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50-year strongest bull market! Citi: Aluminum prices to reach 4,000 within 3 months, over 5,000 dollars next year

50-year strongest bull market! Citi: Aluminum prices to reach 4,000 within 3 months, over 5,000 dollars next year

``` The global aluminum market is experiencing the most intense supply shock in half a century, with top Wall Street investment banks issuing clear bullish signals one after another. According to a report released by Citi on May 18, supply disruptions caused by Middle East conflicts, combined with a structural production

After the key 5% threshold for the 30-year US Treasury yield was breached, Wall Street is divided: enter the market or wait and see?

After the key 5% threshold for the 30-year US Treasury yield was breached, Wall Street is divided: enter the market or wait and see?

U.S. long-term Treasuries are experiencing another round of aggressive sell-offs, with the 30-year yield climbing past 5% and reaching 5.14%, approaching the highest level since 2007. Global bond investors are now facing an unusual public disagreement: Should they lock in high yields now, or continue to wait for

From "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?

From "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?

``` The stock prices of the three major telecom operators have collectively surged for two consecutive days. The intensive rollout of Token packages is reshaping the valuation logic of this sector—narratives of the telecom industry transitioning from a traffic economy to a Token economy are being rapidly priced in by

U.S. Treasury bulls collectively surrender: CTAs, asset managers, and Japanese funds withdraw simultaneously, an even bigger storm is brewing!

U.S. Treasury bulls collectively surrender: CTAs, asset managers, and Japanese funds withdraw simultaneously, an even bigger storm is brewing!

``` The U.S. Treasury market is experiencing a rare rout among bullish positions. On May 19, according to Chasewind Trading Desk, BofA's latest research report stated that bullish positions on the U.S. Treasury yield curve have completely capitulated, leaving only a small amount of out-of-the-money (OTM) residual

Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

AMD chip giant CEO Lisa Su has been intensively sending positive signals this week in both Beijing and Shanghai. On May 19, Lisa Su delivered the keynote speech at the AMD AI Developer Day held in Shanghai. She pointed out that China possesses "the world's most dynamic

Is the Fed going to shrink its balance sheet? Bank of America: It’s probably just "much ado about nothing."

Is the Fed going to shrink its balance sheet? Bank of America: It’s probably just "much ado about nothing."

``` The market’s concerns about new Fed Chairman Kevin Warsh’s aggressive balance sheet reduction may be greatly overestimating what he can actually achieve. Warsh was recently officially confirmed by the Senate as Fed Chairman. Because he has long held a critical stance toward the Fed’s large balance sheet,

Tianqi Lithium CEO: Electric ships and trucks will drive lithium demand beyond current forecasts

Tianqi Lithium CEO: Electric ships and trucks will drive lithium demand beyond current forecasts

``` As the global battle for critical minerals continues to heat up, a warning has been issued by an executive from one of China's largest lithium producers, saying that market forecasts for lithium demand are generally too conservative. According to a report by the Financial Times on Tuesday, Tianqi