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``` Guest Teacher Introduction for this Column: Hello everyone, this is the first episode of our new column. Today, instead of discussing the ups and downs of a single market, we want to talk with you about two core questions: how to understand the current economic cycle, and how to capture

Oracle plunged 12% early Thursday, marking the biggest single-day drop since last December. The earnings report released the previous day showed its cloud infrastructure business (OCI) is accelerating, AI-related orders hit a record high, and remaining performance obligations (RPO) exceeded $638 billion. However, after the earnings release, the stock switched

``` The brief recovery of the software sector has come to an end, as the AI disruption threat continues to suppress valuations. According to Bloomberg, the iShares Expanded Tech-Software Sector ETF (IGV), which tracks software stocks, was driven by several strong earnings reports at the beginning of this month, gaining 16%

``` TSMC is facing ongoing tight capacity for advanced process manufacturing, with supply chain sources indicating that foundry prices may rise in the second half of the year, with 3nm process prices expected to increase by 15%. According to media reports, supply chain insiders revealed that TSMC plans to moderately adjust

``` Author | Zhou Zhiyu For the past three years, range extenders have been the least disputed answer in China's car market. Li Auto climbed to the top of new energy sales with range extenders, AITO relied on them for a comeback. By 2025, even the staunchest pure EV players

``` Japanese Prime Minister Sanae Takaichi announced that in July, 100% of Japan's nationwide crude oil imports will come from alternative sources outside the Strait of Hormuz, and stated that stable supply has been secured until March 2028. This marks a significant breakthrough in Japan's energy diversification