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On Tuesday, a rate hike by the Bank of Japan is "a foregone conclusion," and the 1% interest rate era is expected to return!

On Tuesday, a rate hike by the Bank of Japan is "a foregone conclusion," and the 1% interest rate era is expected to return!

On Tuesday, the Bank of Japan will face its most closely watched interest rate decision in nearly thirty years. The market almost unanimously expects the central bank to raise rates by 25 basis points to 1%, marking Japan's return to the 1% interest rate era for the first

U.S.-Iran Deal "Reached," Hedge Funds Reactivate "Pre-War Trading Playbook"

U.S.-Iran Deal "Reached," Hedge Funds Reactivate "Pre-War Trading Playbook"

``` The US-Iran peace agreement is about to be finalized, and global hedge funds are rapidly adjusting their positions, turning their attention to short-term US Treasury bonds, Asian currencies, and battered emerging market stocks. The US and Iran will officially sign the peace agreement this Friday. This news quickly boosted market

AI drives MLCC boom: Murata actively expands production, Samsung Electro-Mechanics secures 1.5 trillion won order

AI drives MLCC boom: Murata actively expands production, Samsung Electro-Mechanics secures 1.5 trillion won order

``` Artificial intelligence is triggering the most intense round of supply and demand restructuring in the global MLCC (multilayer ceramic capacitor) industry in history. Goldman Sachs has characterized the current boom cycle as the "largest in scale and longest in duration" for this industry, as explosive demand from AI

Fable 5, 24 hours before the ban: Multiple calls from the White House applying pressure, Anthropic refused to take it down, ultimately faced forced export controls.

Fable 5, 24 hours before the ban: Multiple calls from the White House applying pressure, Anthropic refused to take it down, ultimately faced forced export controls.

Within 24 hours, the US Treasury Secretary, White House Cybersecurity Director, and Commerce Secretary consecutively called Anthropic CEO Dario Amodei, demanding that he proactively take down the newly released AI model Fable 5, but were refused — ultimately, the White House resorted to forceful measures, banning foreign access to the model

The competition for next-generation optical modules won't be a winner-takes-all scenario?

The competition for next-generation optical modules won't be a winner-takes-all scenario?

The explosive expansion of AI computing power is reshaping the landscape of the optical interconnect industry, but the outcome of this technological race will not see dominance by any one single route. The latest industry report from Zheshang Securities notes that currently, the optical interconnect industry does not exhibit a

Why is the US-Iran agreement not necessarily a dovish signal for the Federal Reserve?

Why is the US-Iran agreement not necessarily a dovish signal for the Federal Reserve?

``` News of a US-Iran peace agreement has fueled a surge in US Treasuries and rapidly heightened expectations of rate cuts. However, Bank of America has issued a warning: the market's dovish interpretation may be wishful thinking. If the agreement helps oil prices stabilize within a moderate range, it

U.S.-Iran Agreement "Reached," but U.S. Crude Oil Inventories Are Already Approaching the Red Line and It Will Take Months to Replenish

U.S.-Iran Agreement "Reached," but U.S. Crude Oil Inventories Are Already Approaching the Red Line and It Will Take Months to Replenish

``` The US-Iran agreement paves the way for reopening the Strait of Hormuz, but whether this can promptly curb the accelerated depletion of global oil inventories will determine the direction of energy prices in the coming weeks. According to a Wallstreetcn article, both the US and Iran announced a ceasefire memorandum