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Middle East situation escalates: Is the "sell America, buy Asia" strategy about to reverse?

Middle East situation escalates: Is the "sell America, buy Asia" strategy about to reverse?

``` The situation in the Middle East is forcing investors to re-examine this year's most profitable stock strategies. Some investors believe that the once-popular "sell the U.S., buy Asia" trade is facing a critical turning point. The MSCI Asia-Pacific Index fell 6% this week, while the

U.S. issues its first nuclear power construction permit in a decade; advanced nuclear reactor backed by Bill Gates approved

U.S. issues its first nuclear power construction permit in a decade; advanced nuclear reactor backed by Bill Gates approved

``` The construction of nuclear power in the United States has entered a new phase. The U.S. Nuclear Regulatory Commission (NRC) has officially approved the construction of the Natrium advanced nuclear reactor by TerraPower, a company supported by Bill Gates, issuing the first commercial nuclear power construction permit in nearly

Iran says it has not blocked the Strait of Hormuz; oil prices and shipping costs both plunge.

Iran says it has not blocked the Strait of Hormuz; oil prices and shipping costs both plunge.

``` The European shipping index futures main contract fell 5% intraday, after having risen more than 18%. According to reports, a senior Iranian military official stated that the Strait of Hormuz has not been blocked. Article being updated...... Risk Warning and DisclaimerThe market carries risks, and investment should be approached with

Government Work Report: Why Continue to Implement More Proactive and Effective Macroeconomic Policies?

Government Work Report: Why Continue to Implement More Proactive and Effective Macroeconomic Policies?

``` The State Council Information Office held a press conference today. Chen Changsheng, a member of the team drafting the Government Work Report and Deputy Director of the State Council Research Office, stated that this year's macro policies are strong, targeted, and innovative. So, how should we understand the

The interest rate market chooses optimism, betting that the Iran war will last "only a few weeks, not months."

The interest rate market chooses optimism, betting that the Iran war will last "only a few weeks, not months."

After the United States and Israel launched strikes against Iran, the global interest rate market is making a key judgment: **the conflict will end within weeks rather than becoming a protracted war**. While this optimistic outlook is preventing the market from heading toward the worst scenario, the sharp rise in

Report: The Bank of Japan may keep interest rates unchanged in March, while the option to raise rates in April is still under consideration.

Report: The Bank of Japan may keep interest rates unchanged in March, while the option to raise rates in April is still under consideration.

``` The escalation of the Iran situation has not deterred the Bank of Japan (BOJ) from its rate hike plans. According to sources, BOJ officials will continue to push forward with interest rate normalization, and the possibility of an April rate hike has not been ruled out. Bloomberg reports, citing informed

Can Nvidia’s 75% gross margin be sustained? The key lies in TSMC’s bargaining power.

Can Nvidia’s 75% gross margin be sustained? The key lies in TSMC’s bargaining power.

``` Nvidia’s ultra-high profit margin is not invulnerable—the most overlooked risk by the market actually comes from its closest partner. Nvidia currently boasts a gross margin of 75%, far surpassing the historical level of around 50% typical of traditional chip manufacturers, and closer to the profit structure of luxury