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Is the US considering lowering steel and aluminum tariffs? What does this mean for metals?

Is the US considering lowering steel and aluminum tariffs? What does this mean for metals?

``` Recently, there have been market rumors that the U.S. is considering lowering tariffs on certain steel and aluminum products. In response, Morgan Stanley stated that even if tariff adjustments do occur, their impact would be extremely limited. On February 14, according to Xinhua News Agency, several U.S. media

Qunhe Technology secures overseas filing, the first listed company among the "Hangzhou Six Little Dragons" is approaching.

Qunhe Technology secures overseas filing, the first listed company among the "Hangzhou Six Little Dragons" is approaching.

Qunhe Technology, one of the "Six Little Dragons of Hangzhou," is approaching a key milestone towards its Hong Kong IPO. On February 13, Qunhe Technology received the Overseas Issuance and Listing Filing Notice from the China Securities Regulatory Commission, now only one step away from being listed. Looking

Byte Doubao 2.0 Released: Inference Cost Reduced by an Order of Magnitude, Directly Competing with GPT-5 and Gemini 3

Byte Doubao 2.0 Released: Inference Cost Reduced by an Order of Magnitude, Directly Competing with GPT-5 and Gemini 3

ByteDance’s Doubao large model has officially entered the 2.0 phase, releasing a systematic upgrade aimed at the Agent era. **The new version maintains performance comparable to GPT-5.2 and Gemini 3 Pro, while reducing inference costs by about an order of magnitude,** providing a more competitive solution for

This week, the wolf of "AI disrupting everything" has finally arrived.

This week, the wolf of "AI disrupting everything" has finally arrived.

The market has finally realized that AI disruption is no longer a distant threat. On February 14, according to Wind Chaser Trading Desk, Morgan Stanley stated in its latest research report that as AI models advance in a nonlinear and accelerated manner, the market’s pricing of disruption risk is

How to understand global markets at the start of the year? "Affordability" is the overarching narrative for 2026: "Main Street" needs to win once, the AI narrative is undergoing a huge shift, and the yen is "key."

How to understand global markets at the start of the year? "Affordability" is the overarching narrative for 2026: "Main Street" needs to win once, the AI narrative is undergoing a huge shift, and the yen is "key."

At the beginning of 2026, the global market is undergoing a paradigm shift. According to Chase Wind Trading Desk, on February 12, the research team of Michael Hartnett at BofA Securities released a report pointing out that money is leaving the star assets of the past few years. Since the

“We are witnessing a wave of AI creative destruction sweeping across industries worldwide!” Goldman Sachs partner: Essentially, this is a ‘moat inspection.’

“We are witnessing a wave of AI creative destruction sweeping across industries worldwide!” Goldman Sachs partner: Essentially, this is a ‘moat inspection.’

``` Goldman Sachs partner Rich Privorotsky warns that a wave of "creative destruction" driven by artificial intelligence is sweeping across global industries in real time. Essentially, this is a comprehensive test of companies' moats. From last week’s blow to the software sector, to early this week with

New "Subprime Crisis"? U.S. PE's "software industry loan exposure" is larger than reported in financial statements

New "Subprime Crisis"? U.S. PE's "software industry loan exposure" is larger than reported in financial statements

The actual loan exposure of the U.S. private credit industry to the software sector may far exceed its disclosed levels. On February 13, Bloomberg reviewed thousands of holdings from seven major Business Development Companies (BDCs) and found that at least 250 investments worth more than $9 billion were not