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"Something's wrong"! JPMorgan warns: The oil supply gap is being masked by 'fake demand decline', a bigger shock is coming.

"Something's wrong"! JPMorgan warns: The oil supply gap is being masked by 'fake demand decline', a bigger shock is coming.

JPMorgan commodities strategist Natasha Kaneva has issued a warning: there is a “big problem” in the global crude oil supply-demand balance. More than 13.7 million barrels per day of supply disruption in April is being interpreted externally as a rapid decline in demand, but the underlying logic is quite

Report: Samsung SSDs increase prices by another 10%; retail prices expected to rise in the coming weeks.

Report: Samsung SSDs increase prices by another 10%; retail prices expected to rise in the coming weeks.

``` A new wave of price increases is forming in the solid-state drive (SSD) market. Samsung Electronics and Kingston have raised SSD prices by more than 10%, and with expectations that NAND Flash contract prices will surge more than 70% quarter-on-quarter in the second quarter, consumer-grade SSD prices may continue to

DeepSeek V4’s programming capabilities are “significantly ahead,” foreign media report that Chinese open-source AI is gaining global influence.

DeepSeek V4’s programming capabilities are “significantly ahead,” foreign media report that Chinese open-source AI is gaining global influence.

``` On April 24, DeepSeek officially released a preview version of its latest large language model V4, and plans to release it to the public as open source. On the same day, The New York Times commented that “DeepSeek’s new work will further extend China’s global influence in the

Worried that high oil prices won't last, American shale giants are unwilling to expand production.

Worried that high oil prices won't last, American shale giants are unwilling to expand production.

The US shale oil industry is keeping its distance from the Trump administration's calls for increased production. Despite Middle Eastern conflicts driving oil prices above $100 per barrel, industry giants generally choose to wait and are unwilling to easily expand capital expenditures. According to the UK Financial Times

Goldman Sachs remains firmly optimistic about Innolight: "Black swan" in exchange rates suppresses single-quarter profits, while capacity expansion and other factors will support performance in the coming quarters.

Goldman Sachs remains firmly optimistic about Innolight: "Black swan" in exchange rates suppresses single-quarter profits, while capacity expansion and other factors will support performance in the coming quarters.

``` Optical module leader Eoptolink saw a significant increase in revenue in the first quarter, but foreign exchange losses dragged net profit below expectations. Goldman Sachs maintains a Buy rating, believing that capacity expansion, product mix upgrades, and other factors will drive continued quarter-on-quarter revenue growth in the coming quarters. Eoptolink’

DeepSeek V4 Depth: A Structural Revolution in Attention Mechanism

DeepSeek V4 Depth: A Structural Revolution in Attention Mechanism

``` DeepSeek releases V4 preview version, open-source simultaneously. There's a sentence in the announcement: "From now on, 1M (one million) context will be the standard for all DeepSeek official services." OpenAI and Google have long supported ultra-long contexts. The issue is cost. The computation of the Transformer

Net interest margin continues to decline: Asset restructuring behind Zijin Bank's "stabilizing" first quarterly report

Net interest margin continues to decline: Asset restructuring behind Zijin Bank's "stabilizing" first quarterly report

``` The financial reports delivered by regional rural commercial banks are often an important window for observing macro credit transmission and micro business adjustments. On April 24, the latest first-quarter report for 2026 disclosed by Zijin Bank showed a slight increase in revenue and net profit attributable to the parent company