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``` J.P. Morgan believes that the market has underestimated the boost to investment banking performance from giant IPOs such as SpaceX, and has accordingly issued a short-term tactical buy signal. Rob Dwyer and Ayano Tsunoda from the bank's dedicated sales team pointed out that heightened market volatility and

``` Rapid changes in geopolitical situation combined with structural pressures on the demand side are reshaping the medium-term pricing logic of the crude oil market. Goldman Sachs Co-Head of Commodity Research Daan Struyven recently released a report, lowering the forecast for the average Brent crude oil price in 2027 by $5

``` Author | Huang Yu Having worked at Huawei for over 30 years, from telecommunications equipment to phones and then to cars, Yu Chengdong is almost always pushed to the forefront whenever Huawei needs a breakthrough. Now, he has another new task—to bring Huawei's large model back to the

The AI large model market is moving toward a layered competitive landscape, and Chinese AI labs are expected to gain a pivotal position in the global market thanks to significant cost advantages. According to Chase Wind Trading Desk, Bernstein analysts Robin Zhu and others pointed out in their latest report

The narrative of "an imminent US-Iran peace agreement" has resurfaced, but the differences between the two sides on core issues remain profound. Iran has explicitly refused to relinquish control over the Strait of Hormuz, and there is significant uncertainty about whether the agreement will be implemented. On Friday

U.S. stock market bulls are experiencing a troubling period of disorientation. Over the past week, bets on previously most reliable tech giants have frequently flipped, while the market has swung violently between risk aversion and risk chasing, leaving investors’ playbooks ineffective. The trigger for this turbulence was Friday’s