All-Weather Media

Admin

Trump "anti-sanctions" on Iran: Oil prices surge, but traders doubt it will materialize

Trump "anti-sanctions" on Iran: Oil prices surge, but traders doubt it will materialize

``` Trump announces a maritime blockade against Iran; oil prices rise in response, but the market has doubts about its feasibility. Iran’s blockade of the Strait of Hormuz has lasted for six weeks. In a tit-for-tat move, the Trump administration announced that the U.S. Navy will implement a counter-blockade

Shennan Circuits expects Q1 net profit to increase by 55%-65% year-on-year, AI servers driving a surge in PCB demand | Financial Report News

Shennan Circuits expects Q1 net profit to increase by 55%-65% year-on-year, AI servers driving a surge in PCB demand | Financial Report News

``` On April 14, Huadian Co., Ltd. released its performance forecast for the first quarter of 2026, expecting a year-on-year increase in net profit of up to 65%. This reflects the continuous boost to the printed circuit board industry from AI computing infrastructure construction. The company expects the net profit attributable

UBS raises Broadcom’s 2027 TPU shipment forecast to 7 million units: AI compute demand is proving the $100 billion revenue story.

UBS raises Broadcom’s 2027 TPU shipment forecast to 7 million units: AI compute demand is proving the $100 billion revenue story.

``` The ongoing explosion in AI computing power demand is turning Broadcom's hundred-billion-dollar revenue blueprint from prediction into reality. According to Chasing Wind Trading Desk, UBS released its latest research report on April 13, raising Broadcom’s 2027 TPU shipment forecast from about 6 million to about 7 million

Goldman Sachs's net interest income in the first quarter was $3.56 billion, estimate $3.52 billion; first quarter FICC sales and trading revenue was $4.01 billion, estimate $4.87 billion.

Goldman Sachs's net interest income in the first quarter was $3.56 billion, estimate $3.52 billion; first quarter FICC sales and trading revenue was $4.01 billion, estimate $4.87 billion.

``` Goldman Sachs' net interest income for the first quarter was $3.56 billion, estimated at $3.52 billion; first quarter FICC sales and trading revenue was $4.01 billion, estimated at $4.87 billion. First fiscal quarter equity trading income was $5.33 billion, estimated at $4.9 billion.

Iran: Will implement a "permanent mechanism to control the Strait of Hormuz," the United States is not negotiating sincerely.

Iran: Will implement a "permanent mechanism to control the Strait of Hormuz," the United States is not negotiating sincerely.

``` The countdown to the US blockade of the Strait of Hormuz has begun, and the Iranian side has issued a tough response. According to a comprehensive Xinhua News Agency report on Monday, the spokesman for Iran’s Khatam al-Anbiya Central Headquarters of the Armed Forces said on the 13th: In

"The worst moments are over?" Goldman Sachs trader: The market has entered a new phase, and tail risks are disappearing.

"The worst moments are over?" Goldman Sachs trader: The market has entered a new phase, and tail risks are disappearing.

``` Although the US-Iran negotiations failed to reach an agreement and Trump's announcement of the blockade of the Strait of Hormuz suppressed risk sentiment, the temporary ceasefire still led to a noticeable relief rebound in the markets this week. Goldman Sachs’ macro trading team believes that the most severe

GAC completes its technology puzzle as domestic brands collectively take the test.

GAC completes its technology puzzle as domestic brands collectively take the test.

``` Author | Zhou Zhiyu In November 2024, GAC Group moved its headquarters from Zhujiang New Town to Panyu Auto City, launching a three-year "Panyu Action" campaign. Chairman Feng Xingya said then that to make decisions, you must "hear the sound of gunfire." In the following year and