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``` 1. Fed dovish officials unexpectedly hawkish, but US-Iran easing reduces rate hike pricing, with December 2027 rate hike probability still dominant. Japan announces a ¥3 trillion additional budget, pledges no extra debt issuance, but fiscal expansion and energy shocks continue to support Japanese bond yields, and the market maintains expectations

``` Strategy's U.S. stocks fell over 5% before the market opened. The company sold 32 bitcoins between May 26 and May 31, with a transaction amount of $2.5 million. Updating....... Risk Warning and DisclaimerThe market has risks, and investment should be cautious. This article does not constitute

According to delivery data for China’s new energy vehicle market in May, industry polarization has intensified, with widening growth gaps among leading brands: Leapmotor, NIO, and Zeekr recorded sharp year-over-year delivery increases, while Li Auto and XPeng saw declines and BYD remained essentially flat. In May, Leapmotor achieved a

After more than two years of generative AI hype, the cross-border e-commerce industry is returning to more practical issues. For many sellers, copywriting generation and image creation are no longer novel. What truly troubles them is that as their business scales, the number of backends multiplies, and tools pile up.

``` Since Nvidia’s Rubin architecture was released in March this year, the MLCC (multilayer ceramic capacitor) sector has rapidly become the focus of capital markets. Last week, the weighted weekly increase of the market value for 10 passive component companies from China, Japan, and Korea reached 35%. The market has

AI demand is expanding from GPUs to CPUs, reshaping the fundamental logic of the global storage chip industry. According to Chasing Wind Trading Desk, JPMorgan has significantly raised its forecast for the global storage market size in its latest research report and maintains its long-term bullish stance on the sector.