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JPMorgan: Mainland property stocks show "green shoots," with prospects of replicating Hong Kong's property rebound.

JPMorgan: Mainland property stocks show "green shoots," with prospects of replicating Hong Kong's property rebound.

May Day Golden Week data released: Mainland real estate secondary market transactions jumped 31% year-on-year—J.P. Morgan immediately issued a signal: this scene closely resembles the moment when Hong Kong real estate began to rise a year ago. According to Trend Fan Trading Desk, on May 7, J.P.

China’s largest used car platform races for IPO, backed by Tencent and JD.com

China’s largest used car platform races for IPO, backed by Tencent and JD.com

``` Author | Huang Yu Hong Kong stocks may soon see "China's largest used car trading platform." Wall Street Insights has learned that on May 6, Yusheng Holdings Limited ("Tao Che Che") officially submitted its prospectus to the Hong Kong Stock Exchange, planning to list on

U.S. initial jobless claims rebounded to 200,000 last week, while continuing unemployment claims hit a new low since January 2024.

U.S. initial jobless claims rebounded to 200,000 last week, while continuing unemployment claims hit a new low since January 2024.

Despite frequent reports of high-profile layoffs recently, the U.S. labor market continues to show significant resilience. Layoff activity remains low, and the overall employment market is stable. Data released by the U.S. Department of Labor on Thursday showed that for the week ending May 2, initial jobless claims

Goldman Sachs: Even if projects are delayed or canceled, U.S. data center power demand will still double within two years.

Goldman Sachs: Even if projects are delayed or canceled, U.S. data center power demand will still double within two years.

``` The AI wave is reshaping the US electricity landscape—data centers may become the core driver of US electricity demand growth in the next two years. According to news from "Chasing Wind Trading Desk", on May 5, Goldman Sachs Commodities Research Team released their latest power market research

Wall Street "legendary tycoon" Paul Tudor Jones: The AI bull market "can last another one or two years"

Wall Street "legendary tycoon" Paul Tudor Jones: The AI bull market "can last another one or two years"

``` Legendary hedge fund figure Paul Tudor Jones stated that the AI-driven stock market bull run is not yet over; he has recently increased his holdings in related stocks and is seeking historical parallels from technological boom cycles decades ago. On Thursday, Jones said in a media interview that the current

McDonald's Q1 net profit grew by 6%, but under the shadow of high oil prices, US same-store sales growth fell short of expectations | Earnings Report Insights

McDonald's Q1 net profit grew by 6%, but under the shadow of high oil prices, US same-store sales growth fell short of expectations | Earnings Report Insights

``` McDonald's overall performance in the first quarter of 2026 exceeded Wall Street expectations. Larger burger products and multi-tier value menus in the U.S. market drove higher average order value, but the same-store sales growth in the U.S. did not meet analysts' expectations. Consumers, pressured by

After CoWoS, will the next generation of advanced packaging be CoPoS?

After CoWoS, will the next generation of advanced packaging be CoPoS?

``` Driven by AI computing power demand, the system area of advanced packaging chips continues to expand. Traditional CoWoS technology (circular silicon interposer) has become a bottleneck for large-size AI chips due to limitations from photomask size and material characteristics. In two research reports, Huatai Securities has clearly revealed an ongoing