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Dialogue with PhotonLeap CEO Yuan Qian: AI rewrites the imaging war, how will PhotonLeap break through?

Dialogue with PhotonLeap CEO Yuan Qian: AI rewrites the imaging war, how will PhotonLeap break through?

``` Author | Huang Yu Over the past decade or so, the imaging industry has experienced two major revolutions. The first was the smartphone, which used computational photography to reshape the traditional camera industry. The second was handheld gimbal cameras, action cameras, and drones, bringing Chinese companies like DJI and Insta360 to

The lethality of a second blockade of Hormuz might be even greater?

The lethality of a second blockade of Hormuz might be even greater?

``` Since mid-July 2026, the US-Iran conflict has escalated again, with the Strait of Hormuz experiencing a second blockade and Brent crude prices quickly approaching the $100/barrel mark. Huatai Securities believes that, unlike the first blockade from March to May this year, the global energy market's "buffer&

It's not AI, nor war—what US stocks should be most worried about is Japan.

It's not AI, nor war—what US stocks should be most worried about is Japan.

``` Global markets are underestimating a potential systemic risk—Japan. As the yen falls to multi-decade lows and domestic assets gain appeal, the world's largest pension fund is facing policy pressure to reallocate assets back to Japan. Once this process begins, U.S. stocks, bonds, and the dollar may

Oriental Selection expects net profit to exceed 500 million yuan in fiscal year 2026, with self-operated products accelerating expansion into offline channels.

Oriental Selection expects net profit to exceed 500 million yuan in fiscal year 2026, with self-operated products accelerating expansion into offline channels.

The recovery in performance for Oriental Selection is ongoing, with income expansion accelerating further in the second half of the fiscal year. On July 23, Oriental Selection issued a positive earnings forecast. The company expects that for the fiscal year ending May 31, 2026, it will achieve revenue of 5.

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Beyond the Technology M Peak: Two Golden Rules
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``` Beyond the Technology M Peak: Two Golden Rules ```

``` As the AI technology sector undergoes a major adjustment, Guotou Securities' strategy team proposes two "golden rules" tested through actual combat, providing investors with a framework to grasp the rhythm in the industrial wave. With the disclosure of public fund reports in Q2 2026, institutions have reached

Kicked out by SK Hynix! "Korean Chip Bear Specialist" Morgan Stanley is struggling to survive in South Korea

Kicked out by SK Hynix! "Korean Chip Bear Specialist" Morgan Stanley is struggling to survive in South Korea

``` Today, the Korean stock market fell into the “ICU” again. SK Hynix and Samsung Electronics both fell over 7% intraday, and the Seoul Composite Index dropped more than 6% at one point, triggering a circuit breaker. According to media reports, the trigger for the plunge was related to the "

Gold price declines unleash demand, Chow Tai Fook's growth shifts back towards priced gold.

Gold price declines unleash demand, Chow Tai Fook's growth shifts back towards priced gold.

In the second quarter, gold prices fell from their highs, creating a rare consumer window for Chow Tai Fook. On July 23, Chow Tai Fook Jewellery Group released unaudited operational data for the three months ending June 30, 2026, which is the first quarter of the 2027 fiscal year. During