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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/

``` 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

Negotiations didn’t reach an agreement, the battlefield didn’t see a ceasefire — this weekend, both fronts in the Middle East are tense. US-Iran ceasefire talks have entered the most stalemated stage. Both sides spent the entire weekend exchanging revised proposals, but according to media reports, it remains unclear whether

``` Berkshire Hathaway is defining its post-Buffett era investment style with real actions—trimming its position in Chevron at a high and instead making a bold $8.5 billion bet on the U.S. housing market. According to a Wall Street Journal report on the 31st, Berkshire agreed to acquire U.

The new Chairman of the Federal Reserve, Waller, is attempting to shift the central bank's policy anchor toward a more moderate alternative inflation indicator. This major underlying framework change has triggered market concerns that the Fed may repeat the mistakes of 2021 and again underestimate potential price pressures.

Morning Voice of Huajian Please upgrade to the latest version of the Jianwen app in order to successfully listen to the audio below. Market Overview Last Friday, * Dell triggered an AI trading frenzy, supporting the three major US stock indexes to reach new highs, S&P rose for nine