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The 200,000 yuan lithium price assumption is back: Energy storage pushes supply and demand toward a gap in 2026.

The 200,000 yuan lithium price assumption is back: Energy storage pushes supply and demand toward a gap in 2026.

``` The dual impact of explosive growth in energy storage demand and tightened supply constraints is pushing lithium price forecasts back to the high levels seen two years ago. According to information from Chasing Wind Trading Desk, UBS Global Commodities Team released its latest report on May 7, raising its 2026

Huaxia Bank delivers an "unusual" strong start

Huaxia Bank delivers an "unusual" strong start

``` In the first quarter, Huaxia Bank delivered a report card characterized by dramatic ups and downs. During the reporting period, the bank recorded an operating income of 24.622 billion yuan, a year-on-year increase of 35.33%, marking a strong start in revenue. However, net profit attributable to the parent

Record-high US stock call option volume! Goldman Sachs partner warns: Chips have gone crazy

Record-high US stock call option volume! Goldman Sachs partner warns: Chips have gone crazy

``` The U.S. stock options market is staging a historic frenzy, and insiders at Goldman Sachs have begun issuing warnings. On Thursday, the nominal trading volume of S&P 500 Index (SPX) call options surpassed $2.6 trillion, setting a historic record, with nearly 60% of all SPX options

Goldman Sachs: Overweight China, A-shares preferred over H-shares, raises CSI 300 target to 5,300 points

Goldman Sachs: Overweight China, A-shares preferred over H-shares, raises CSI 300 target to 5,300 points

``` After experiencing intense market fluctuations, Goldman Sachs has given a clear trading direction in its latest Asia equity strategy report: Strong overweight on China, and the investment value of A-shares is significantly superior to H-shares. Goldman Sachs has sharply raised the 12-month target for the CSI 300 Index to 5300

When will Trump TACO again?

When will Trump TACO again?

``` When Trump's tough policies or rhetoric push US stocks, US bond yields, and energy prices to sufficiently extreme levels, the market begins to bet he will TACO. What conditions are needed for the next TACO? According to Wind Chasing Trading Desk, Craig Chan, Nomura Singapore's Global

Unprecedented! A customer proposes to pay to help SK Hynix "buy lithography machines and build production lines"

Unprecedented! A customer proposes to pay to help SK Hynix "buy lithography machines and build production lines"

``` The AI chip shortage is intensifying, and tech giants have begun directly offering money to help chip manufacturers expand production and buy equipment—a move unprecedented in the memory chip industry. According to a Reuters report on May 8, citing six sources familiar with the matter, several major global tech

$2.1 billion investment in IREN, expanding the data center "circle of friends," NVIDIA continues the "AI loop"

$2.1 billion investment in IREN, expanding the data center "circle of friends," NVIDIA continues the "AI loop"

``` Nvidia strikes again, continuing its "AI loop" investment. On Thursday, May 7, Nvidia announced an investment of up to $2.1 billion in data center developer IREN. Both parties also signed a multi-billion-dollar computing power deployment cooperation agreement, further deepening Nvidia’s capital layout in the AI ecosystem.