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India's gold restrictions trigger panic buying spree; Goldman Sachs maintains bullish year-end gold price target of $5,400.

India's gold restrictions trigger panic buying spree; Goldman Sachs maintains bullish year-end gold price target of $5,400.

The more restrictions, the more panic buying. According to the latest report from India’s Economic Times, the Indian government’s recent introduction of a series of restrictions on gold imports has not suppressed demand; instead, it has triggered panic buying of wedding jewelry across the country. Meanwhile, Lina Thomas,

"‘The boom in AI memory chips is sowing the seeds of collapse’! This time, the risk lies on the demand side."

"‘The boom in AI memory chips is sowing the seeds of collapse’! This time, the risk lies on the demand side."

``` How long can the boom in AI memory chips last? Wall Street Journal columnist James Mackintosh wrote on May 16 that the current prosperity of AI memory chips is sowing the seeds of its own destruction. The article uses Micron Technology as a core case to systematically examine the cyclical

Hormuz reopening in June is a "pipe dream"! This bank believes that oil prices could hit record highs in the summer, thereby impacting the stock market.

Hormuz reopening in June is a "pipe dream"! This bank believes that oil prices could hit record highs in the summer, thereby impacting the stock market.

``` The effective obstruction of passage through the Strait of Hormuz is profoundly reshaping the global logic of energy pricing. However, the widely bet on "reopening in June" is likely underestimating the complexity of the crisis. Helima Croft, Global Head of Commodities at Royal Bank of Canada (RBC), is

Next week’s major events: Putin’s visit to China, Nvidia’s financial report, Google I/O conference, and China’s economic data.

Next week’s major events: Putin’s visit to China, Nvidia’s financial report, Google I/O conference, and China’s economic data.

``` Highlights of Key Financial Events for the Week of May 18 - May 24, All Times in Beijing Time: The core themes for next week are as follows: The primary focus is the "Earnings + Conference" dual stress test of AI technology. Nvidia will announce its earnings after the

7.7 million shares all sold, Bill & Melinda Gates Foundation liquidates its Microsoft holdings.

7.7 million shares all sold, Bill & Melinda Gates Foundation liquidates its Microsoft holdings.

Another well-known foundation has liquidated its holdings in Microsoft. According to the latest documents from the U.S. Securities and Exchange Commission (SEC), the Gates Foundation Trust sold its remaining 7.7 million shares of Microsoft in the first quarter of 2026, cashing out about $3.2 billion. As a

$5-10 billion! "World's largest asset manager" BlackRock is considering investing in "the largest IPO in history," SpaceX.

$5-10 billion! "World's largest asset manager" BlackRock is considering investing in "the largest IPO in history," SpaceX.

BlackRock is interested in participating in SpaceX's initial public offering, a move that could make the world's largest asset management company the core anchor investor in what may be the largest IPO in history. According to reports citing people familiar with the matter, BlackRock is considering

The "Macro Picture" of the Next Decade: Persistent Inflation in the First 5 Years, "Super Deflation" in the Last 5 Years?

The "Macro Picture" of the Next Decade: Persistent Inflation in the First 5 Years, "Super Deflation" in the Last 5 Years?

Bank of America Merrill Lynch's latest research report paints a sharply divided ten-year macro picture: an AI-driven capital expenditure boom overlapped with "hot running" fiscal policies will maintain inflation pressure in the near term, while in the early 2030s, the productivity revolution sparked by AI may