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The supply shock triggered by the Iran war is shaking global markets, but this time, the boundaries of the shock are much clearer than four years ago. According to Chasing Wind Trading Desk, a Goldman Sachs global economic commentary released on March 15 pointed out that this round of supply

Private credit funds targeting wealthy individuals are facing concentrated redemptions, with fund managers initiating redemption restrictions, agreeing to pay out only about 70% of requests. One of Wall Street's most important growth engines is under "slowdown" pressure, and the valuations of related publicly listed private capital

``` Micron Technology is accelerating the construction of its high-bandwidth memory (HBM) and next-generation DRAM production systems throughout Asia. From the dual-factory expansion in Tongluo, Taiwan, to the trillion-yen investment in a new factory in Hiroshima, Japan, and the official opening of the packaging and testing facility in Gujarat, India, this

On March 16, A-shares fluctuated and consolidated, with the Shanghai Composite Index dropping nearly 1%, the ChiNext Index rising slightly, and sectors such as liquor, diversified finance, and agriculture trending upward. Memory concept stocks rose against the trend, while precious metals, chemical raw materials, lithium mining, and other concept stocks

``` Tungsten, the metal used in weapons manufacturing and semiconductor production, is experiencing an unprecedented price surge. According to Fastmarkets’ APT European benchmark price data, the current price of tungsten is $2,250 per metric ton unit, up a cumulative 557% from a year ago, far exceeding the performance of mainstream

``` On March 6, data released by the National Bureau of Statistics showed that from January to February, the national fixed asset investment (excluding rural households) was 5,272.1 billion yuan, an increase of 1.8% year-on-year, compared with a decline of 3.8% for the whole of last year.