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"New Federal Reserve News Agency": September employment report does not help resolve internal Fed disagreements

"New Federal Reserve News Agency": September employment report does not help resolve internal Fed disagreements

On Thursday, well-known financial journalist Nick Timiraos, known as the “New Fed Correspondent,” wrote that the September non-farm payroll report is unlikely to help the Federal Reserve reach a consensus on whether to pause rate cuts next month. Timiraos pointed out that Fed Chair Jerome Powell initiated rate cuts with

Contrarian moves! U.S. stock executives' "bottom-fishing" pace hits highest since May, signaling bullish sentiment.

Contrarian moves! U.S. stock executives' "bottom-fishing" pace hits highest since May, signaling bullish sentiment.

``` As U.S. stocks face the most significant pullback since April, company insiders are actively increasing their holdings of their own stocks. According to media reports, the pace at which executives have bought shares of their own companies in the past 30 days has reached a new high since May.

Goldman Sachs raises the target price of InnoLight to 762: 800G revenue expected to double next year, 1.6T technology iteration likely to bring a new growth cycle.

Goldman Sachs raises the target price of InnoLight to 762: 800G revenue expected to double next year, 1.6T technology iteration likely to bring a new growth cycle.

Goldman Sachs has shown strong confidence in the growth prospects of Zhongji Xuchuang. On November 20, according to Chasewind Trading Desk, Goldman Sachs stated in its latest research report that it has significantly raised Zhongji Xuchuang’s target price by 62% to RMB 762 and maintained its "Buy"

Initial jobless claims in the U.S. for the week ending November 15 were 220,000, lower than the expected 227,000.

Initial jobless claims in the U.S. for the week ending November 15 were 220,000, lower than the expected 227,000.

``` In the week ending November 15 in the United States, the number of initial jobless claims was 220,000, compared to the expected 227,000. Meanwhile, as an indicator measuring the total number of people continuously receiving unemployment benefits, the number of continuing claims was 1.974 million, slightly higher

Learning from history, how much does a memory price increase affect the mobile phone industry?

Learning from history, how much does a memory price increase affect the mobile phone industry?

A storm in the memory supply chain, ignited by AI demand, is sweeping through the global mobile phone industry. According to Zhuifeng Trading Desk, Bernstein's latest report shows that a price increase cycle for memory chips driven by strong AI demand has arrived: **In Q4 2025, mobile DRAM

Latest statement from Vanke's Chairman

Latest statement from Vanke's Chairman

``` Author | Zhou Zhiyu Editor | Zhang Xiaoling A grim Q3 report made Vanke’s first extraordinary shareholders’ meeting of 2025, held on November 20, rather solemn. Just half a month earlier, Vanke disclosed data showing a net loss attributable to shareholders of over 16 billion yuan for the third quarter alone.

After analyzing OpenAI’s AI requirements, Barclays concluded that the AI capital expenditure cycle will continue, and a technological breakthrough may trigger a surge in computing power demand in 2027/2028.

After analyzing OpenAI’s AI requirements, Barclays concluded that the AI capital expenditure cycle will continue, and a technological breakthrough may trigger a surge in computing power demand in 2027/2028.

According to the latest Barclays research report, OpenAI's revenue performance has significantly exceeded its internal expectations, indicating that AI demand is rapidly increasing and the large-scale capital expenditure cycle will not end in the short term. As long as OpenAI can maintain its current strong growth momentum, the