All-Weather Media

Admin

Growth overestimated by 800,000? U.S. employment statistics face a major revision for the second consecutive year.

Growth overestimated by 800,000? U.S. employment statistics face a major revision for the second consecutive year.

``` Annual employment growth in the U.S. as of March this year may be far less robust than official data currently shows. Economists from several institutions predict that the benchmark revision soon to be released by the U.S. Bureau of Labor Statistics (BLS) may slash the number of jobs

How to "spend" 100 billion?

How to "spend" 100 billion?

``` 100 billion. In the history of China’s A-shares, this is a “major threshold.” In 2021, several of the most influential fund managers in China tried to manage assets of this scale but “failed to succeed.” In the following four years, except for passive index replication, active equity fund managers

Under the banner, Broadcom's TPU poses a substantial threat to GPUs: Nvidia target price lowered.

Under the banner, Broadcom's TPU poses a substantial threat to GPUs: Nvidia target price lowered.

``` According to news from the Chasing Wind Trading Desk, Broadcom's deepening cooperation with major tech companies in the field of AI chips is posing a substantial threat to Nvidia's GPU business. Citi analysts have lowered Nvidia's target price to $200 due to intensified TPU

Goldman Sachs: U.S. stock rally will extend to small-cap stocks

Goldman Sachs: U.S. stock rally will extend to small-cap stocks

``` Strategists at Goldman Sachs said that, against a backdrop of resilient economic outlook, previously lagging small-cap stocks are set to catch up, further fueling the rally in the record-breaking U.S. stock market. The strategist team led by David Kostin recently pointed out that the U.S. stock market rally

The electric vehicle supply chain faces new uncertainties as U.S. enforcement actions raise concerns among Korean companies, and LG Energy may delay the launch of its battery factory.

The electric vehicle supply chain faces new uncertainties as U.S. enforcement actions raise concerns among Korean companies, and LG Energy may delay the launch of its battery factory.

``` A large-scale U.S. immigration enforcement operation is impacting the U.S. investment plans of major South Korean companies, raising concerns about the future prospects of South Korean investments in the United States. According to a Global Times report on Monday, U.S. federal law enforcement agencies conducted a raid

Expectations of fiscal expansion rise as Shigeru Ishiba resigns, triggering a plunge in Japanese long-term government bonds and sending the 30-year bond yield soaring to a historic high.

Expectations of fiscal expansion rise as Shigeru Ishiba resigns, triggering a plunge in Japanese long-term government bonds and sending the 30-year bond yield soaring to a historic high.

``` The sudden resignation of Japanese Prime Minister Shigeru Ishiba has heightened market expectations that the country's fiscal discipline may be relaxed, triggering a sharp sell-off of long-term Japanese government bonds. On Monday, prices of long-term Japanese government bonds plunged, pushing yields higher. In particular, the yield on 30-year

China’s imports of major commodities saw a seasonal rebound in August, with comprehensive increases in crude oil, iron ore, and copper; rare earth import volume declined but value increased, and export value rose 51% month-on-month.

China’s imports of major commodities saw a seasonal rebound in August, with comprehensive increases in crude oil, iron ore, and copper; rare earth import volume declined but value increased, and export value rose 51% month-on-month.

``` China’s automobile exports in August surged 25% year-on-year, and rare earth export prices rose more than 51% month-on-month; imports of iron ore, crude oil, copper, and soybeans all increased in August. Iron ore imports broke through 105 million tons for the second time this year, soybean imports climbed to