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Market pricing is shifting from "a quick end to the war" to "spreading uncertainty."

Market pricing is shifting from "a quick end to the war" to "spreading uncertainty."

``` Geopolitical conflicts continue to ferment, and Wall Street’s optimistic expectations for a "quick resolution" are unraveling. On Friday, Goldman Sachs top trader Shawn Tuteja noted in his latest client report that the market narrative is undergoing a key shift—from believing the conflict would be quickly resolved,

Reviewing five rounds of oil shocks, Goldman Sachs predicts: Oil prices may surpass the 2008 peak in the short term and remain above $100 in the long term.

Reviewing five rounds of oil shocks, Goldman Sachs predicts: Oil prices may surpass the 2008 peak in the short term and remain above $100 in the long term.

``` Goldman Sachs believes Brent crude may break through the historical high of 2008, and the risk of oil prices "remaining at $100 for the long term" is rising. According to Wind Trading Desk, on March 19, the commodity research team led by Daan Struyven at Goldman Sachs issued

The war is changing too quickly, information can't keep up, and traders are all confused.

The war is changing too quickly, information can't keep up, and traders are all confused.

``` Middle Eastern energy infrastructure has been hit with intensive strikes, plunging the market into an information vacuum. Oil and gas prices are experiencing wild fluctuations as traders struggle to piece together loss estimates amid the fog of war, only to find every calculation outdated overnight. On Thursday, the global oil

After the "Silicone Rubber War," GeneChem faces growth anxiety for the first time.

After the "Silicone Rubber War," GeneChem faces growth anxiety for the first time.

``` In mid-2025, an "industry-level public opinion dispute" with Bloomage Biotech put Giant Biotech in the eye of the storm. This dispute was not only a battle for discourse between two major ingredient tracks—recombinant collagen and hyaluronic acid—but also dragged Giant Biotech into a whirlpool of controversy

This oil price shock is different! U.S. shale oil has completely "laid flat," the biggest supply buffer is gone.

This oil price shock is different! U.S. shale oil has completely "laid flat," the biggest supply buffer is gone.

``` The fundamental difference between the current oil price shock and the high oil price cycle from 2011 to 2014 is that the shale oil industry's responsiveness to price signals has greatly weakened; the most important supply-side buffer mechanism for the US economy no longer exists. According to Chase

Inflation hangs like a sword overhead, as central banks worldwide collectively turn hawkish.

Inflation hangs like a sword overhead, as central banks worldwide collectively turn hawkish.

``` The escalation of the Middle East situation is fundamentally changing the global central banks’ policy orientation. On Thursday, March 19, WallstreetCN mentioned that while major global central banks are keeping interest rates unchanged, they are sending out hawkish policy signals. The Federal Reserve raised its inflation outlook, the Bank of

Wall Street reviews Alibaba’s earnings report: Short-term “profit reset” paves the way for long-term AI boom

Wall Street reviews Alibaba’s earnings report: Short-term “profit reset” paves the way for long-term AI boom

``` Faced with Alibaba's latest financial report of "increased revenue but not increased profit," Wall Street investment banks generally point out that short-term profit pressure is an inevitable result of increased AI investment. The market should focus on its long-term explosive monetization power for "cloud + generative