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CC Live eventually became NetEase's "abandoned piece"; the golden age of game streaming has long since ended.

CC Live eventually became NetEase's "abandoned piece"; the golden age of game streaming has long since ended.

``` Author | Huang Yu After 10 years of operation, NetEase’s game entertainment live streaming platform, CC Live, will officially exit the stage of history. On June 30, CC Live announced its shutdown, stating that due to adjustments in its product development and operation strategies, it will formally terminate operations at

Korean semiconductor substrate manufacturers: Samsung and SK Hynix plan to request price reductions in the second half of the year, and the 3%~4% price increase at the beginning of the year may be withdrawn.

Korean semiconductor substrate manufacturers: Samsung and SK Hynix plan to request price reductions in the second half of the year, and the 3%~4% price increase at the beginning of the year may be withdrawn.

``` The South Korean semiconductor substrate industry is facing a new round of profit pressure. According to reports, Samsung Electronics and SK Hynix are currently negotiating prices for deliveries with upstream substrate manufacturers for the second half of the year. The semiconductor giants are inclined to suppress or even roll back

Buying brokerages = buying technology? Changxin, Yushu and others are lining up to go public, and brokerages are ushering in a "big year for investment banking."

Buying brokerages = buying technology? Changxin, Yushu and others are lining up to go public, and brokerages are ushering in a "big year for investment banking."

The wave of IPOs for hard technology companies is reshaping the investment logic of securities firms. With star projects such as Changxin Technology, Unitree Robotics, Yangtze Memory, and others advancing their listing processes, the market's pricing narrative for securities firms is undergoing a fundamental shift—from being mere

Advanced packaging is entering the era of glass substrates, domestic display giants are rushing in, who is likely to emerge as the winner?

Advanced packaging is entering the era of glass substrates, domestic display giants are rushing in, who is likely to emerge as the winner?

Glass substrates are becoming the next major technology battleground in the advanced packaging field for AI chips, with panel manufacturers racing to extend their large-scale glass processing advantages into this emerging semiconductor packaging market. Morgan Stanley’s latest research points out that Innolux, BOE, and AUO are pursuing their own

The market awaits Walsh’s speech and non-farm payroll data; South Korean stocks close down 2%, the US dollar strengthens, gold falls another 1%.

The market awaits Walsh’s speech and non-farm payroll data; South Korean stocks close down 2%, the US dollar strengthens, gold falls another 1%.

``` Federal Reserve Chairman Waller's speech in Sintra, Portugal is about to take place, coinciding with the imminent release of the U.S. June non-farm payroll report. Market expectations for a Fed rate hike have suddenly heated up, driving the dollar broadly stronger, gold under pressure and retracing, the

Management prioritizes "price and profit margin," limited NAND expansion, Goldman Sachs raises Kioxia target price again.

Management prioritizes "price and profit margin," limited NAND expansion, Goldman Sachs raises Kioxia target price again.

``` Goldman Sachs has significantly raised its target price for Kioxia Holdings from 93,000 yen to 116,000 yen, reiterating its Buy rating. The reason is the continued supply-demand tightness in the NAND flash memory market, coupled with the company management’s clear priority on price and profit margins. Based

The Fed is "not speaking anymore"! Deutsche Bank: Silent periods often accompany policy turning points

The Fed is "not speaking anymore"! Deutsche Bank: Silent periods often accompany policy turning points

``` Federal Reserve officials collectively fell silent after the June FOMC meeting, attracting significant market attention. According to the latest research from Deutsche Bank, this round of speeches is unusually sparse; historically, similar periods of silence have often occurred around pivotal points in monetary policy shifts, so investors should remain alert.