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The 30-year US Treasury yield breaks 5% again, marking the end of the era when “everything was cheap.”

The 30-year US Treasury yield breaks 5% again, marking the end of the era when “everything was cheap.”

``` The yield on 30-year U.S. Treasury bonds has recently broken above 5% again. Rana Foroohar, a columnist for the Financial Times, pointed out that unlike in 2023, when the yield briefly rose above 5% before quickly falling back, this time the market’s reaction is distinctly different — investors seem

OpenAI officially establishes a robotics team, entering the physical world of AI.

OpenAI officially establishes a robotics team, entering the physical world of AI.

OpenAI no longer just wants AI to exist on screens—it wants robots to enter the real world. On June 1, OpenAI co-founder Greg Brockman announced on X that the “OpenAI Robotics” team is advancing rapidly, aiming to “build AI that can help humans in the physical world” and is

U.S. bond traders are betting on a Fed rate hike, with May’s nonfarm payrolls set to be a key test.

U.S. bond traders are betting on a Fed rate hike, with May’s nonfarm payrolls set to be a key test.

``` The bond market is pricing in a shift in Federal Reserve policy, and the May nonfarm payrolls report released this Friday will be a crucial test for whether this bet can hold. Aside from the situation in the Middle East, employment data is the biggest focus for markets this week.

A-shares fluctuated and rose, AI application concepts were active, computing hardware adjusted, the Hang Seng Tech Index surged over 2%, Lenovo hit a new high again, and Pop Mart jumped 7%.

A-shares fluctuated and rose, AI application concepts were active, computing hardware adjusted, the Hang Seng Tech Index surged over 2%, Lenovo hit a new high again, and Pop Mart jumped 7%.

``` On June 1, A-shares fluctuated and rose. The three major stock indexes edged up at the opening, and the ChiNext index once rose 1%. AI application concept stocks were active, operating systems surged, coal, chemical and other sectors rose, computing hardware adjusted, and optical communication and optical module sectors declined.

Dell soars, Morgan Stanley admits mistake: Was too conservative about the hardware cycle.

Dell soars, Morgan Stanley admits mistake: Was too conservative about the hardware cycle.

A quarterly earnings report from Dell Technologies that far exceeded expectations is forcing Wall Street to reconsider the entire pricing logic of the enterprise hardware industry. After the market closed on May 28, Dell released its Q1 earnings report: revenue was $43.8 billion, exceeding analysts’ most optimistic expectations by

Goldman Sachs also supports "storage PE valuation," raising the target prices for the three giants SK Hynix, Samsung, and Kioxia.

Goldman Sachs also supports "storage PE valuation," raising the target prices for the three giants SK Hynix, Samsung, and Kioxia.

The global storage chip industry is undergoing a historic paradigm shift: it is transforming from a traditional “boom and bust” cyclical commodity into a highly predictable strategic resource for AI infrastructure. The most crucial impact is the complete overturn of the valuation framework—an evolution from the traditional price-to-book (P/

Oil prices have fallen but gold hasn't risen; the market is starting to worry about a new problem.

Oil prices have fallen but gold hasn't risen; the market is starting to worry about a new problem.

``` Falling oil prices should have been positive for gold, but this time gold did not rise—the market is digesting a trickier new logic. According to information from the Wind Chasing Trading Desk, on May 29, Deutsche Bank Singapore released a precious metals research report. Analyst Michael Hsueh pointed out