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US Treasury investors should start paying attention to French bonds! Strategists warn: Budget disputes are back in focus, and investors need to be highly vigilant about the risk of transmission from Europe.

US Treasury investors should start paying attention to French bonds! Strategists warn: Budget disputes are back in focus, and investors need to be highly vigilant about the risk of transmission from Europe.

France's budget crisis has escalated again, with sovereign debt risk becoming a key focus of the market. As French bond spreads continue to widen, investor concerns about the country's fiscal sustainability are intensifying. Bloomberg macro strategist Simon White points out that while France's debt

Has the halo of AI faded? Alphabet's market value evaporated by $692 billion in three months, and investors are beginning to question the future of AI.

Has the halo of AI faded? Alphabet's market value evaporated by $692 billion in three months, and investors are beginning to question the future of AI.

Google, which was the star of the big tech stocks over the past year, is now facing a severe test as its AI narrative falters. Since hitting an all-time high on May 13th of this year, Alphabet's stock price has fallen by 15% , wiping out $692 billion in

Black Sea grain exports hampered, wheat futures surge to three-year high

Black Sea grain exports hampered, wheat futures surge to three-year high

The situation in the Black Sea continues to deteriorate, and the global wheat market is experiencing its most severe price shock since the full-scale outbreak of the Russia-Ukraine war. Chicago wheat futures settled at $7.55 a bushel on Thursday, up 0.9%, marking the highest closing price since July

What does the "niche market" for gold mean? Goldman Sachs: For every 0.01% increase in buying volume, the price of gold rises by 1.4%.

What does the "niche market" for gold mean? Goldman Sachs: For every 0.01% increase in buying volume, the price of gold rises by 1.4%.

Despite its massive size, the gold market remains a niche asset in the portfolios of Western investors—a characteristic that is the fundamental reason why gold prices are highly sensitive to capital inflows. Goldman Sachs analysis shows that in December of last year, gold ETFs accounted for only 0.17%

Yili and Mengniu have emerged from their revenue slump, and a turning point for the industry is brewing.

Yili and Mengniu have emerged from their revenue slump, and a turning point for the industry is brewing.

After years of pressure on demand and price competition, the dairy industry is seeing clearer signs of recovery in revenue for companies like Yili and Mengniu. On August 26, the two companies released their interim results for 2026. In the first half of the year, Yili achieved operating revenue of

Debunking the "SaaS doomsday theory"! Salesforce's earnings report exceeded expectations, causing its stock to surge 10% in pre-market trading, and institutions significantly raised their target prices.

Debunking the "SaaS doomsday theory"! Salesforce's earnings report exceeded expectations, causing its stock to surge 10% in pre-market trading, and institutions significantly raised their target prices.

With better-than-expected earnings and a forward-looking AI alliance, Salesforce has powerfully shattered Wall Street's pessimistic narrative of a "SaaS pocalypse," re-establishing the growth anchor and pricing power of enterprise software giants in the AI era. The company's newly released second-quarter results and third-quarter guidance

Iran's diplomatic efforts in Oman are showing initial success, with traffic in the Strait of Hormuz quietly recovering to 75% of pre-war levels.

Iran's diplomatic efforts in Oman are showing initial success, with traffic in the Strait of Hormuz quietly recovering to 75% of pre-war levels.

Oil flows through the Strait of Hormuz are quietly picking up, and the optimism brought about by diplomatic efforts is eroding the oil price premium that had previously accumulated due to the risk of war. Brent crude futures fell to an intraday low of $86.22 a barrel on Thursday