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Even record-beating earnings can't save the market? U.S. companies deliver their strongest results, yet the S&P 500 has fallen 1.7% in six weeks.

Even record-beating earnings can't save the market? U.S. companies deliver their strongest results, yet the S&P 500 has fallen 1.7% in six weeks.

``` American companies have just delivered the strongest earnings season results in recent years, but the US stock market did not follow suit. Strong earnings performance and sluggish market trends have created a significant disconnect. According to Bloomberg, S&P 500 component companies saw fourth-quarter earnings grow by 13%, nearly

Nvidia faces a major earnings test tonight: How strong must it be to dispel fears of an AI bubble?

Nvidia faces a major earnings test tonight: How strong must it be to dispel fears of an AI bubble?

``` Under the pressure of competition, Nvidia's performance is currently the greatest test facing the artificial intelligence market. Nvidia’s highly anticipated financial report will be released after the U.S. market closes on Wednesday (early Thursday morning Beijing time). This is not only a performance review for the

Traders reduce bets on Fed rate cuts, probability of June rate cut drops to 50%, hitting a yearly low.

Traders reduce bets on Fed rate cuts, probability of June rate cut drops to 50%, hitting a yearly low.

Against the backdrop of rising risk appetite, market expectations for the Fed to start cutting rates before mid-year have cooled significantly. The probability of a 25 basis point rate cut by the end of June has dropped to 50% in the money market, the lowest level this year, indicating investors

AI "altitude sickness" spreads: Global investors are searching for every means to hedge against three years of AI frenzy

AI "altitude sickness" spreads: Global investors are searching for every means to hedge against three years of AI frenzy

``` The AI bears, dormant for three years, are awakening. As the artificial intelligence frenzy pushes the stock market to dizzying heights, skeptical investors are actively seeking ways to profit from what they see as an inevitable market shakeout. According to The Wall Street Journal, traders are betting that the massive

Feynman architecture debut? NVIDIA GTC conference may launch 1.6nm chip

Feynman architecture debut? NVIDIA GTC conference may launch 1.6nm chip

``` The current market is paying close attention to the GTC conference. NVIDIA may announce its next-generation chip with codename Feynman at GTC and, for the first time, publicly showcase a product direction adopting TSMC's A16, 1.6nm process. This will shift market focus regarding NVIDIA’s computing power

Will the RMB rise above 6.8?

Will the RMB rise above 6.8?

The RMB exchange rate continued its strong momentum for two consecutive days at the start of the Year of the Horse, with both onshore and offshore rates reaching the highest levels since April 2023. Multiple institutions believe that the current round of appreciation is mainly driven by a weak US

"End of the 'Trump Trade'? Investors Accelerate 'De-Americanization'"

"End of the 'Trump Trade'? Investors Accelerate 'De-Americanization'"

``` Trump's return to the White House once ignited global investors' enthusiasm for U.S. assets, but this passion is reversing at an astonishing speed. Global capital is systematically avoiding U.S. markets and instead flowing into European and Asian assets, with a profound global investment portfolio rebalancing