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War ignites inflation, and Walsh faces his first challenge: how to "hold back the hawks"?

War ignites inflation, and Walsh faces his first challenge: how to "hold back the hawks"?

``` The new Fed Chairman, Walsh, faces a stern test at the start of his term. This policy maker, who once gained trust with a clear “rate-cut roadmap,” is now confronted with an entirely opposite scenario—how to curb rising market bets on rate hikes at a time when inflation has

Alipay envisions an era moving toward agents.

Alipay envisions an era moving toward agents.

In the internet era, Alipay, which "builds roads and bridges," is now coming to clear the bottlenecks of the AI era. On May 26th, Alipay entered the booming intelligent agent track with the AI payment "family bucket." AI collection and payment, AI wallet, Token Pay services

Bernstein: Automotive semiconductors have officially entered an upward cycle

Bernstein: Automotive semiconductors have officially entered an upward cycle

After nearly two years of adjustment, the automotive semiconductor market has officially entered an upward cycle. Bernstein's latest quarterly tracking report shows that automotive semiconductor revenue in Q1 2026 grew 11% year-on-year, with momentum accelerating significantly. A new wave of price hikes from analog chip manufacturers has also

Goldman Sachs Comments on Marvell’s Quarterly Report: Perfectly Matches Wall Street Expectations—Keep a Close Eye on These Three Key Areas Next!

Goldman Sachs Comments on Marvell’s Quarterly Report: Perfectly Matches Wall Street Expectations—Keep a Close Eye on These Three Key Areas Next!

Marvell Technology has delivered a quarterly report closely matching Wall Street's expectations, and boosted market confidence with guidance for next quarter that exceeded forecasts. Management simultaneously hinted at raising full-year guidance for FY27/28. Goldman Sachs believes the stock price is likely to rise moderately in the short

Five years later, knocking on the door again: Unprofitable pharmaceutical company Haihe Biopharma restarts STAR Market IPO with new standards

Five years later, knocking on the door again: Unprofitable pharmaceutical company Haihe Biopharma restarts STAR Market IPO with new standards

``` On May 28, Shanghai Haihe Pharmaceutical Research and Development Co., Ltd. (“Haihe Pharma”) submitted its Sci-Tech Innovation Board (STAR Market) IPO prospectus to the Shanghai Stock Exchange and received acceptance. This innovative anti-tumor drug company, whose actual controller is Academician Ding Jian of the Chinese Academy of Engineering, is making

Issuance of negotiable certificates of deposit heats up, with banks’ liability structures continuing to change.

Issuance of negotiable certificates of deposit heats up, with banks’ liability structures continuing to change.

Recently, the issuance of interbank certificates of deposit has significantly heated up. Hub statistics show that as of the end of May, the issuance scale of interbank CDs this year has exceeded 12 trillion yuan, making it one of the largest types in the bond market; just last week, the

Nvidia Computex Preview: What AI Computing "Nukes" Will Jensen Huang Bring?

Nvidia Computex Preview: What AI Computing "Nukes" Will Jensen Huang Bring?

``` Morgan Stanley predicts that at the upcoming Computex exhibition, NVIDIA CEO Jensen Huang will comprehensively showcase a new generation AI computing architecture centering on the Rubin GPU and Vera CPU, further consolidating the company’s dominance in the AI infrastructure sector. According to Chasewind Trading Desk, from June 2 to