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``` After the Bank of Japan raised interest rates to their highest level since 1995 this week, expectations in the market for further tightening of monetary policy have quickly intensified. According to a Bloomberg survey, the vast majority of economists expect the Bank of Japan to raise interest rates again within

``` The most expensive talent in the AI world has changed employers again. Noam Shazeer—one of the most crucial technical pioneers behind the generative AI wave—has officially joined OpenAI. OpenAI announced the news to internal staff on Wednesday (June 17) local time. Shazeer himself later confirmed this move on

``` Just on June 16th, Kioxia’s market value briefly surpassed 50 trillion yen, becoming the second company in Japanese history to reach this magnitude. Earlier, on June 10th, Kioxia’s stock price surged 8% in a single day, its market value broke through 44 trillion yen, officially surpassing Toyota Motor

``` The Strait of Hormuz is about to reopen, but the Gulf oil-producing countries have decided not to wait for the next crisis. According to the latest Bloomberg report, UAE Minister of Foreign Trade Thani Al Zeyoudi publicly stated that the UAE is advancing a clearly targeted energy infrastructure plan—to

The implementation of the Iran agreement is reshaping the market landscape. As risks from the "energy shock/tail-end inflation" are greatly compressed, the previously dominant "semiconductor-energy barbell strategy" is shifting from core positions to a source of funds. A sweeping "major rotation" covering cyclical

``` China's commercial space industry is following a familiar path—first using scale to drive down costs, then leveraging cost advantages to open up the market. Just like photovoltaic and lithium batteries in the past. From opening up to private enterprises in 2014, to the first privately developed rocket