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Goldman Sachs warns: Short covering dominates US stock market summer trend, Waller's first FOMC may become a "time bomb"

Goldman Sachs warns: Short covering dominates US stock market summer trend, Waller's first FOMC may become a "time bomb"

The US stock market is undergoing a technical rebound driven by short covering, rather than genuine buying from fundamental improvement. Meanwhile, the new Fed Chair Kevin Walsh is about to preside over his first FOMC meeting. Facing the complex situation of conflicting inflation and employment data, the choice of wording

Trump threatens to impose a 100% tariff on French wine: Scrap the digital tax, or forget about entering the U.S. market.

Trump threatens to impose a 100% tariff on French wine: Scrap the digital tax, or forget about entering the U.S. market.

``` Trump has once again aimed the trade war at France, using the core interests of the French wine industry as leverage, demanding that Paris abolish the digital services tax targeting American tech giants, or he will impose a 100% tariff on all French wine and champagne. On Monday, Trump said

From Tokenmaxxing to Tokenminimizing! Meta’s Zuckerberg admits to making a mistake.

From Tokenmaxxing to Tokenminimizing! Meta’s Zuckerberg admits to making a mistake.

``` Meta is hitting the brakes on its AI ambitions. After months of aggressively encouraging employees to use AI tools, the social media giant is now moving to limit internal AI token consumption and address an internal crisis triggered by aggressive restructuring — with runaway costs and collapsing employee morale putting simultaneous

France, Germany, Italy, and the UK speak out: Call for urgent reopening of the Strait of Hormuz

France, Germany, Italy, and the UK speak out: Call for urgent reopening of the Strait of Hormuz

``` As the US-Iran ceasefire memorandum of understanding is announced, major European powers collectively spoke out, demanding the prompt and comprehensive restoration of normal passage along this global energy artery. According to Xinhua News Agency, the leaders of France, Germany, Italy, and the United Kingdom issued a joint statement "warmly

New Photovoltaic Policy Implemented: Can Graded and Classified Module Standards Become the “Turning Anchor” of the Policy Mix?

New Photovoltaic Policy Implemented: Can Graded and Classified Module Standards Become the “Turning Anchor” of the Policy Mix?

``` This approval draft divides photovoltaic modules into four levels: A+/A/B/C. This administrative and market-oriented classification aims to forcibly raise market entry costs by adopting an “efficiency threshold” as an asymmetric tool. For different technology routes such as TOPCon, HJT, BC, the mandatory increase in minimum efficiency (e.

Morgan Stanley: Power shortages are becoming the core bottleneck for AI.

Morgan Stanley: Power shortages are becoming the core bottleneck for AI.

Morgan Stanley identifies electricity as the key bottleneck in AI infrastructure construction. Morgan Stanley’s Chief Fixed Income Strategist Vishwanath Tirupattur wrote in a recent research note: “These constraints are not peripheral frictions, but the core of AI infrastructure construction.” One of the most serious constraints lies upstream of data

Low-income consumers tighten their wallets, McDonald's sees a drop in customer traffic, and a chill spreads across the U.S. restaurant industry.

Low-income consumers tighten their wallets, McDonald's sees a drop in customer traffic, and a chill spreads across the U.S. restaurant industry.

The US restaurant industry is facing a severe test due to multiple overlapping headwinds. According to the latest research by UBS analyst Dennis Geiger, macroeconomic pressures, high oil prices, and weak demand from low-income consumers continue to drag down traffic and sales at chain restaurants. Overall industry sentiment remains "