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UBS’s latest global strategy report notes that the recent sharp rise in Japanese government bond (JGB) yields has significantly exceeded what can be explained by fiscal fundamentals, with the core driver being the market’s repricing of inflation expectations. The bank believes that current inflation will fall back to

``` Author | Zhou Zhiyu Editor | Zhang Xiaoling A revolution in AI applications has reached its tipping point. Wallstreetcn has learned from sources that Baidu has officially announced the establishment of a Personal Super Intelligent Group (PSIG). People close to Baidu revealed that PSIG will consolidate core AI application assets such as

Dutch lithography giant ASML will release its financial report this Wednesday (January 28). Morgan Stanley expects the company to post strong order data, while market focus is shifting from 2026 to 2027, which could become a key breakout year for the company’s performance. According to Chasing Wind Trading Desk,

Top Silicon Valley tech investment fund Altimeter Capital partner Freda Duan recently pointed out that, although programming has to date been the strongest vertical application for AI, with a user base in the billions, Excel (spreadsheets) holds equivalent explosive potential and is poised to become the next true “super vertical”

The focus of this week’s (January 29) Federal Reserve policy meeting is no longer simply about the interest rate decision, but rather the severe challenge to the central bank’s independence. As the Trump administration launches a criminal investigation against the current Chair Jerome Powell and attempts to dismiss

``` Although only 15 trading days have passed in 2026, the market has already experienced a series of intense policy shocks and geopolitical events, making investors feel that much more time has elapsed. Goldman Sachs chief trader John Flood pointed out that from U.S. military actions toward Venezuela to tariff

Allied Gold's U.S. stock rose nearly 9% in pre-market trading after Zijin Mining announced that Zijin Gold International had signed an "Arrangement Agreement" with Allied Gold Corporation. Zijin Gold International plans to acquire all issued common shares of Allied Gold at a cash price of