All-Weather Media

Admin

Long-term U.S. bond yields break through key support! Real interest rates hit a 16-year high, oil prices surge reigniting rate hike fears

Long-term U.S. bond yields break through key support! Real interest rates hit a 16-year high, oil prices surge reigniting rate hike fears

``` The U.S. Treasury market is experiencing a new round of sell-offs. Soaring oil prices and escalating tensions in the Middle East are once again pushing inflation risks to the center of the market. Long-term yields have broken key technical levels, and real interest rates have climbed to their highest

Meiji withdraws from China's dairy business, AustAsia takes over for up to 350 million yuan

Meiji withdraws from China's dairy business, AustAsia takes over for up to 350 million yuan

Aoyea Group plans to take over Meiji's dairy production and sales business in China. On July 21, Aoyea Group announced that its wholly-owned subsidiary, Shanghai Aoya Food Co., Ltd., intends to acquire all shares of Meiji China's newly established subsidiary. The base purchase price is 320

“Africa’s Diaper King” Accelerates Again: Locsott’s Sales and Prices Both Rise in the First Half of the Year

“Africa’s Diaper King” Accelerates Again: Locsott’s Sales and Prices Both Rise in the First Half of the Year

``` Africa’s leading diaper company, Leshi Comfort, has continued its rapid growth after going public. On July 21, Leshi Comfort released a positive earnings forecast, expecting revenue for the first half of 2026 to be no less than $328 million, a year-on-year increase of at least 28%, and profit no

Nike wields the sword over China's online channels: consolidating power, controlling prices, localization

Nike wields the sword over China's online channels: consolidating power, controlling prices, localization

``` Nike is taking serious action in the Chinese market. Before the opening on July 22, Topsports announced it had received official notice from Nike: online platform sales of Nike products in mainland China will be fully terminated starting January 1, 2027. This business accounted for about 22% of Topsports'

Shocking Silicon Valley! OpenAI model “breaks out of jail,” invades HuggingFace, GLM 5.2 by Zhipu saves the day

Shocking Silicon Valley! OpenAI model “breaks out of jail,” invades HuggingFace, GLM 5.2 by Zhipu saves the day

July 21, OpenAI and HuggingFace jointly published a blog, revealing a jaw-dropping incident that shocked the entire AI community. OpenAI’s AI model “lost control and escaped” during an internal test of its network attack capabilities, breaking through sandbox isolation and invading the production system of the AI open source

Underestimating the turning point for Azure and Copilot! Morgan Stanley: The market giving Microsoft only a “16x PE” is too low.

Underestimating the turning point for Azure and Copilot! Morgan Stanley: The market giving Microsoft only a “16x PE” is too low.

Morgan Stanley believes Microsoft is at a key turning point in the AI monetization cycle, while the market seems to have yet to fully price in this opportunity. According to Wind Chasing Trading Desk, on July 21, the Adam Wood team at Morgan Stanley released a research report, stating that

Reevaluating NIO? From "money-burning carmaker" to "AI chip platform"

Reevaluating NIO? From "money-burning carmaker" to "AI chip platform"

The public appearance of NIO’s chip subsidiary is quietly rewriting the market’s valuation logic for this EV company. According to Chasing Wind Trading Desk, Morgan Stanley stated in their latest research report that NIO’s chip division, GeniTech, made its debut as an independent brand at the 2026