Admin

``` Wall Street is witnessing an unprecedented capital frenzy. On June 10, according to news from ‘Chasing the Wind Trading Desk’, Morgan Stanley’s latest research report reveals a harsh reality: mega-cap cloud computing giants led by Amazon, Google, Meta, Microsoft, and Oracle are spending money on AI at an intensity

``` The wave of AI infrastructure development is fueling an unprecedented global fundraising frenzy. From equity issuance to bond markets, from traditional bank loans to private credit special purpose vehicles, capital is pouring into this sector in every conceivable form. On June 9, Wallstreetcn mentioned that Broadcom teamed up with Apollo

``` Jefferies analyst Christopher LaFemina recently wrote in a client report: "It turns out we were not bullish enough on copper." He immediately raised his copper price target for 2030 to $8 per pound, equivalent to $17,636 per ton—this is currently the highest known copper price forecast

``` Is the recent sustained rise of US stocks the result of a bubble or driven by fundamentals? Goldman Sachs has given a clear answer: it is earnings, not valuation expansion or speculative sentiment, that are supporting this bull market. Goldman Sachs’ chief US equity strategist Ben Snider wrote in the

Geopolitical tensions persist, with stock markets in Japan and South Korea plunging, and overnight US tech stocks facing sell-offs. A-shares and Hong Kong stocks are under pressure across the board, with sectors like non-ferrous metals and computing hardware collectively adjusting. On June 10, A-shares fluctuated downwards, with the three major

``` The current US IPO market is experiencing a wave of intensive large-scale stock issuances, leading to the hottest market question: Will this wave of “massive supply” drain liquidity and crush US stocks? Deutsche Bank strategist Binky Chadha and others recently provided a clear answer. The strategists systematically reviewed historical data