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Goldman Sachs partner: The market has shifted from fear to greed mode, but risks are building up.

Goldman Sachs partner: The market has shifted from fear to greed mode, but risks are building up.

``` Greed is overshadowing fear—at least for now. The current state of global stock markets is difficult to describe in any other way. Inflation, interest rates, oil prices, Middle East tensions, fiscal deficits, employment data... All the worries that once weighed on the markets seem to have collectively vanished. In

"The Essence and Systemic Secrets of A-Shares" -- China Merchants Securities has "figured it out"

"The Essence and Systemic Secrets of A-Shares" -- China Merchants Securities has "figured it out"

``` If you only focus on performance and indices, the A-share market is sometimes hard to explain. Profits haven’t immediately improved, but the market rises first; macro data looks fine, but stock prices may not buy it. The real question is: What future is the market willing to price in

The three major A-share indexes fluctuated and declined, while chip and semiconductor stocks rose against the trend. The Hang Seng Index and Hang Seng Tech Index both fell by more than 1%, and tech internet stocks generally dropped.

The three major A-share indexes fluctuated and declined, while chip and semiconductor stocks rose against the trend. The Hang Seng Index and Hang Seng Tech Index both fell by more than 1%, and tech internet stocks generally dropped.

``` On June 4, A-shares fluctuated and declined. The three major indexes fell collectively at the opening, with the ChiNext Index down 1%. The chip and semiconductor sectors were active, with memory, semiconductor materials, and semiconductor equipment leading the gains, while non-ferrous metals and the new energy battery industry chain collectively

Central bank governor "hints": Is a rate hike in Japan this month "already a done deal"?

Central bank governor "hints": Is a rate hike in Japan this month "already a done deal"?

The speech by Bank of Japan Governor Kazuo Ueda yesterday further pushed market pricing to focus on a rate hike in June. The core signal is that the central bank is now clearly weighing the risks of rising inflation, rather than just emphasizing economic downside risks. On Wednesday, in his

WWDC Preview: Siri to Be Completely Redesigned, Standalone App + Powered by Gemini, Apple's AI Moment Approaching

WWDC Preview: Siri to Be Completely Redesigned, Standalone App + Powered by Gemini, Apple's AI Moment Approaching

``` Apple may completely remake Siri from the ground up. Apple's annual Worldwide Developers Conference (WWDC) will open on June 8. This time, what the public is watching for isn't a specific new feature, but whether Apple can deliver on its AI promises made in 2024. According

After a major sell-off in March, global central banks resumed gold purchases in April, with the central banks of Poland and China being the largest buyers.

After a major sell-off in March, global central banks resumed gold purchases in April, with the central banks of Poland and China being the largest buyers.

``` After a large-scale sell-off in March, global central banks returned to the gold buying camp in April, but the overall pace of gold purchases remains far below last year’s level, and the outlook for gold prices is still under pressure. According to the latest data from the World Gold

CrowdStrike and Palo Alto Networks plummet after earnings reports; cybersecurity stocks pour cold water on the “software stock rebound.”

CrowdStrike and Palo Alto Networks plummet after earnings reports; cybersecurity stocks pour cold water on the “software stock rebound.”

``` Despite delivering financial results that exceeded Wall Street expectations, cybersecurity giants CrowdStrike and Palo Alto Networks still suffered sharp share price drops on the latest trading day. This has poured cold water on the recent strong rebound in the software and cybersecurity sector. In after-hours trading on Wednesday, CrowdStrike’s