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``` On May 1st, Goldman Sachs released an annual report overview of China’s agriculture sector (covering 13 stocks across four main areas: live pigs, seeds, feed and additives, and fertilizers). The core judgment is: results for 2025 and Q1 2026 are generally weaker than expected, but the profit outlook for

``` On May 4, according to CCTV International News and Iran's Fars News Agency, a US warship today (May 4) ignored Iran's warning and attempted to approach and enter the Strait of Hormuz. Iran fired two missiles at it. The ship turned around and returned. According to

``` The demand for AI-driven DRAM and NAND is expanding at a pace that surpasses the industry's supply capabilities. Based on current trends, this demand is expected to account for over 50% of the total addressable market (TAM) of the memory industry this year—and according to analysts, the

``` Long-term supply agreements are becoming a driver that pushes prices higher, rather than simply stabilizing market fluctuations. Driven by AI demand, Samsung Electronics and SK Hynix are increasing their efforts for multi-year supply agreements (LTA). Major customers are willing to pay a premium to secure capacity, while those without contracts

ByteDance's AI product Doubao has officially taken a key step toward commercialization. Its App Store page recently displayed a notice about paid version services, revealing three subscription tiers with the highest priced at 500 yuan per month. This development has sparked widespread discussion about whether the "free

``` As global AI momentum continues to heat up, South Korea’s two major memory chip giants have taken completely different paths in the market. On Monday, SK Hynix’s stock price surged 12.5%, setting a new all-time closing high, with its market capitalization breaking 100 trillion won for the