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Winners and Losers in Japan’s Era of High Interest Rates

Winners and Losers in Japan’s Era of High Interest Rates

``` The Bank of Japan has raised interest rates to the highest level since 1995, marking the official end of decades of ultra-low interest rates for the world’s fourth largest economy. The normalization of interest rates is reshaping the interests within the Japanese economy, redrawing the boundaries between winners and

First-instance court ruled Jasmine Milk White must pay LV tens of millions; four-leaf flower logo embroiled in infringement controversy.

``` Moli Naibai is currently facing trademark litigation pressure from a luxury brand. Recently, the Suzhou Intermediate People's Court made a first-instance judgment on the trademark infringement case of Louis Vuitton Malletier (LV) against Moli Naibai. The court determined that Shenzhen Moli Naibai Catering Management Co., Ltd. and Dongxia

Strait of Hormuz Accelerates Reopening—Is the Decline in Crude Oil Prices Nearing Its End?

Strait of Hormuz Accelerates Reopening—Is the Decline in Crude Oil Prices Nearing Its End?

``` In June, with the US and Iran reaching a memorandum of understanding and signing a temporary peace agreement, the global crude oil market recorded the most dramatic single-quarter price reversal since the pandemic. Brent oil prices plunged from the April peak of $119/barrel to around $73/barrel, a quarterly

Major progress in South Korean p-type perovskite transistors, promising for AI computing DRAM

Major progress in South Korean p-type perovskite transistors, promising for AI computing DRAM

``` A South Korean research team has achieved a breakthrough in the semiconductor field by successfully developing p-type perovskite transistors with greatly enhanced performance and stability. This advancement is expected to solve the core challenge that has long restricted the development of high-performance, low-power chips and to open new pathways for

AI chip exports boom, South Korea's inflation hits a 30-month high.

AI chip exports boom, South Korea's inflation hits a 30-month high.

``` South Korea’s inflationary pressures continue to rise, and the boom in AI chip exports is evolving from an economic growth engine into a new source of price risk. According to data released by the Korea Data & Statistics Office on Thursday, the Consumer Price Index (CPI) rose 3.2%

The peak of AI capital expenditure is the day when gold makes its comeback.

The peak of AI capital expenditure is the day when gold makes its comeback.

``` This round of gold adjustment cannot be explained solely by "whether real interest rates are high." More crucially, there are two lines: one is dollar credit, corresponding to U.S. fiscal pressure and central bank allocation demand; the other is financial attributes, corresponding to global liquidity, dollar exchange

Bank of America: Meta sells computing power, aiming to tell a compelling AI investment return story

Bank of America: Meta sells computing power, aiming to tell a compelling AI investment return story

Meta is plotting to monetize its vast AI computing assets. This initiative is not only the embryonic form of a new business line, but also a strategic signal responding to investors' doubts about high capital expenditure returns. According to reports, Meta is formulating plans to launch a cloud infrastructure