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Anthropic cracks down on unauthorized share transactions, with risks from gray-market private holdings concentrated and exposed.

Anthropic cracks down on unauthorized share transactions, with risks from gray-market private holdings concentrated and exposed.

``` On May 19, according to Bloomberg, Anthropic has recently further expanded its ban on unauthorized share transactions, explicitly prohibiting investors from purchasing its shares through unofficial channels such as special purpose vehicles (SPVs). The company issued a stern statement on its official website, unusually naming eight related entities and declaring

Goldman Sachs trading desk warning: market's dominant narrative is quietly shifting from AI to interest rates

Goldman Sachs trading desk warning: market's dominant narrative is quietly shifting from AI to interest rates

``` The market is quietly undergoing a narrative shift. Rich Privorotsky, head of Goldman Sachs’ trading desk, recently stated that the core logic driving the market is shifting from the AI capital expenditure boom to interest rates and supply pressures, resulting in simultaneous pressure across multiple asset classes. Over the past

Inflation concerns trigger a global bond market sell-off, with the 30-year U.S. Treasury yield surging to 5.18%, the highest since 2007.

Inflation concerns trigger a global bond market sell-off, with the 30-year U.S. Treasury yield surging to 5.18%, the highest since 2007.

``` Inflation concerns reignite, sending the global bond market into a new round of turmoil. On Tuesday, the yield on the U.S. 30-year Treasury rose by 5 basis points to 5.18%, reaching its highest level since 2007; the two-year yield climbed to 4.11%, a new high since February

Bilibili Q1 Report: Advertising Booms, Games Stagnate

Bilibili Q1 Report: Advertising Booms, Games Stagnate

``` On May 19, Bilibili released its financial report for the first quarter ended March 31, 2026. The report shows that Bilibili achieved total revenue of 7.47 billion yuan in the first quarter, up 7% year-on-year, slightly higher than the market average expectation of 7.46 billion yuan; adjusted net

Aihuishou's Q1 revenue was 6.16 billion yuan, with net profit increasing by nearly 80%.

Aihuishou's Q1 revenue was 6.16 billion yuan, with net profit increasing by nearly 80%.

``` On May 19, the second-hand consumer electronics trading and service platform ATRenew (Aihuishou) Group released its financial results for the first quarter of 2026. According to the financial report, in the first quarter the group’s total revenue reached 6.16 billion yuan, a year-on-year increase of 32.4%, surpassing

Have ideals lost their appeal?

Have ideals lost their appeal?

``` Three days ago, on May 15, 2026, the Li Auto L9 Livis was officially launched. This is the flagship of the extended-range family into which Li Auto has poured the most energy and hopes in nearly two years. At exactly 4 PM that day, as the launch event came to

Citigroup sharply raised Micron’s target price to $840: HBM prices will rise again next year, and EPS will surpass $100!

Citigroup sharply raised Micron’s target price to $840: HBM prices will rise again next year, and EPS will surpass $100!

``` Driven by the surge in AI computing demand and continuously limited supply, the memory industry is entering a rare super-boom cycle and a phase of profit revaluation. On May 18, Citigroup analyst Atif Malik released a report, significantly raising Micron Technology’s target price from $425 to $840—a near