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Selling US Treasuries, buying Japanese bonds—Wall Street prepares for "repatriation of Japanese capital"

Selling US Treasuries, buying Japanese bonds—Wall Street prepares for "repatriation of Japanese capital"

``` Japan’s government bond market is undergoing dramatic changes unseen in decades, prompting global asset managers to reconsider a long-neglected risk: Will Japanese investors, who hold about $1 trillion in U.S. Treasuries, repatriate their funds? According to the latest report from the Financial Times, several investment institutions have begun

Changan Automobile denies cooperation with Qianli Technology.

Changan Automobile denies cooperation with Qianli Technology.

``` Author | Zhou Zhiyu Recently, there have been market rumors claiming "Changan Automobile will adopt Qianli Technology's intelligent assisted driving solution and make an equity investment." In response, Changan Automobile told Wallstreetcn on May 17 that "there are currently no plans." A person close to

A-share computing power leader to build a large-scale “Token Factory” in Wuxi

A-share computing power leader to build a large-scale “Token Factory” in Wuxi

``` Wuxi will establish a large-scale “Token Factory.” According to Wuxi Daily, on May 15th, Hongxin Electronics, the leading domestic AI computing power enterprise, in cooperation with Wuxi High-Tech Zone, will build the province’s first Huawei Ascend 384 super-node computing cluster, which has been officially signed and settled in Wuxi.

India's gold restrictions trigger panic buying spree; Goldman Sachs maintains bullish year-end gold price target of $5,400.

India's gold restrictions trigger panic buying spree; Goldman Sachs maintains bullish year-end gold price target of $5,400.

The more restrictions, the more panic buying. According to the latest report from India’s Economic Times, the Indian government’s recent introduction of a series of restrictions on gold imports has not suppressed demand; instead, it has triggered panic buying of wedding jewelry across the country. Meanwhile, Lina Thomas,

"‘The boom in AI memory chips is sowing the seeds of collapse’! This time, the risk lies on the demand side."

"‘The boom in AI memory chips is sowing the seeds of collapse’! This time, the risk lies on the demand side."

``` How long can the boom in AI memory chips last? Wall Street Journal columnist James Mackintosh wrote on May 16 that the current prosperity of AI memory chips is sowing the seeds of its own destruction. The article uses Micron Technology as a core case to systematically examine the cyclical

Hormuz reopening in June is a "pipe dream"! This bank believes that oil prices could hit record highs in the summer, thereby impacting the stock market.

Hormuz reopening in June is a "pipe dream"! This bank believes that oil prices could hit record highs in the summer, thereby impacting the stock market.

``` The effective obstruction of passage through the Strait of Hormuz is profoundly reshaping the global logic of energy pricing. However, the widely bet on "reopening in June" is likely underestimating the complexity of the crisis. Helima Croft, Global Head of Commodities at Royal Bank of Canada (RBC), is

Next week’s major events: Putin’s visit to China, Nvidia’s financial report, Google I/O conference, and China’s economic data.

Next week’s major events: Putin’s visit to China, Nvidia’s financial report, Google I/O conference, and China’s economic data.

``` Highlights of Key Financial Events for the Week of May 18 - May 24, All Times in Beijing Time: The core themes for next week are as follows: The primary focus is the "Earnings + Conference" dual stress test of AI technology. Nvidia will announce its earnings after the