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``` China's pharmaceutical pricing sector is experiencing a systemic reform, with high-level innovative drugs expected to receive a "price protection period" in the early stage of market launch, marking the official implementation of a top-level policy design that shifts pricing power towards enterprises. On the 15th, A-share

``` Goldman Sachs was forced to admit its mistake and sharply raised its forecasts—the severity of this fertilizer crisis has far exceeded Wall Street's initial judgment. As the blockade of the Strait of Hormuz enters its seventh week, the turmoil in the global fertilizer market is exceeding everyone&

``` The situation between the US and Iran is entering a critical window. Trump has made it clear that he has no intention of extending the ceasefire agreement with Iran, predicting that "the next two days will be very exciting," implying that there may be major turning points in

``` Goldman Sachs researcher Dominic Wilson believes that the recent resilience of U.S. stocks does not mean the market is ignoring risks—instead, the market is starting to bet on easing conflict. However, with the situation in Iran still volatile and tail risks persisting, investors must remain vigilant. On April

The flames of war in the Middle East have severed the global aluminum supply chain. Global aluminum inventories are as thin as paper—only enough for 9 days. According to Wind Trading Desk, on April 13, JPMorgan’s commodity research team released an in-depth report on the aluminum market titled

The focus of the AI computing power competition is quietly shifting from GPUs to a long-neglected role—the CPU. With the explosive growth of AI agents and reinforcement learning (RL) workloads, the strategic importance of CPUs in data centers is undergoing a structural reassessment. Dylan Patel, Chief Analyst at renowned