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From "scarcity" to "slowdown"? Bearish Deutsche Bank: Pop Mart's IP cycle has peaked, faces more severe decline risk in the second half of the year

From "scarcity" to "slowdown"? Bearish Deutsche Bank: Pop Mart's IP cycle has peaked, faces more severe decline risk in the second half of the year

``` Deutsche Bank has issued a warning that Pop Mart's era of high growth may have reached a turning point. According to Wind Chasing Trading Desk, Deutsche Bank released its latest research report on July 8, maintaining a "Sell" rating for Pop Mart with a target price

Wall Street Commentary on the Fed's June Meeting Minutes: Focus on Core Inflation, No Urgent Need for Rate Hikes in the Short Term

Wall Street Commentary on the Fed's June Meeting Minutes: Focus on Core Inflation, No Urgent Need for Rate Hikes in the Short Term

The minutes of the Fed's June meeting have been released, and Wall Street’s three major institutions read the same signal—inflation is the real switch that decides whether to raise rates or not. The Fed's June FOMC meeting minutes were published on July 8. The

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The increase is far below the chip index! Bank of America says Nvidia's "valuation is unreasonable"
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``` The increase is far below the chip index! Bank of America says Nvidia's "valuation is unreasonable" ```

The market is mispricing, and Nvidia’s unjustifiable “discount” is a golden buying opportunity. Although Nvidia dominates the AI field, its stock price has only risen 3% year-to-date, far lagging behind the 82% surge in the Philadelphia Semiconductor Index. Bank of America believes this huge divergence reveals an extremely attractive

The shift in the situation prompted Trump to "change his stance": he will authorize overseas production of Patriot missiles for use in Ukraine.

The shift in the situation prompted Trump to "change his stance": he will authorize overseas production of Patriot missiles for use in Ukraine.

As Ukraine achieves breakthrough progress on the battlefield, the US is making a major turn in its security assistance policy for Ukraine. This geopolitical development is reshaping market expectations about the outlook for the Russia-Ukraine conflict. US President Trump unexpectedly shifted his tough stance on Ukraine at the NATO summit

After the lifting of restrictions saw a nearly 13% rise instead of a drop, Zhipu sold shares at a discount, raising 31.5 billion yuan.

After the lifting of restrictions saw a nearly 13% rise instead of a drop, Zhipu sold shares at a discount, raising 31.5 billion yuan.

``` AI large model stock Zhihu performed a countertrend rebound on the first day of unlocking restricted shares, and subsequently launched large-scale equity financing. On July 8, about 25.68 million cornerstone investor restricted shares of Zhihu were officially unlocked, with an unlocked market value exceeding HK$40 billion. Facing enormous

Excess computing power? Meta to invest billions of dollars to build its first data center in Canada

Excess computing power? Meta to invest billions of dollars to build its first data center in Canada

``` Meta is investing tens of billions of dollars to expand its AI infrastructure footprint into Canada, but behind this aggressive bet, the market's skepticism over its capital expenditure logic has never subsided. According to Bloomberg on Thursday, Meta will invest about $10 billion in Sturgeon County, Alberta, Canada,

Korean stocks fall into a bear market; Goldman Sachs advises clients to "shift to China’s AI industry chain."

Korean stocks fall into a bear market; Goldman Sachs advises clients to "shift to China’s AI industry chain."

``` Funds that have been betting on the Korean AI market for half a year may be retreating on a large scale. On July 9, Korea's Seoul Composite Stock Price Index (Kospi) fell 5.4% in a single day, with a cumulative pullback of about 20% from last month’