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Nuclear power revival + concentrated supply: Has uranium reached the starting point of a decade-long bull market?

Nuclear power revival + concentrated supply: Has uranium reached the starting point of a decade-long bull market?

Driven by the global wave of energy transition and decarbonization, a “nuclear renaissance” is brewing. According to Chase Wind Trading Desk, a UBS report published on November 24th titled “Uranium 101: Fueling the Nuclear Renaissance” shows that uranium, as a key fuel for nuclear energy, is at a crucial turning

Performance rivals Blackwell, energy efficiency crushes GPUs: an in-depth analysis of Google TPU's "real combat power"

Performance rivals Blackwell, energy efficiency crushes GPUs: an in-depth analysis of Google TPU's "real combat power"

In the field of AI computing power, Nvidia seems to be the unrivaled hegemon. But away from the spotlight, tech giant Google is quietly redefining the rules of the AI chip war in a way that is both discreet and highly disruptive. This trump card is Google’s self-developed TPU

Morgan Stanley is bullish on the yen against the trend: If the Fed continues to cut rates, it could rise to the 140 level in the coming months.

Morgan Stanley is bullish on the yen against the trend: If the Fed continues to cut rates, it could rise to the 140 level in the coming months.

``` Morgan Stanley strategists predict that as signs of a U.S. economic slowdown become increasingly apparent, if the Federal Reserve implements consecutive interest rate cuts in this context, the yen may appreciate by nearly 10% against the U.S. dollar in the coming months. The firm pointed out that the

OpenAI's "AI hardware" is coming! Altman: More peaceful and serene than the iPhone

OpenAI's "AI hardware" is coming! Altman: More peaceful and serene than the iPhone

OpenAI CEO Sam Altman described the company’s upcoming AI hardware device as a product "more peaceful and tranquil than the iPhone." This device is being co-developed by OpenAI and Apple’s former chief designer Jony Ive, and is currently still at the prototype stage, with release expected

Supply tightening combined with rising expectations of a Fed rate cut push London copper spot premium to a five-week high.

Supply tightening combined with rising expectations of a Fed rate cut push London copper spot premium to a five-week high.

``` Supported by tighter spot supply and strengthened market expectations of a Fed rate cut next month, copper prices rose, highlighting the combined influence of macroeconomic outlook and real supply-demand fundamentals. The main catalyst for market optimism was the latest remarks from Federal Reserve officials. Fed Governor Christopher Waller advocated for

JD Industrial IPO imminent, Richard Liu’s “supply chain empire” gains another piece.

JD Industrial IPO imminent, Richard Liu’s “supply chain empire” gains another piece.

``` Author | Wang Xiaojuan Editor | Huang Yu Liu Qiangdong’s capital puzzle is about to have the key piece of the industrial supply chain added. Recently, the official website of the Hong Kong Stock Exchange revealed that JD Industrial Co., Ltd. has officially passed the listing hearing. This marks the fourth

Morgan Stanley: Two-thirds of large-cap stocks have already pulled back by nearly 10%; the correction in US stocks is "nearing its end."

Morgan Stanley: Two-thirds of large-cap stocks have already pulled back by nearly 10%; the correction in US stocks is "nearing its end."

Morgan Stanley believes that short-term volatility in U.S. stocks caused by Fed monetary policy and liquidity tightening actually provides an opportunity for bulls to increase their positions. According to Chase The Wind Trading Desk, on November 24th, Morgan Stanley's Michael J Wilson research team pointed out in