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``` The U.S.–Iran Peace Agreement Is About to Be Signed; Geopolitical Risks in the Strait of Hormuz Significantly Ease The signing of the U.S.–Iran peace agreement is imminent, and geopolitical risks in the Strait of Hormuz have substantially eased. However, there are still differences in their statements

``` Anthropic is facing legal challenges from consumers—a user has filed a federal lawsuit alleging false advertising, accusing the AI star company of misleading consumers about the usage limits of its top-tier subscription plans. According to a report by The Wall Street Journal on Monday, the lawsuit was filed this

``` A piece of news from the insurance asset management industry has recently spread: Taikang Asset Management has successfully completed the first investment transaction as one of the first batch of entrusted institutions for the “Southbound Connect”. “Southbound Connect”, that is, the Southbound cooperation for mutual access between the bond markets

``` The Federal Reserve’s balance sheet policy is at a new crossroads. As Kevin Warsh is about to preside over his first FOMC meeting as the new chairman, the market is increasing speculation about the Fed’s quantitative tightening (QT) path. Citi Research believes that Warsh is unlikely to make

``` According to the Hong Kong Stock Exchange disclosure on June 14th, Hangzhou Qiandao Lake Sturgeon Technology Co., Ltd. (“Sturgeon Technology”) has officially passed the listing hearing for the main board on the HKEx. CITIC Securities and CITIC Construction International serve as joint sponsors. Amid the current shift in consumption structure

The arrival of the AI inference era is fundamentally reshaping the demand landscape of the semiconductor memory industry. As the average number of output tokens per question surges at a rate of over 5 times per year, the memory needs brought by KV cache management and agentic AI deployment have