Admin

``` The AI wave is pushing the U.S. stock market into a highly concentrated, one-sided trend. The S&P 500 Index has set 14 consecutive record highs over the past month, with a cumulative gain of 10% year-to-date, but this rally has been almost entirely driven by technology and

The storm in Japan’s government bond market has risen again, but this time its nature is completely different. According to Wind Trading Desk, Nomura Securities strategist Naka Matsuzawa warned in the latest report that this third warning from bond vigilantes regarding Japan’s economic policy fundamentally differs from the

``` According to U.S. sources, the Pentagon is preparing to resume military operations against Iran, and the United States and Israel could restart military strikes against Iran as early as next week. U.S. sources say that negotiations are currently at an impasse. On the 15th, President Trump reiterated that

AI-driven memory demand is entering an exponential expansion phase, while supply growth is far behind. Nomura Securities believes that this memory super cycle is completely different from any in history—structural supply-demand imbalance, long-term agreements (LTA) securing profit visibility, and an AI self-reinforcing investment cycle are fundamentally reshaping the valuation

``` Artificial intelligence is shifting from a capital market narrative to a reality in the job market. The latest data shows that over a quarter of recently announced layoffs by U.S. companies have been explicitly attributed to AI—a stark contrast to zero a year ago—signaling that the impact

The Iran ceasefire agreement has compressed deep tail risks, ushering in a broad rebound in global risk assets. But Goldman Sachs warns that this rally contains a hidden "cost of comfort": the market is significantly underpricing the downside risk of renewed escalation in Iran, and the upward pressure