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Resilience of Consumption: Population, Purchasing Power, and a Blueberry

Resilience of Consumption: Population, Purchasing Power, and a Blueberry

The obvious divergence between consumer stocks consistently underperforming the broader market and resilient macro consumption data reflects the deep structural transformation underway in China’s consumption landscape. According to the macro thematic report from Changjiang Securities, the rise of consumption in lower-tier cities and increased purchasing power under a low-inflation

CTA epic buyback in US stocks: $86 billion purchased in a single week, another $70 billion to be added in the coming week

CTA epic buyback in US stocks: $86 billion purchased in a single week, another $70 billion to be added in the coming week

Quantitative trend-following funds (CTA) are returning to the U.S. stock market at an unprecedented pace, becoming the main driving force behind the recent rebound in U.S. stocks. According to the latest analysis by Goldman Sachs strategist Brian Garrett, CTAs have bought as much as $86 billion worth of

iPhone shipments in China surged 20% in the first quarter! Rising memory prices raise the threshold for domestic phones, while Apple and Huawei buck the trend and show strong performance.

iPhone shipments in China surged 20% in the first quarter! Rising memory prices raise the threshold for domestic phones, while Apple and Huawei buck the trend and show strong performance.

``` Amid overall pressure in China’s smartphone market, Apple has emerged as the standout winner among major manufacturers in the first quarter, boasting a 20% growth in shipments. According to market research firm Counterpoint Research, Apple’s iPhone shipments in China increased by 20% year-on-year in the first quarter, the

"Shortage of electricity, personnel, and equipment"—40% of U.S. data centers may be delayed, AI giants are being choked by insufficient computing power.

"Shortage of electricity, personnel, and equipment"—40% of U.S. data centers may be delayed, AI giants are being choked by insufficient computing power.

``` The grand narrative of the expansion of AI infrastructure in the United States is facing a tough reality check. On Friday, according to data provided to the UK Financial Times by satellite and AI analytics firm SynMax, nearly 40% of data center projects scheduled for completion in the US this

JPMorgan: Light is good, but too expensive; downgrades Corning's rating.

JPMorgan: Light is good, but too expensive; downgrades Corning's rating.

The optical networking sector is the most aggressive hardware sub-sector in valuation expansion during the current round of AI infrastructure investment, but JPMorgan believes that the current high premium has already priced in overly optimistic earnings scenarios ahead of time, with the logic driven by fundamentals now giving way to

Capital flows toward East Asian "technology," putting further pressure on the Indian stock market.

Capital flows toward East Asian "technology," putting further pressure on the Indian stock market.

``` The appeal of the Indian stock market in Asia's capital landscape is acceleratingly fading. As the artificial intelligence theme returns to the forefront, funds continue to flow into North Asian markets such as South Korea and Japan, which have higher technology weightings. Not only has the Indian stock

Wang Yibo’s traffic is injected into the trendy toy IP “Xiao Ao aoo”; can Yuehua, joining hands with Qimeng Island, create a blockbuster?

Wang Yibo’s traffic is injected into the trendy toy IP “Xiao Ao aoo”; can Yuehua, joining hands with Qimeng Island, create a blockbuster?

``` On April 17th, YHTOYS, the trendy toy brand under Yuehua Entertainment, officially announced that top celebrity Wang Yibo has become the global spokesperson for its original IP "Xiao Ao aoo". This marks Yuehua pressing the accelerator on "artist derivative value development" and the trendy toy business