All-Weather Media

Admin

AI giants "must buy"; manufacturers hold the greatest pricing power! Morgan Stanley: This round of the memory "supercycle" will far exceed historical peaks.

AI giants "must buy"; manufacturers hold the greatest pricing power! Morgan Stanley: This round of the memory "supercycle" will far exceed historical peaks.

Morgan Stanley believes that a new AI-driven "super cycle" for memory has already arrived, with its intensity and logic fundamentally different from any previous cycles. According to Wind Trading Desk, Morgan Stanley stated in its latest report that DRAM prices are breaking historic highs, ushering in an unprecedented

Liquidating Nvidia shakes the market—this is the second time Masayoshi Son has done this.

Liquidating Nvidia shakes the market—this is the second time Masayoshi Son has done this.

``` Tuesday’s earnings report shows that SoftBank founder Masayoshi Son has once again made a headline-grabbing all-in gamble. The billionaire, famous for his extreme investment style, has completely sold off SoftBank’s $5.8 billion stake in Nvidia, redirecting funds toward the AI sector—including plans to invest $30 billion

The U.S. government shutdown is about to end, and Morgan Stanley has formulated a data release schedule.

The U.S. government shutdown is about to end, and Morgan Stanley has formulated a data release schedule.

As the U.S. government shutdown nears its end, market focus is shifting from the political deadlock to the release schedule of the backlog of economic data and its impact on the Fed's December rate decision. According to news from the Chase Wind Trading Desk, Morgan Stanley, in

The U.S. government is about to reopen, September nonfarm payrolls might be released as early as Friday, October nonfarm payrolls may be "gone", but Goldman Sachs expects it to be "the worst since December 2020".

The U.S. government is about to reopen, September nonfarm payrolls might be released as early as Friday, October nonfarm payrolls may be "gone", but Goldman Sachs expects it to be "the worst since December 2020".

``` ★Final day countdown｜Jianwen 11.11 event, all-member products at the lowest price of the year! 26-year Alpha new products fully launched!>> As the US government is expected to end its record-breaking shutdown this week, investors are about to face rapidly cooling labor data, with Goldman Sachs predicting

The only Asian giant with a market value exceeding one trillion dollars! Institutions forced to “underweight” TSMC

The only Asian giant with a market value exceeding one trillion dollars! Institutions forced to “underweight” TSMC

Since the beginning of this year, TSMC’s share price in Taipei, Taiwan has soared by 36%. This surge has pushed its weighting in the Taiwan Weighted Index to nearly 43%, and its weighting in the MSCI Emerging Markets Index and the MSCI Asia Pacific (excluding Japan) Index has also

The Indian military remains on high alert, while Pakistan claims to be "in a state of war." A bombing in the capital has intensified tensions between India and Pakistan.

The Indian military remains on high alert, while Pakistan claims to be "in a state of war." A bombing in the capital has intensified tensions between India and Pakistan.

``` On the afternoon of the 10th local time, a car explosion occurred near the historic Red Fort in New Delhi, the capital of India, resulting in at least 13 deaths and 20 injuries. As of the evening of the 11th, the cause of the explosion had not yet been announced,

The brand-new configuration theory "Holistic Investment Portfolio" is on the rise! It is impacting the most conservative and most important institutions: sovereign funds and pension funds.

A profound transformation is quietly unfolding in the traditionally stable world of sovereign wealth funds and public pensions, as an investment philosophy known as the “Total Portfolio Approach” (TPA) rises and may rewrite the management rules for trillions of dollars in assets. This new approach discards traditional asset class boundaries