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``` U.S. retail sales rose 1.7% month-on-month in March, expected 1.4%, previous value 0.6%. More updates to follow... Risk DisclaimerThe market carries risks, and investment should be made cautiously. This article does not constitute personal investment advice, nor does it take into account the special investment objectives,

TSMC is making a record-breaking capital expenditure bet on AI chip demand, but even so, the world’s largest foundry admits it is unable to keep pace with demand. In this week’s earnings call, TSMC announced it expects capital expenditure in 2026 to reach $56 billion, with all funds

``` 1. In the current US-Iran conflict, US Treasury pricing remains relatively mild. The market has already priced in short-term inflation rise, but long-term inflation expectations remain stable. If geopolitical tensions ease, US Treasury pricing should focus on two core variables: in the short term, the central oil price; in the

``` A brand new narrative is trending in today’s capital market: tagging assets by “age”. The latest report by Zhongtai Securities, through quantitative analysis of public fund managers’ holdings, reveals the “generational map” behind A-share market assets. The calculation shows that the age gap between representative industries is as much

``` Zijin Mining's first-quarter revenue increased by 24.8% year-on-year to 98.498 billion yuan, with net profit attributable to shareholders at 20.08 billion yuan, a year-on-year increase of 97.50%. Compared to the same period last year, the company's core financial indicators surged, mainly due

Fuyao Glass’s first quarter report for 2026 shows that the company achieved an operating income of 10.413 billion yuan, a year-on-year increase of 5.08%, with revenue maintaining steady growth. Net profit attributable to shareholders of the listed company was 1.712 billion yuan, down 15.68% year-on-year,