samsung's US plant to start EUV trial production in March, plans mass production of Tesla AI chips in the second half of the year

Report: Samsung's US plant to start EUV trial production in March, plans mass production of Tesla AI chips in the second half of the year

``` Samsung Electronics' first wafer fab in the United States is accelerating its progress towards mass production, with plans to launch trial runs of extreme ultraviolet (EUV) lithography equipment in March this year, making advance preparations for mass production of Tesla's AI5 and AI6 autonomous driving chips. According

Under the banner of Huaxia, Apple’s target price was lowered: Chip price increases may cause gross margin to fall by 100 basis points this year.

Under the banner of Huaxia, Apple’s target price was lowered: Chip price increases may cause gross margin to fall by 100 basis points this year.

Citibank’s latest report has lowered Apple’s target price from $330 to $315 per share. The report points out that surging storage prices will directly squeeze Apple’s profit margins, and its gross margin in 2026 is expected to face significant downward pressure. According to ZF Trading Desk, the

“No one dares to catch the flying knife”! The concern in Japan’s bond market is: Where will the money come from for the 5 trillion yen consumption tax reduction?

“No one dares to catch the flying knife”! The concern in Japan’s bond market is: Where will the money come from for the 5 trillion yen consumption tax reduction?

As Japan’s general election approaches, concerns about the collapse of fiscal discipline are rapidly spreading in the Japanese bond market. Investors are showing extreme caution in the face of potentially massive, unfunded tax cut promises. According to Xinhua News Agency, Japanese Prime Minister Sanae Takaichi stated at a press