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AI's next big opportunity—the creation of games!

AI's next big opportunity—the creation of games!

``` Generative AI is reshaping an industry with an annual consumption scale of up to $275 billion. According to Wind Chasing Trading Desk, Morgan Stanley released a deep dive report on April 21, in which analysts stated that AI tools could reduce AAA game development costs by nearly half, unlocking around

The United States asks allies to pay more for minerals: a "national security premium" is required.

The United States asks allies to pay more for minerals: a "national security premium" is required.

``` The Trump administration is pushing to build a “friendly countries club” for critical minerals, but the price is that allies must accept higher procurement costs. Jamieson Greer, the U.S. Trade Representative, recently stated that U.S. allies must be prepared to pay a “national security premium” for critical minerals.

Strategist: Recommend a "Gold+" allocation of 45%, stocks 35%, bonds 0%

Strategist: Recommend a "Gold+" allocation of 45%, stocks 35%, bonds 0%

``` Berenberg Bank strategists have proposed a rare asset allocation framework: 45% of the portfolio concentrated in physical assets centered on gold, 35% allocated to stocks, and zero allocation to bonds. This framework is outlined in the latest research report by Berenberg’s UK-based strategist team. Chief strategist Jonathan Stubbs stated

Morgan Stanley: MiniMax’s short-term ARR potential is underestimated, with a dense schedule of catalysts in the next three months

Morgan Stanley: MiniMax’s short-term ARR potential is underestimated, with a dense schedule of catalysts in the next three months

The market's expectations for MiniMax’s recent annual recurring revenue (ARR) growth are overly conservative. Morgan Stanley’s latest research report points out that MiniMax’s ARR growth potential is on par with or even stronger than its peers. Its multimodal capabilities, global presence, and infrastructure advantages form

After US-Iran negotiations reached an impasse, two cargo ships were consecutively attacked by Iran.

After US-Iran negotiations reached an impasse, two cargo ships were consecutively attacked by Iran.

Within 24 hours, two cargo ships were consecutively attacked. According to a statement issued by the UK Maritime Trade Operations (UKMTO) on the 22nd, the department received a report that a departing cargo ship halted after being attacked about 8 nautical miles west of Iran. The crew is safe, and

After breaking through the key level, what’s next for the bond market?

After breaking through the key level, what’s next for the bond market?

``` The 10-year government bond yield forcefully broke below the critical psychological threshold of 1.75%, and the 30-year government bond yield fell to around 2.25%—this is a concentrated eruption after three weeks of sustained strength in the bond market, an inevitable result of extremely loose liquidity and institutional

It's Tesla earnings night again; the market cares most about these three things.

It's Tesla earnings night again; the market cares most about these three things.

Tesla is set to release its first-quarter earnings after the US market closes on Wednesday (early Thursday Beijing time), but investors’ focus has already moved well beyond the quarterly profit and loss figures. Against the backdrop of slow Robotaxi expansion, unclear timelines for Optimus robot mass production, and an “astronomical”